Jupiter Merian Glb Eq Inc (IRL) I £ Acc (FUND:BYM83B1) - Fund price


Fund Report

Jupiter Merian Global Equity Income Fund (IRL) I GBP Acc

  • Fund: Jupiter Merian Global Equity Income Fund (IRL) I GBP Acc
  • Category: Global Equity Income
  • Benchmark: MSCI World High Dividend Yield NR USD

Growth Of 100 (GBP) 28/02/2021

How has this security performed
  • 2011
  • 2012
  • 2013
  • 2014
  • 2015
  • 2016
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
Annual Returns % (GBP) 28/02/2021
20142015201620172018201920202021
Fund--33.2416.48-8.6416.787.162.32
Category--25.758.84-5.9116.921.890.11
Benchmark--30.367.91-1.8118.40-3.11-2.27
% Rank (Rel to Cat)--9278502215
Quartile Rank--Quartile1Quartile1Quartile4Quartile2Quartile1Quartile1
Trailing Returns % (GBP) 01/03/2021
FundCategoryBenchmark
1 Day0.100.08-1.99
1 Week-1.45-0.50-1.59
1 Month0.820.42-0.52
3 Months4.600.80-1.48
6 Months12.228.824.15
YTD2.42-0.02-2.27
1 Year18.6910.423.32
3 Years Annualised6.005.394.39
5 Years Annualised12.708.828.54
10 Years Annualised---
Quarterly Returns % (GBP) 31/12/2020
Quarter 1Quarter 2Quarter 3Quarter 4
2021----
2020-20.2119.263.668.63
20198.244.741.551.43
2018-5.477.353.24-12.80
20176.34-0.534.385.50
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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