M&G (Lux) Optimal Income Fund GBP J-H 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 | 2.38 | 2.41 | -10.65 | 12.65 | -0.09 | |||
+/- Category | -1.41 | -0.01 | -0.38 | 5.41 | -1.69 | |||
+/- Category Index | -3.19 | 2.72 | 2.60 | 6.68 | -0.93 | |||
% Rank in Category | 77 | 44 | 51 | 7 | 93 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.17 | 0.01 | -0.26 |
1 Week | -0.23 | 0.29 | 0.12 |
1 Month | 0.88 | 0.79 | 0.69 |
3 Months | 3.66 | 1.26 | 0.98 |
6 Months | 2.37 | -0.85 | -0.24 |
YTD | 1.05 | -0.80 | -0.45 |
1 Year | 8.18 | 1.85 | 2.63 |
3 Years Annualised | 0.50 | 1.02 | 2.92 |
5 Years Annualised | 1.73 | 0.69 | 1.92 |
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 | -0.10 | - | - |
2023 | 3.17 | 0.36 | 0.48 | 8.27 |
2022 | -4.86 | -7.31 | -4.44 | 6.03 |
2021 | 1.42 | 1.17 | 0.41 | -0.60 |
2020 | -11.38 | 8.50 | 1.71 | 4.68 |
2019 | - | - | 0.86 | 2.53 |
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