M&G UK Income Distribution Fund Sterling A IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 9.35 | -8.39 | 17.46 | -9.65 | 12.00 | -0.18 | 3.03 | 5.78 |
+/- Category | -0.65 | -2.03 | 1.79 | -14.90 | 0.86 | 9.90 | -5.33 | -0.19 |
+/- Category Index | - | - | - | -14.17 | -0.26 | 7.08 | -7.64 | -1.26 |
% Rank in Category | 61 | 80 | 26 | 99 | 41 | 3 | 97 | 56 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.32 | -0.50 | -0.20 |
1 Week | 0.17 | -0.25 | -0.09 |
1 Month | 2.46 | 0.94 | 1.36 |
3 Months | 4.48 | 1.43 | 0.57 |
6 Months | 8.27 | 0.60 | -0.34 |
YTD | 6.68 | 0.02 | -1.15 |
1 Year | 12.40 | -0.47 | -2.66 |
3 Years Annualised | 3.81 | 1.14 | -1.22 |
5 Years Annualised | 3.22 | -1.34 | -2.52 |
10 Years Annualised | 4.23 | -1.55 | -2.88 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.53 | 4.19 | - | - |
2023 | 0.66 | -3.00 | 2.78 | 2.67 |
2022 | 2.80 | -4.74 | -5.73 | 8.12 |
2021 | 5.66 | 3.72 | 1.19 | 0.99 |
2020 | -22.25 | 7.86 | -3.39 | 11.52 |
2019 | 8.01 | 2.44 | 1.42 | 4.68 |
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