MFS Meridian Funds - Prudent Wealth Fund WH1 GBPRegister 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 | 16.90 | -1.91 | 12.36 | 14.15 | 3.32 | -17.28 | 14.00 | 2.49 |
+/- Category | 9.45 | 3.57 | -0.05 | 10.06 | -4.74 | -6.82 | 6.47 | -2.58 |
+/- Category Index | - | - | - | 8.86 | -4.67 | -8.02 | 4.74 | -3.87 |
% Rank in Category | 1 | 4 | 49 | 2 | 95 | 94 | 4 | 96 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.14 | -0.61 |
1 Week | 2.36 | 1.24 | 0.97 |
1 Month | -1.70 | -1.20 | -1.73 |
3 Months | -0.10 | -0.61 | -1.55 |
6 Months | 3.53 | -0.96 | -2.66 |
YTD | 1.36 | -2.80 | -4.51 |
1 Year | 6.34 | -2.86 | -5.34 |
3 Years Annualised | -2.13 | -2.61 | -4.27 |
5 Years Annualised | 3.36 | 0.43 | -0.51 |
10 Years Annualised | 5.04 | 1.02 | -0.45 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.02 | -1.06 | - | - |
2023 | 4.17 | 3.36 | -1.39 | 7.38 |
2022 | -5.97 | -8.36 | -8.43 | 4.83 |
2021 | -0.90 | 3.35 | -0.14 | 1.02 |
2020 | 0.16 | 5.09 | 3.19 | 5.09 |
2019 | 6.27 | 2.69 | -1.17 | 4.18 |
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