M&G UK Income Distribution Fund Sterling R AccRegister 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 | 9.77 | -8.05 | 17.81 | -9.46 | 12.14 | -0.07 | 3.12 | 9.98 |
+/- Category | -0.24 | -1.68 | 2.14 | -14.71 | 0.99 | 10.01 | -5.25 | 3.48 |
+/- Category Index | - | - | - | -13.98 | -0.13 | 7.19 | -7.55 | 1.67 |
% Rank in Category | 54 | 77 | 23 | 99 | 40 | 3 | 97 | 4 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.52 | 0.46 | -0.19 |
1 Week | 1.65 | 0.06 | -0.21 |
1 Month | 1.17 | 2.41 | 1.87 |
3 Months | 1.46 | 1.94 | 0.79 |
6 Months | 10.97 | 6.22 | 3.99 |
YTD | 8.32 | 3.19 | 1.11 |
1 Year | 12.36 | 2.11 | -0.88 |
3 Years Annualised | 3.50 | 1.91 | -0.63 |
5 Years Annualised | 4.23 | -0.20 | -1.49 |
10 Years Annualised | 4.74 | -0.86 | -2.23 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.55 | 4.21 | - | - |
2023 | 0.69 | -2.98 | 2.80 | 2.69 |
2022 | 2.83 | -4.71 | -5.70 | 8.15 |
2021 | 5.70 | 3.75 | 1.22 | 1.02 |
2020 | -22.21 | 7.91 | -3.34 | 11.59 |
2019 | 8.11 | 2.53 | 1.49 | 4.73 |
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