MFS Meridian Funds - Prudent Capital Fund WH1 GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 12.98 | -1.71 | 11.78 | 9.89 | 1.56 | -15.01 | 14.99 | 4.57 |
+/- Category | 5.53 | 3.78 | -0.63 | 5.80 | -6.51 | -4.55 | 7.46 | -1.30 |
+/- Category Index | - | - | - | 4.60 | -6.43 | -5.75 | 5.72 | -2.41 |
% Rank in Category | 3 | 3 | 60 | 9 | 98 | 88 | 2 | 82 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.85 | 0.67 | 0.56 |
1 Week | 0.92 | 0.75 | 1.07 |
1 Month | 2.58 | 1.77 | 2.03 |
3 Months | 5.14 | 2.81 | 3.20 |
6 Months | 5.45 | 1.55 | 1.51 |
YTD | 7.19 | 0.76 | -0.07 |
1 Year | 15.31 | 3.20 | 2.14 |
3 Years Annualised | 1.29 | -0.01 | -1.49 |
5 Years Annualised | 3.79 | 0.57 | -0.18 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.80 | -0.29 | - | - |
2023 | 4.57 | 3.13 | -0.72 | 7.40 |
2022 | -5.12 | -8.41 | -7.25 | 5.45 |
2021 | -2.16 | 3.12 | -0.59 | 1.26 |
2020 | -1.39 | 4.89 | 2.61 | 3.54 |
2019 | 6.76 | 1.54 | -0.08 | 3.20 |
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