M&G (Lux) Optimal Income Fund EUR J AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |||
Price Return | 1.49 | 7.86 | -4.49 | -6.72 | 8.39 | -2.79 | ||
+/- Category | 0.02 | 0.60 | -1.90 | -0.84 | 4.54 | -2.95 | ||
+/- Category Index | -0.81 | -1.74 | -0.68 | 1.31 | 3.77 | -2.33 | ||
% Rank in Category | 52 | 44 | 77 | 55 | 3 | 97 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.01 | -0.11 | -0.31 |
1 Week | -0.08 | 0.20 | 0.07 |
1 Month | 0.58 | 0.58 | 0.65 |
3 Months | 1.85 | 1.34 | 1.09 |
6 Months | 0.67 | -1.61 | -0.86 |
YTD | -2.15 | -2.43 | -1.71 |
1 Year | 5.41 | 0.70 | 1.68 |
3 Years Annualised | -1.08 | -0.03 | 0.86 |
5 Years Annualised | -0.46 | -0.24 | 0.15 |
10 Years Annualised* | - | - | - |
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 | -1.58 | -1.22 | - | - |
2023 | 1.68 | -2.29 | 1.18 | 7.82 |
2022 | -4.45 | -5.97 | -2.80 | 6.82 |
2021 | -3.58 | 1.81 | 0.37 | -3.06 |
2020 | -7.30 | 11.25 | 1.34 | 3.19 |
2019 | -0.98 | 5.30 | -0.61 | -2.07 |
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