M&G (Lux) Optimal Income Fund USD JI-H 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 | 6.45 | 0.59 | 3.56 | 1.85 | 7.20 | 0.98 | ||
+/- Category | 0.41 | -1.79 | -0.52 | 1.76 | 5.59 | -2.31 | ||
+/- Category Index | - | - | 0.98 | 1.96 | 4.30 | -1.89 | ||
% Rank in Category | 47 | 70 | 56 | 35 | 2 | 94 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.01 | -0.01 | -0.28 |
1 Week | 0.27 | 0.32 | 0.00 |
1 Month | -0.88 | 0.35 | 0.31 |
3 Months | 0.58 | 0.45 | 0.54 |
6 Months | 1.55 | -0.78 | -0.41 |
YTD | 0.48 | -1.54 | -1.30 |
1 Year | 9.28 | 2.59 | 2.87 |
3 Years Annualised | 3.82 | 1.67 | 1.78 |
5 Years Annualised | 1.92 | 0.26 | 0.52 |
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 | 1.05 | -0.07 | - | - |
2023 | 0.66 | -2.11 | 4.82 | 3.79 |
2022 | -2.03 | 0.58 | 4.52 | -1.11 |
2021 | 0.52 | 1.08 | 2.88 | -0.92 |
2020 | -4.55 | 9.16 | -2.70 | -0.79 |
2019 | 1.60 | 4.63 | 4.61 | -4.28 |
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