M&G Optimal Income Fund Sterling A AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 5.24 | -3.81 | 8.46 | 2.44 | 2.35 | -10.84 | 13.09 | 0.26 |
+/- Category | 0.91 | -1.00 | -0.05 | -1.34 | -0.07 | -0.57 | 5.85 | -1.34 |
+/- Category Index | - | - | - | -3.13 | 2.66 | 2.41 | 7.12 | -0.58 |
% Rank in Category | 23 | 84 | 45 | 77 | 46 | 56 | 5 | 89 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | 0.02 | 0.14 |
1 Week | 0.60 | 0.17 | 0.22 |
1 Month | 0.69 | -0.59 | -0.20 |
3 Months | 2.63 | 0.80 | 0.65 |
6 Months | 2.31 | -0.62 | 0.09 |
YTD | 1.49 | -0.63 | -0.18 |
1 Year | 8.82 | 0.30 | 2.08 |
3 Years Annualised | 0.65 | 0.95 | 2.80 |
5 Years Annualised | 1.90 | 0.69 | 1.92 |
10 Years Annualised | 2.40 | -0.23 | 0.24 |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.69 | -0.43 | - | - |
2023 | 3.11 | 0.38 | 1.37 | 7.78 |
2022 | -4.79 | -7.48 | -4.54 | 6.04 |
2021 | 1.54 | 1.15 | 0.40 | -0.75 |
2020 | -10.92 | 7.81 | 1.80 | 4.79 |
2019 | 3.53 | 1.63 | 0.62 | 2.45 |
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