M&G (Lux) Optimal Income Fund SGD A-H Acc

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Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
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1 Year Daily Volatility Chart (annualised)
  • M&G (Lux) Optimal Income Fund SGD A-H Acc
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev7.66 %
3-Yr Mean Return2.88 %
 
3-Yr Sharpe Ratio-0.05
 
Modern Portfolio Statistics-30/09/2024
 Standard IndexBest Fit Index
   Markit iBoxx EUR Corp Subordinated TR
3-Yr Beta-0.98
3-Yr Alpha-3.57
 
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* This share class has performance data calculated prior to the inception date, 2018-09-07. This is based upon a simulated/extended track record, using the track record of M&G Optimal Income SGD A-H Acc (ISIN: GB00BQSC1S40), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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