M&G Optimal Income Fund Sterling A Acc

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageHigh3 star
5-YearAbove AverageAbove Average4 star
10-YearAverageAbove Average3 star
OverallAbove AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Optimal Income Fund Sterling A Acc
  • Morningstar UK Cau Tgt Alloc NR GBP
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev8.66 %
3-Yr Mean Return0.34 %
 
3-Yr Sharpe Ratio-0.28
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar UK Cau Tgt Alloc NR GBP  Morningstar Gbl Corp Bd GR Hdg GBP
3-Yr Beta1.180.99
3-Yr Alpha3.302.96
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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