M&G UK Income Distribution Fund Sterling I AccRegister 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 | 10.03 | -7.82 | 18.10 | -9.24 | 12.42 | 0.17 | 3.37 | 5.95 |
+/- Category | 0.03 | -1.45 | 2.43 | -14.49 | 1.28 | 10.25 | -5.00 | -0.02 |
+/- Category Index | - | - | - | -13.76 | 0.15 | 7.44 | -7.30 | -1.09 |
% Rank in Category | 49 | 74 | 19 | 99 | 37 | 2 | 96 | 51 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.32 | -0.50 | -0.20 |
1 Week | 0.18 | -0.24 | -0.08 |
1 Month | 2.49 | 0.97 | 1.39 |
3 Months | 4.56 | 1.51 | 0.65 |
6 Months | 8.44 | 0.77 | -0.17 |
YTD | 6.86 | 0.20 | -0.97 |
1 Year | 12.76 | -0.11 | -2.30 |
3 Years Annualised | 4.17 | 1.50 | -0.87 |
5 Years Annualised | 3.61 | -0.95 | -2.13 |
10 Years Annualised | 4.72 | -1.07 | -2.39 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.61 | 4.27 | - | - |
2023 | 0.75 | -2.93 | 2.86 | 2.75 |
2022 | 2.89 | -4.65 | -5.64 | 8.21 |
2021 | 5.77 | 3.82 | 1.28 | 1.09 |
2020 | -22.17 | 7.98 | -3.28 | 11.65 |
2019 | 8.17 | 2.59 | 1.55 | 4.80 |
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