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) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.20 | -0.01 | -0.13 |
1 Week | 0.82 | 0.64 | 0.30 |
1 Month | -1.09 | 0.04 | -0.47 |
3 Months | -1.67 | -1.47 | -1.59 |
6 Months | 6.59 | 0.87 | 1.87 |
YTD | -1.04 | -0.67 | -0.41 |
1 Year | 6.45 | 2.03 | 3.79 |
3 Years Annualised | 0.11 | 0.79 | 2.51 |
5 Years Annualised | 1.52 | 0.39 | 1.46 |
10 Years Annualised | 2.22 | -0.23 | 0.21 |
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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