MFS Meridian Funds - Prudent Wealth Fund I1 EURRegister 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 | 7.97 | 6.28 | 10.51 | 12.58 | 4.82 | -5.24 | 8.82 | 1.17 |
+/- Category | 6.13 | 7.08 | 0.06 | 8.40 | -3.48 | -1.90 | 4.71 | -4.15 |
+/- Category Index | - | - | - | - | -3.70 | -2.69 | 1.42 | -4.74 |
% Rank in Category | 9 | 1 | 49 | 5 | 83 | 70 | 8 | 95 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.20 | -0.02 |
1 Week | 0.30 | 0.48 | 0.49 |
1 Month | 1.04 | 1.20 | 1.23 |
3 Months | 0.34 | -0.24 | -0.93 |
6 Months | 1.22 | -3.80 | -4.38 |
YTD | 1.47 | -3.20 | -3.93 |
1 Year | 8.47 | -3.45 | -4.80 |
3 Years Annualised | 2.24 | -1.24 | -2.55 |
5 Years Annualised | 3.78 | 0.23 | -1.02 |
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 | 2.18 | -0.98 | - | - |
2023 | 2.09 | 0.52 | 3.08 | 2.87 |
2022 | -2.28 | -1.18 | 0.34 | -2.19 |
2021 | -1.60 | 3.52 | 2.24 | 0.65 |
2020 | 7.40 | 6.30 | -1.06 | -0.34 |
2019 | 4.41 | 6.45 | 1.99 | -2.52 |
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