M&G UK Income Distribution Fund Sterling I IncRegister 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 | 10.03 | -7.81 | 18.11 | -9.23 | 12.43 | 0.18 | 3.38 | 10.11 |
+/- Category | 0.03 | -1.45 | 2.44 | -14.47 | 1.29 | 10.26 | -4.98 | 3.61 |
+/- Category Index | - | - | - | -13.74 | 0.16 | 7.45 | -7.28 | 1.80 |
% Rank in Category | 49 | 74 | 19 | 99 | 36 | 2 | 96 | 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 | -0.20 |
1 Month | 1.17 | 2.41 | 1.86 |
3 Months | 1.50 | 1.98 | 0.83 |
6 Months | 11.08 | 6.33 | 4.10 |
YTD | 8.46 | 3.33 | 1.25 |
1 Year | 12.61 | 2.36 | -0.63 |
3 Years Annualised | 3.75 | 2.16 | -0.38 |
5 Years Annualised | 4.49 | 0.06 | -1.23 |
10 Years Annualised | 5.00 | -0.60 | -1.97 |
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 | 1.61 | 4.27 | - | - |
2023 | 0.75 | -2.92 | 2.86 | 2.75 |
2022 | 2.89 | -4.65 | -5.64 | 8.22 |
2021 | 5.77 | 3.82 | 1.29 | 1.09 |
2020 | -22.16 | 7.98 | -3.28 | 11.66 |
2019 | 8.17 | 2.60 | 1.55 | 4.80 |
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