M&G (Lux) Optimal Income Fund EUR C 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 | 8.97 | -2.46 | 1.34 | 7.69 | -4.63 | -6.86 | 8.19 | -2.89 |
+/- Category | 2.79 | 1.41 | -0.13 | 0.44 | -2.04 | -0.98 | 4.33 | -3.05 |
+/- Category Index | 2.90 | -2.20 | -0.96 | -1.91 | -0.82 | 1.17 | 3.57 | -2.43 |
% Rank in Category | 11 | 27 | 54 | 46 | 79 | 56 | 3 | 98 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.44 | 0.32 | 0.12 |
1 Week | 0.03 | 0.31 | 0.18 |
1 Month | 0.33 | 0.33 | 0.40 |
3 Months | 1.42 | 0.91 | 0.66 |
6 Months | 1.06 | -1.21 | -0.46 |
YTD | -2.28 | -2.55 | -1.83 |
1 Year | 4.82 | 0.12 | 1.10 |
3 Years Annualised | -1.28 | -0.23 | 0.66 |
5 Years Annualised | -0.50 | -0.28 | 0.11 |
10 Years Annualised* | 2.34 | 0.19 | -0.27 |
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 | -1.64 | -1.27 | - | - |
2023 | 1.63 | -2.33 | 1.13 | 7.77 |
2022 | -4.49 | -6.01 | -2.84 | 6.78 |
2021 | -3.61 | 1.77 | 0.33 | -3.10 |
2020 | -7.33 | 11.21 | 1.31 | 3.15 |
2019 | -1.01 | 5.25 | -0.62 | -2.13 |
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