M&G Smaller Companies Fund Sterling R 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 | 28.17 | -16.16 | 38.42 | -3.47 | 21.42 | -24.00 | -0.99 | 17.48 |
+/- Category | 2.20 | -4.18 | 13.16 | -10.77 | -1.43 | 0.03 | -0.75 | 4.26 |
+/- Category Index | - | - | - | - | - | - | -7.89 | 6.91 |
% Rank in Category | 41 | 77 | 5 | 83 | 63 | 44 | 61 | 12 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.67 | 0.67 | -0.31 |
1 Week | 1.30 | -0.41 | -0.68 |
1 Month | -0.12 | 1.36 | 0.40 |
3 Months | 4.71 | 2.60 | 2.44 |
6 Months | 15.44 | 4.15 | 3.26 |
YTD | 13.94 | 3.69 | 6.44 |
1 Year | 20.68 | 6.15 | 6.82 |
3 Years Annualised | -5.59 | 0.75 | -1.43 |
5 Years Annualised | 4.53 | -0.64 | 1.62 |
10 Years Annualised | 5.93 | -0.91 | 0.92 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.04 | 8.05 | - | - |
2023 | -5.51 | -1.46 | -2.24 | 8.77 |
2022 | -15.18 | -13.27 | -7.56 | 11.77 |
2021 | 5.54 | 10.23 | 8.57 | -3.86 |
2020 | -31.82 | 11.92 | 2.35 | 23.58 |
2019 | 10.67 | 4.93 | 1.81 | 17.07 |
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