M&G (Lux) Optimal Income Fund USD CI-H IncRegister 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 | -2.27 | 4.46 | 6.37 | 0.15 | 3.47 | 1.66 | 6.83 | 0.90 |
+/- Category | -0.15 | 2.27 | 0.33 | -2.23 | -0.61 | 1.56 | 5.23 | -2.38 |
+/- Category Index | - | - | - | - | 0.90 | 1.76 | 3.93 | -1.96 |
% Rank in Category | 49 | 20 | 49 | 77 | 57 | 37 | 3 | 94 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.01 | -0.01 | -0.28 |
1 Week | 0.26 | 0.32 | 0.00 |
1 Month | -0.90 | 0.32 | 0.29 |
3 Months | 0.52 | 0.39 | 0.48 |
6 Months | 1.46 | -0.86 | -0.50 |
YTD | 0.38 | -1.64 | -1.39 |
1 Year | 8.99 | 2.30 | 2.59 |
3 Years Annualised | 3.58 | 1.44 | 1.54 |
5 Years Annualised | 1.67 | 0.00 | 0.27 |
10 Years Annualised* | - | - | - |
Category: USD Cautious Allocation | |||
Category Index: Morningstar EAA USD Cau Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.01 | -0.11 | - | - |
2023 | 0.62 | -2.25 | 4.79 | 3.65 |
2022 | -2.11 | 0.59 | 4.46 | -1.17 |
2021 | 0.51 | 1.06 | 2.83 | -0.94 |
2020 | -4.59 | 8.87 | -2.73 | -0.87 |
2019 | 1.66* | 4.59 | 4.57 | -4.33 |
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