M&G (Lux) Optimal Income Fund USD C-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 | 5.49 | 6.26 | 0.38 | 3.40 | 1.55 | 6.87 | 0.86 |
+/- Category | -0.17 | 3.30 | 0.22 | -2.01 | -0.68 | 1.46 | 5.26 | -2.43 |
+/- Category Index | - | - | - | - | 0.83 | 1.66 | 3.96 | -2.01 |
% Rank in Category | 49 | 9 | 50 | 74 | 60 | 37 | 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 | 0.28 | 0.25 |
3 Months | 0.44 | 0.32 | 0.40 |
6 Months | 1.62 | -0.70 | -0.34 |
YTD | 0.32 | -1.70 | -1.45 |
1 Year | 8.41 | 1.71 | 2.00 |
3 Years Annualised | 3.36 | 1.22 | 1.32 |
5 Years Annualised | 1.86 | 0.20 | 0.46 |
10 Years Annualised* | 6.35 | 0.83 | 0.50 |
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 | -0.15 | - | - |
2023 | 0.60 | -2.20 | 4.75 | 3.70 |
2022 | -2.15 | 0.53 | 4.45 | -1.15 |
2021 | 0.49 | 1.05 | 2.82 | -0.97 |
2020 | -4.61 | 9.10 | -2.74 | -0.82 |
2019 | 1.58 | 4.58 | 4.52 | -4.30 |
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