M&G (Lux) Optimal Income Fund EUR A 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 | 8.42 | -2.94 | 0.83 | 7.15 | -5.10 | -7.32 | 7.65 | -3.13 |
+/- Category | 2.24 | 0.93 | -0.64 | -0.10 | -2.52 | -1.44 | 3.79 | -3.29 |
+/- Category Index | 2.36 | -2.68 | -1.47 | -2.45 | -1.30 | 0.71 | 3.03 | -2.67 |
% Rank in Category | 15 | 36 | 61 | 55 | 84 | 62 | 5 | 99 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.44 | 0.32 | 0.12 |
1 Week | 0.02 | 0.30 | 0.17 |
1 Month | 0.29 | 0.29 | 0.36 |
3 Months | 1.29 | 0.78 | 0.53 |
6 Months | 0.81 | -1.46 | -0.71 |
YTD | -2.56 | -2.83 | -2.11 |
1 Year | 4.30 | -0.41 | 0.58 |
3 Years Annualised | -1.77 | -0.72 | 0.17 |
5 Years Annualised | -0.99 | -0.77 | -0.39 |
10 Years Annualised* | 1.86 | -0.29 | -0.75 |
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 | -1.76 | -1.40 | - | - |
2023 | 1.51 | -2.45 | 1.01 | 7.64 |
2022 | -4.61 | -6.12 | -2.96 | 6.65 |
2021 | -3.73 | 1.65 | 0.21 | -3.22 |
2020 | -7.45 | 11.06 | 1.18 | 3.03 |
2019 | -1.13 | 5.12 | -0.74 | -2.25 |
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