M&G Optimal Income Fund Sterling J AccRegister 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 | 3.10 | 2.80 | -10.48 | 13.53 | 0.46 | |||
+/- Category | -0.68 | 0.38 | -0.21 | 6.30 | -1.14 | |||
+/- Category Index | -2.47 | 3.11 | 2.77 | 7.57 | -0.38 | |||
% Rank in Category | 56 | 38 | 47 | 2 | 85 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | 0.02 | 0.15 |
1 Week | 0.61 | 0.20 | 0.28 |
1 Month | 0.72 | -0.06 | 0.29 |
3 Months | 2.74 | 0.50 | 0.24 |
6 Months | 2.51 | -0.49 | 0.27 |
YTD | 1.71 | -0.55 | 0.03 |
1 Year | 9.26 | 1.60 | 2.84 |
3 Years Annualised | 1.06 | 1.33 | 3.20 |
5 Years Annualised | 2.39 | 1.17 | 2.46 |
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 | 0.78 | -0.33 | - | - |
2023 | 3.20 | 0.48 | 1.47 | 7.89 |
2022 | -4.70 | -7.40 | -4.45 | 6.15 |
2021 | 1.69 | 1.25 | 0.50 | -0.64 |
2020 | -10.79 | 8.00 | 1.97 | 4.95 |
2019 | - | 1.79 | 0.79 | 2.62 |
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