MFS Meridian Funds - Prudent Wealth Fund IH1 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 | 20.65 | -1.43 | 5.24 | 20.59 | -3.31 | -13.26 | 9.73 | -2.64 |
+/- Category | 12.03 | 4.42 | -0.99 | 12.45 | -5.94 | -5.26 | 3.92 | -5.34 |
+/- Category Index | - | - | - | 10.49 | -7.91 | -5.95 | 1.33 | -6.47 |
% Rank in Category | 1 | 5 | 61 | 2 | 93 | 93 | 8 | 98 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.08 | -0.34 | -0.09 |
1 Week | 0.94 | 0.67 | 0.83 |
1 Month | 2.72 | 1.67 | 1.97 |
3 Months | 2.50 | 0.99 | 0.19 |
6 Months | 0.02 | -4.32 | -5.10 |
YTD | -0.71 | -4.01 | -4.90 |
1 Year | 3.36 | -5.34 | -7.16 |
3 Years Annualised | -2.52 | -2.83 | -4.80 |
5 Years Annualised | 1.12 | -0.67 | -2.28 |
10 Years Annualised | 4.37 | 0.44 | -1.51 |
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 | -0.54 | -2.11 | - | - |
2023 | 2.76 | 0.71 | -0.86 | 6.95 |
2022 | -5.56 | -6.71 | -6.87 | 5.71 |
2021 | -5.63 | 4.19 | -0.18 | -1.49 |
2020 | 4.82 | 7.87 | 2.84 | 3.70 |
2019 | 1.78 | 6.42 | -2.52 | -0.33 |
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