M&G Optimal Income Fund Sterling PP IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/07 | ||||
Price Return | 3.14 | 2.87 | -10.38 | 13.67 | 2.78 | |||
+/- Category | -0.65 | 0.45 | -0.11 | 6.44 | 0.04 | |||
+/- Category Index | -2.43 | 3.18 | 2.87 | 7.70 | 0.24 | |||
% Rank in Category | 55 | 36 | 43 | 1 | 48 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.44 | 0.25 | 0.06 |
1 Week | 0.82 | 0.60 | 0.30 |
1 Month | 2.59 | 1.84 | 1.07 |
3 Months | 4.27 | 2.40 | 1.23 |
6 Months | 5.31 | 1.56 | 0.65 |
YTD | 4.23 | 1.36 | 1.02 |
1 Year | 12.07 | 3.87 | 3.62 |
3 Years Annualised | 1.93 | 2.22 | 3.92 |
5 Years Annualised | 3.08 | 1.80 | 3.20 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.81 | -0.31 | - | - |
2023 | 3.24 | 0.52 | 1.49 | 7.93 |
2022 | -4.67 | -7.37 | -4.43 | 6.18 |
2021 | 1.68 | 1.28 | 0.52 | -0.62 |
2020 | -10.76 | 7.98 | 1.97 | 4.97 |
2019 | - | - | - | 2.61 |
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