M&G (Lux) Optimal Income Fund USD JI-H M 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 | 0.53 | 3.59 | 1.76 | 7.13 | 1.01 | |||
+/- Category | -1.86 | -0.49 | 1.66 | 5.52 | -2.27 | |||
+/- Category Index | - | 1.02 | 1.86 | 4.23 | -1.85 | |||
% Rank in Category | 72 | 55 | 36 | 2 | 93 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.01 | -0.01 | -0.28 |
1 Week | 0.26 | 0.32 | 0.00 |
1 Month | -0.89 | 0.34 | 0.30 |
3 Months | 0.57 | 0.45 | 0.54 |
6 Months | 1.55 | -0.78 | -0.41 |
YTD | 0.50 | -1.52 | -1.27 |
1 Year | 9.28 | 2.59 | 2.87 |
3 Years Annualised | 3.78 | 1.63 | 1.74 |
5 Years Annualised | 1.88 | 0.22 | 0.49 |
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 | 1.07 | -0.06 | - | - |
2023 | 0.65 | -2.15 | 4.87 | 3.72 |
2022 | -2.11 | 0.60 | 4.51 | -1.12 |
2021 | 0.50 | 1.11 | 2.88 | -0.90 |
2020 | -4.62 | 9.15 | -2.68 | -0.77 |
2019 | - | - | 4.62 | -4.28 |
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