M&G (Lux) Optimal Income Fund USD J-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 | 0.58 | 3.64 | 1.74 | 7.12 | 0.98 | |||
+/- Category | -1.81 | -0.44 | 1.65 | 5.51 | -2.30 | |||
+/- Category Index | - | 1.07 | 1.85 | 4.22 | -1.88 | |||
% Rank in Category | 71 | 54 | 36 | 2 | 94 |
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 | -0.01 |
1 Month | -0.90 | 0.33 | 0.29 |
3 Months | 0.56 | 0.44 | 0.52 |
6 Months | 1.52 | -0.80 | -0.44 |
YTD | 0.47 | -1.55 | -1.30 |
1 Year | 9.26 | 2.57 | 2.86 |
3 Years Annualised | 3.75 | 1.61 | 1.71 |
5 Years Annualised | 1.88 | 0.22 | 0.48 |
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 | 1.05 | -0.07 | - | - |
2023 | 0.65 | -2.16 | 4.84 | 3.76 |
2022 | -2.08 | 0.59 | 4.50 | -1.15 |
2021 | 0.55 | 1.11 | 2.90 | -0.93 |
2020 | -4.55 | 9.14 | -2.69 | -0.78 |
2019 | - | - | 4.56 | -4.28 |
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