MFS Meridian Funds - Prudent Wealth Fund W1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 8.71 | 5.70 | 10.15 | 12.31 | 4.76 | -5.34 | 8.28 | 0.99 |
+/- Category | 6.87 | 6.49 | -0.30 | 8.13 | -3.54 | -2.00 | 4.17 | -4.34 |
+/- Category Index | - | - | - | - | -3.77 | -2.79 | 0.89 | -4.93 |
% Rank in Category | 8 | 1 | 54 | 5 | 83 | 70 | 11 | 95 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.13 | 0.19 | -0.15 |
1 Week | 0.22 | 0.67 | 0.41 |
1 Month | 0.68 | -0.23 | 0.86 |
3 Months | 0.12 | 0.16 | -1.15 |
6 Months | 1.01 | -4.25 | -4.59 |
YTD | 1.18 | -3.48 | -4.21 |
1 Year | 8.13 | -3.97 | -5.14 |
3 Years Annualised | 2.00 | -1.43 | -2.80 |
5 Years Annualised | 3.52 | -0.02 | -1.27 |
10 Years Annualised | 8.37 | 1.99 | 0.24 |
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 | 2.03 | -1.03 | - | - |
2023 | 1.52 | 0.82 | 2.68 | 3.04 |
2022 | -3.10 | -0.26 | 0.05 | -2.11 |
2021 | -1.70 | 3.46 | 2.32 | 0.67 |
2020 | 7.81 | 5.74 | -1.14 | -0.35 |
2019 | 4.29 | 5.75 | 2.47 | -2.53 |
|
Advertisement |