M&G (Lux) Optimal Income Fund USD CI-H AccRegister 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 | -2.29 | 5.54 | 6.27 | 0.40 | 3.47 | 1.73 | 6.90 | 0.87 |
+/- Category | -0.17 | 3.35 | 0.24 | -1.99 | -0.61 | 1.63 | 5.30 | -2.41 |
+/- Category Index | - | - | - | - | 0.90 | 1.83 | 4.00 | -1.99 |
% Rank in Category | 49 | 8 | 50 | 74 | 57 | 36 | 2 | 95 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.44 | 0.42 | 0.15 |
1 Week | 0.61 | 0.66 | 0.34 |
1 Month | -0.94 | 0.29 | 0.25 |
3 Months | 0.46 | 0.33 | 0.42 |
6 Months | 1.64 | -0.69 | -0.32 |
YTD | 0.34 | -1.69 | -1.44 |
1 Year | 8.42 | 1.73 | 2.02 |
3 Years Annualised | 3.46 | 1.32 | 1.42 |
5 Years Annualised | 1.93 | 0.26 | 0.53 |
10 Years Annualised* | 6.39 | 0.87 | 0.54 |
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 | 1.00 | -0.13 | - | - |
2023 | 0.62 | -2.20 | 4.77 | 3.69 |
2022 | -2.10 | 0.54 | 4.46 | -1.06 |
2021 | 0.50 | 1.05 | 2.85 | -0.94 |
2020 | -4.61 | 9.11 | -2.73 | -0.83 |
2019 | 1.55 | 4.59 | 4.57 | -4.32 |
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