M&G Optimal Income Fund Sterling A IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 5.23 | -3.81 | 8.47 | 2.47 | 2.36 | -10.83 | 13.10 | -1.41 |
+/- Category | 0.90 | -0.99 | -0.04 | -1.32 | -0.06 | -0.56 | 5.86 | -1.22 |
+/- Category Index | - | - | - | -3.10 | 2.67 | 2.42 | 7.13 | -0.39 |
% Rank in Category | 24 | 83 | 45 | 74 | 46 | 56 | 5 | 89 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.29 | -0.18 | -0.02 |
1 Week | 0.48 | 0.11 | 0.19 |
1 Month | 2.24 | 0.11 | 0.82 |
3 Months | 1.34 | -0.84 | -0.18 |
6 Months | 5.46 | 0.21 | 1.31 |
YTD | 0.44 | -0.97 | -0.02 |
1 Year | 9.48 | 2.92 | 5.16 |
3 Years Annualised | 0.67 | 0.62 | 2.58 |
5 Years Annualised | 1.99 | 0.51 | 1.85 |
10 Years Annualised | 2.33 | -0.25 | 0.26 |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.70 | - | - | - |
2023 | 3.10 | 0.40 | 1.37 | 7.79 |
2022 | -4.79 | -7.48 | -4.54 | 6.05 |
2021 | 1.54 | 1.16 | 0.40 | -0.74 |
2020 | -10.91 | 7.82 | 1.80 | 4.79 |
2019 | 3.53 | 1.65 | 0.62 | 2.44 |
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