M&G (Lux) Optimal Income Fund EUR JI 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 | 7.89 | -4.45 | -6.68 | 8.44 | -2.77 | |||
+/- Category | 0.64 | -1.86 | -0.80 | 4.59 | -2.93 | |||
+/- Category Index | -1.71 | -0.64 | 1.35 | 3.82 | -2.31 | |||
% Rank in Category | 43 | 76 | 54 | 3 | 97 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.01 | -0.11 | -0.31 |
1 Week | -0.08 | 0.20 | 0.07 |
1 Month | 0.58 | 0.59 | 0.65 |
3 Months | 1.86 | 1.35 | 1.10 |
6 Months | 0.68 | -1.59 | -0.84 |
YTD | -2.13 | -2.41 | -1.69 |
1 Year | 5.45 | 0.74 | 1.72 |
3 Years Annualised | -1.04 | 0.01 | 0.90 |
5 Years Annualised | -0.42 | -0.20 | 0.19 |
10 Years Annualised | - | - | - |
Category: EUR Cautious Allocation - Global | |||
Category Index: Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.58 | -1.21 | - | - |
2023 | 1.69 | -2.27 | 1.19 | 7.83 |
2022 | -4.45 | -5.96 | -2.79 | 6.83 |
2021 | -3.57 | 1.82 | 0.38 | -3.05 |
2020 | -7.29 | 11.25 | 1.35 | 3.20 |
2019 | - | - | -0.55 | -2.10 |
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