M&G (Lux) Optimal Income Fund EUR B IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017* | 2018* | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 7.89 | -3.44 | 0.34 | 6.61 | -5.58 | -7.78 | 7.12 | -1.69 |
+/- Category | 1.71 | 0.44 | -1.13 | -0.64 | -2.99 | -1.90 | 3.26 | -2.52 |
+/- Category Index | 1.83 | -3.17 | -1.96 | -2.99 | -1.77 | 0.25 | 2.50 | -2.52 |
% Rank in Category | 20 | 44 | 67 | 62 | 88 | 67 | 7 | 95 |
Trailing Returns (GBP) | 30/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.88 | 0.38 | 0.60 |
1 Week | 0.22 | 0.05 | 0.14 |
1 Month | -1.55 | -1.74 | -0.99 |
3 Months | -0.44 | -1.71 | -0.87 |
6 Months | 1.31 | -0.87 | -0.62 |
YTD | -3.01 | -4.80 | -3.49 |
1 Year | 5.10 | -2.40 | -0.95 |
3 Years Annualised | -1.66 | -1.42 | -0.55 |
5 Years Annualised | -0.86 | -1.58 | -0.92 |
10 Years Annualised* | - | - | - |
Category: EUR Cautious Allocation - Global | |||
Category Index: Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.88 | -1.52 | 1.74 | - |
2023 | 1.38 | -2.57 | 0.88 | 7.50 |
2022 | -4.73 | -6.24 | -3.08 | 6.51 |
2021 | -3.85 | 1.52 | 0.08 | -3.34 |
2020 | -7.56 | 10.92 | 1.05 | 2.90 |
2019 | -1.24 | 4.99 | -0.87 | -2.38 |
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