M&G (Lux) Optimal Income Fund USD A-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 | -2.76 | 4.97 | 5.66 | -0.09 | 2.88 | 1.07 | 6.24 | 0.63 |
+/- Category | -0.64 | 2.78 | -0.38 | -2.48 | -1.20 | 0.97 | 4.63 | -2.65 |
+/- Category Index | - | - | - | - | 0.31 | 1.17 | 3.34 | -2.23 |
% Rank in Category | 59 | 14 | 59 | 79 | 67 | 41 | 4 | 97 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.01 | -0.01 | -0.28 |
1 Week | 0.25 | 0.31 | -0.02 |
1 Month | -0.94 | 0.29 | 0.25 |
3 Months | 0.39 | 0.27 | 0.35 |
6 Months | 1.20 | -1.13 | -0.76 |
YTD | 0.08 | -1.95 | -1.70 |
1 Year | 8.40 | 1.71 | 2.00 |
3 Years Annualised | 3.00 | 0.85 | 0.96 |
5 Years Annualised | 1.16 | -0.50 | -0.24 |
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 | 0.87 | -0.24 | - | - |
2023 | 0.49 | -2.38 | 4.63 | 3.51 |
2022 | -2.27 | 0.46 | 4.32 | -1.32 |
2021 | 0.37 | 0.92 | 2.70 | -1.10 |
2020 | -4.71 | 8.97 | -2.86 | -0.95 |
2019 | 1.40 | 4.45 | 4.42 | -4.45 |
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