Jupiter Merlin Balanced Portfolio L Acc

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow4 star
5-YearAbove AverageLow4 star
10-YearAbove AverageLow4 star
OverallAbove AverageLow4 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 Measurements30/04/2022
 
3-Yr Std Dev9.47 %
3-Yr Mean Return6.09 %
 
3-Yr Sharpe Ratio0.60
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  FTSE World TR GBP
3-Yr Beta0.880.62
3-Yr Alpha0.56-1.90
 
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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)