Jupiter Merlin Balanced Portfolio L Acc

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Growth Of 1000 (GBP) 31/08/2021
Fund:  Jupiter Merlin Balanced Portfolio L Acc
Category:  GBP Moderately Adventurous Allocation
Category Index:  Morningstar UK Mod Adv Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/08/2021
 201420152016201720182019202031/08
Price Return5.745.2213.3510.42-3.0012.493.2411.20
+/- Category0.342.910.120.413.36-3.18-2.011.66
+/- Category Index-------1.281.24
% Rank in Category429474310876628
Trailing Returns (GBP)16/09/2021
   Total Returns   +/- Category   +/- Category Index
1 Day0.19   0.200.11
1 Week-0.09   0.450.00
1 Month-0.01   -0.19-0.08
3 Months2.23   -0.37-0.32
6 Months7.00   0.100.34
YTD10.39   1.511.20
1 Year12.88   -2.89-2.58
3 Years Annualised6.82   -0.27-0.55
5 Years Annualised7.20   0.03-0.66
10 Years Annualised8.05   0.16-0.61
 
Quarterly Returns (GBP)31/08/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20212.915.00--
2020-11.8711.780.394.39
20195.985.211.81-0.90
2018-3.756.071.77-6.64
20174.291.780.213.81
20160.333.337.451.76
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Jun 1730 Jun 1830 Jun 1930 Jun 2030 Jun 21
16.066.205.93-0.6013.24
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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