Jupiter Merlin Balanced Portfolio L Acc

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Growth Of 1000 (GBP) 31/12/2021
Fund:  Jupiter Merlin Balanced Portfolio L Acc
Category:  GBP Allocation 60-80% Equity
Category Index:  Morningstar UK Mod Adv Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/12/2021
 201420152016201720182019202031/12
Price Return5.745.2213.3510.42-3.0012.493.2413.60
+/- Category0.342.910.120.413.36-3.18-2.012.46
+/- Category Index-------1.281.34
% Rank in Category429474310876622
Trailing Returns (GBP)17/01/2022
   Total Returns   +/- Category   +/- Category Index
1 Day0.84   0.960.54
1 Week0.53   0.930.20
1 Month-0.20   1.050.17
3 Months2.31   1.300.33
6 Months3.23   1.39-0.51
YTD-1.04   0.93-0.10
1 Year11.49   4.162.18
3 Years Annualised8.73   -0.19-0.87
5 Years Annualised6.53   0.58-0.43
10 Years Annualised7.88   0.36-0.44
 
Quarterly Returns (GBP)31/12/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20212.915.001.673.41
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
31 Dec 1731 Dec 1831 Dec 1931 Dec 2031 Dec 21
10.42-3.0012.493.2413.60
 
 
 
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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)