MFS Meridian Funds - Prudent Wealth Fund I1 GBPRegister 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 | 8.45 | 6.29 | 10.18 | 12.67 | 5.12 | -5.73 | 9.14 | 1.05 |
+/- Category | 6.62 | 7.08 | -0.27 | 8.49 | -3.18 | -2.39 | 5.03 | -4.27 |
+/- Category Index | - | - | - | - | -3.40 | -3.19 | 1.75 | -4.86 |
% Rank in Category | 9 | 1 | 53 | 5 | 81 | 75 | 6 | 95 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.06 | -0.25 | -0.07 |
1 Week | 0.17 | 0.35 | 0.36 |
1 Month | 0.95 | 1.11 | 1.14 |
3 Months | 0.23 | -0.35 | -1.04 |
6 Months | 1.17 | -3.85 | -4.43 |
YTD | 1.37 | -3.29 | -4.02 |
1 Year | 8.25 | -3.66 | -5.01 |
3 Years Annualised | 2.19 | -1.30 | -2.61 |
5 Years Annualised | 3.73 | 0.18 | -1.06 |
10 Years Annualised | 8.63 | 2.16 | 0.50 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.19 | -1.12 | - | - |
2023 | 2.51 | 0.59 | 2.69 | 3.07 |
2022 | -2.94 | -0.68 | 0.35 | -2.55 |
2021 | -1.63 | 3.29 | 2.62 | 0.81 |
2020 | 7.70 | 5.78 | -0.71 | -0.39 |
2019 | 4.09 | 6.45 | 2.16 | -2.67 |
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