M&G (Lux) Optimal Income Fund USD J-H IncRegister 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 | 6.33 | 0.55 | 3.52 | 1.66 | 7.01 | 1.01 | ||
+/- Category | 0.29 | -1.84 | -0.56 | 1.56 | 5.40 | -2.28 | ||
+/- Category Index | - | - | 0.95 | 1.76 | 4.10 | -1.86 | ||
% Rank in Category | 49 | 71 | 56 | 36 | 2 | 93 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.44 | 0.42 | 0.15 |
1 Week | 0.61 | 0.66 | 0.34 |
1 Month | -0.93 | 0.30 | 0.26 |
3 Months | 0.50 | 0.37 | 0.46 |
6 Months | 1.77 | -0.55 | -0.19 |
YTD | 0.49 | -1.54 | -1.29 |
1 Year | 8.63 | 1.94 | 2.22 |
3 Years Annualised | 3.53 | 1.38 | 1.49 |
5 Years Annualised | 2.01 | 0.35 | 0.61 |
10 Years Annualised* | - | - | - |
Category: USD Cautious Allocation | |||
Category Index: Morningstar EAA USD Cau Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.06 | -0.05 | - | - |
2023 | 0.66 | -2.21 | 4.82 | 3.71 |
2022 | -2.13 | 0.62 | 4.49 | -1.20 |
2021 | 0.52 | 1.06 | 2.86 | -0.93 |
2020 | -4.55 | 9.15 | -2.72 | -0.80 |
2019 | 1.57 | 4.60 | 4.57 | -4.30 |
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