M&G (Lux) Optimal Income Fund EUR CI 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 | 8.95 | -3.34 | 1.38 | 7.73 | -4.59 | -6.82 | 8.23 | -2.87 |
+/- Category | 2.77 | 0.54 | -0.08 | 0.48 | -2.00 | -0.94 | 4.37 | -3.03 |
+/- Category Index | 2.88 | -3.07 | -0.92 | -1.87 | -0.78 | 1.21 | 3.61 | -2.41 |
% Rank in Category | 11 | 42 | 53 | 46 | 78 | 56 | 3 | 98 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.01 | -0.11 | -0.31 |
1 Week | -0.08 | 0.19 | 0.06 |
1 Month | 0.57 | 0.57 | 0.63 |
3 Months | 1.81 | 1.30 | 1.05 |
6 Months | 0.58 | -1.69 | -0.94 |
YTD | -2.24 | -2.52 | -1.80 |
1 Year | 5.24 | 0.53 | 1.52 |
3 Years Annualised | -1.22 | -0.16 | 0.72 |
5 Years Annualised | -0.58 | -0.36 | 0.02 |
10 Years Annualised* | - | - | - |
Category: EUR Cautious Allocation - Global | |||
Category Index: Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.63 | -1.26 | - | - |
2023 | 1.64 | -2.32 | 1.14 | 7.78 |
2022 | -4.48 | -5.99 | -2.83 | 6.79 |
2021 | -3.60 | 1.78 | 0.34 | -3.09 |
2020 | -7.32 | 11.21 | 1.32 | 3.17 |
2019 | -0.99 | 5.26 | -0.60 | -2.14 |
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