M&G Optimal Income Fund Sterling A AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/01/2025 |
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Annual Returns (GBP) | 31/01/2025 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 31/01 | |
Price Return | -3.81 | 8.46 | 2.44 | 2.35 | -10.84 | 13.09 | 2.26 | 0.64 |
+/- Category | -1.00 | -0.05 | -1.34 | -0.07 | -0.57 | 5.85 | -1.31 | -0.69 |
+/- Category Index | - | - | -3.13 | 2.66 | 2.41 | 7.12 | -1.21 | -0.28 |
% Rank in Category | 84 | 45 | 77 | 46 | 56 | 5 | 82 | 92 |
Trailing Returns (GBP) | 10/02/2025 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.29 | -0.22 | -0.44 |
1 Week | 0.45 | -0.02 | 0.07 |
1 Month | 2.36 | 0.18 | 0.20 |
3 Months | 0.95 | -0.93 | -0.62 |
6 Months | 0.23 | -2.39 | -1.85 |
YTD | 1.17 | -0.60 | -0.22 |
1 Year | 4.26 | -1.84 | -1.71 |
3 Years Annualised | 2.15 | 0.85 | 2.17 |
5 Years Annualised | 1.81 | 0.54 | 1.92 |
10 Years Annualised | 2.37 | -0.10 | 0.54 |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/01/2025 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.69 | -0.43 | 4.57 | -2.46 |
2023 | 3.11 | 0.38 | 1.37 | 7.78 |
2022 | -4.79 | -7.48 | -4.54 | 6.04 |
2021 | 1.54 | 1.15 | 0.40 | -0.75 |
2020 | -10.92 | 7.81 | 1.80 | 4.79 |
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