MFS Meridian Funds - Prudent Wealth Fund AH1 EURRegister 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 | 19.54 | -2.71 | 4.20 | 19.18 | -4.25 | -14.46 | 9.01 | -3.09 |
+/- Category | 10.93 | 3.14 | -2.03 | 11.04 | -6.87 | -6.45 | 3.20 | -5.79 |
+/- Category Index | - | - | - | 9.08 | -8.85 | -7.15 | 0.61 | -6.92 |
% Rank in Category | 1 | 10 | 70 | 2 | 95 | 96 | 12 | 99 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.09 | -0.35 | -0.10 |
1 Week | 0.87 | 0.60 | 0.77 |
1 Month | 2.55 | 1.50 | 1.81 |
3 Months | 2.16 | 0.64 | -0.16 |
6 Months | -0.50 | -4.84 | -5.61 |
YTD | -1.30 | -4.61 | -5.50 |
1 Year | 2.53 | -6.17 | -7.99 |
3 Years Annualised | -3.50 | -3.81 | -5.78 |
5 Years Annualised | 0.06 | -1.73 | -3.34 |
10 Years Annualised | 3.35 | -0.58 | -2.53 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.80 | -2.31 | - | - |
2023 | 2.52 | 0.47 | -0.88 | 6.77 |
2022 | -5.76 | -7.15 | -7.07 | 5.20 |
2021 | -5.97 | 3.99 | -0.37 | -1.71 |
2020 | 4.44 | 7.62 | 2.64 | 3.31 |
2019 | 1.51 | 6.15 | -2.71 | -0.61 |
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