Jupiter Merlin Balanced Portfolio L Acc

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearAverageLow3 star
10-YearAverageLow4 star
OverallAverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Merlin Balanced Portfolio L Acc
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements31/10/2021
 
3-Yr Std Dev9.38 %
3-Yr Mean Return8.27 %
 
3-Yr Sharpe Ratio0.81
 
Modern Portfolio Statistics31/10/202131/10/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  Cat 85%FTSE Wld TR&15%Barclays StlAgg TR
3-Yr Beta0.870.72
3-Yr Alpha0.16-2.02
 
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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)