M&G (Lux) Optimal Income Fund EUR B Inc

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh2 star
5-YearBelow AverageAbove Average2 star
10-Year*--Not Rated
Overall*Below AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G (Lux) Optimal Income Fund EUR B Inc
  • Morningstar EU Cau Gbl Tgt Alloc NR EUR
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev7.86 %
3-Yr Mean Return-1.80 %
 
3-Yr Sharpe Ratio-0.66
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar EU Cau Gbl Tgt Alloc NR EUR  Morningstar Gbl Corp Bd GR Hdg EUR
3-Yr Beta1.240.98
3-Yr Alpha-0.111.76
 
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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 Euro B-H Inc (ISIN: GB00BYQRC283), 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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