M&G Optimal Income Fund Sterling R AccRegister 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 | 5.50 | -3.57 | 8.73 | 2.70 | 2.52 | -10.71 | 13.25 | -1.36 |
+/- Category | 1.17 | -0.75 | 0.22 | -1.09 | 0.10 | -0.44 | 6.02 | -1.16 |
+/- Category Index | - | - | - | -2.87 | 2.83 | 2.54 | 7.29 | -0.34 |
% Rank in Category | 21 | 79 | 39 | 68 | 43 | 52 | 4 | 85 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.29 | -0.18 | -0.03 |
1 Week | 0.48 | 0.11 | 0.19 |
1 Month | 2.25 | 0.13 | 0.83 |
3 Months | 1.39 | -0.80 | -0.13 |
6 Months | 5.54 | 0.29 | 1.39 |
YTD | 0.50 | -0.91 | 0.04 |
1 Year | 9.63 | 3.08 | 5.32 |
3 Years Annualised | 0.81 | 0.76 | 2.72 |
5 Years Annualised | 2.17 | 0.69 | 2.03 |
10 Years Annualised | 2.54 | -0.05 | 0.46 |
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 | 0.73 | - | - | - |
2023 | 3.15 | 0.42 | 1.41 | 7.82 |
2022 | -4.76 | -7.45 | -4.51 | 6.08 |
2021 | 1.59 | 1.19 | 0.43 | -0.71 |
2020 | -10.86 | 7.87 | 1.87 | 4.85 |
2019 | 3.59 | 1.69 | 0.69 | 2.51 |
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