M&G (Lux) Optimal Income Fund GBP C-H IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/06 | ||||
Price Return | 2.28 | 2.28 | -10.76 | 12.36 | -0.18 | |||
+/- Category | -1.51 | -0.14 | -0.49 | 5.13 | -1.78 | |||
+/- Category Index | -3.29 | 2.58 | 2.49 | 6.40 | -1.02 | |||
% Rank in Category | 78 | 53 | 54 | 9 | 94 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | 0.29 | 0.02 |
1 Week | -0.18 | 0.34 | 0.17 |
1 Month | 0.62 | 0.53 | 0.43 |
3 Months | 3.49 | 1.09 | 0.81 |
6 Months | 2.84 | -0.39 | 0.22 |
YTD | 1.12 | -0.73 | -0.38 |
1 Year | 8.15 | 1.83 | 2.60 |
3 Years Annualised | 0.40 | 0.92 | 2.82 |
5 Years Annualised | 1.62 | 0.58 | 1.81 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.01 | -0.17 | - | - |
2023 | 3.12 | 0.27 | 0.45 | 8.19 |
2022 | -4.90 | -7.34 | -4.48 | 6.01 |
2021 | 1.39 | 1.14 | 0.37 | -0.62 |
2020 | -11.38 | 8.47 | 1.67 | 4.65 |
2019 | - | 1.64 | 0.81 | 2.52 |
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