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JupiterMerian Glb Eq Inc (IRL)U1 £ Inc (0P00016I3R.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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2,080.19+16.85 (+0.82%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.42%
5-year average return10.42%
Number of years up6
Number of years down2
Best 1-yr total return (3 May 2024)33.18%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return33.18%
Worst 3-yr total return4.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016I3R.LCategory
YTD9.10%0.00%
1-month4.03%0.00%
3-month9.10%0.00%
1-year23.67%0.00%
3-year10.47%0.00%
5-year11.04%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016I3R.LCategory
2024
N/AN/A
2023
17.76%N/A
2022
-7.24%N/A
2021
22.35%N/A
2020
7.25%N/A
2019
16.88%N/A
2018
-8.55%N/A
2017
16.51%N/A
2016
33.18%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.10%N/AN/AN/A
20233.90%2.43%2.36%8.11%
2022-1.89%-7.71%0.50%1.92%
20218.15%6.89%1.08%4.72%
2020-20.20%19.29%3.69%8.65%
20198.26%4.77%1.57%1.45%
2018-5.46%7.37%3.26%-12.76%
20176.31%-0.56%4.45%5.52%
20165.10%4.57%10.38%9.78%
20159.44%N/AN/AN/A

Rank in category (by total return)

YTD11
1-month20
3-month11
1-year3
3-year23
5-year14

Load adjusted returns

1-year23.67%
3-year10.47%
5-year11.04%
10-yearN/A