M&G Optimal Income Fund Sterling I IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 5.76 | -3.33 | 9.00 | 2.98 | 2.78 | -10.48 | 13.56 | 2.72 |
+/- Category | 1.43 | -0.51 | 0.49 | -0.80 | 0.36 | -0.20 | 6.32 | -0.02 |
+/- Category Index | - | - | - | -2.59 | 3.09 | 2.78 | 7.59 | 0.19 |
% Rank in Category | 15 | 64 | 29 | 60 | 39 | 46 | 1 | 52 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.44 | 0.25 | 0.21 |
1 Week | 0.82 | 0.60 | -0.14 |
1 Month | 2.58 | 1.84 | 0.83 |
3 Months | 4.24 | 2.38 | 1.03 |
6 Months | 5.27 | 1.51 | 0.73 |
YTD | 4.16 | 1.29 | 0.71 |
1 Year | 11.97 | 3.77 | 3.17 |
3 Years Annualised | 1.83 | 2.12 | 3.74 |
5 Years Annualised | 2.96 | 1.68 | 3.08 |
10 Years Annualised | 3.07 | 0.40 | 0.85 |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.79 | -0.33 | - | - |
2023 | 3.21 | 0.50 | 1.47 | 7.90 |
2022 | -4.70 | -7.39 | -4.45 | 6.16 |
2021 | 1.66 | 1.26 | 0.50 | -0.65 |
2020 | -10.81 | 7.96 | 1.93 | 4.92 |
2019 | 3.65 | 1.76 | 0.75 | 2.57 |
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