M&G Optimal Income Fund Sterling I IncRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -3.3 | 9.0 | 3.0 | 2.8 | -7.8 |
| +/-Cat | -0.5 | 0.5 | -0.8 | 0.4 | -0.8 |
| +/-B’mrk | - | - | -2.6 | 3.1 | -0.6 |
| Category: GBP Allocation 0-20% Equity | ||||||
| Category Benchmark: Morningstar UK Cau Tgt Allo... | ||||||
| Key Stats | ||
| NAV 16/08/2022 | GBX 140.41 | |
| Day Change | 0.21% | |
| Morningstar Category™ | GBP Allocation 0-20% Equity | |
| IA (formerly IMA) Sector | £ Strategic Bond | |
| ISIN | GB00B1H05601 | |
| Fund Size (Mil) 16/08/2022 | GBP 1568.55 | |
| Share Class Size (Mil) 16/08/2022 | GBP 366.16 | |
| Max Initial Charge | - | |
| Ongoing Charge 24/03/2022 | 0.63% | |
| Morningstar Research |
| Analyst Report |
M&G Optimal Income utilises an established and time-tested process, offers exposure to a team that has experience in managing money across different stages of the credit cycle, and has achieved strong performance over the long term. The... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | High |
| Parent | Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: M&G Optimal Income Fund Sterling I Inc |
| The Fund aims to provide a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than the average return of the IA £ Strategic Bond Sector, over any five-year period. |
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| Management | ||
Manager Name Start Date | ||
Richard Woolnough 08/12/2006 | ||
Inception Date 08/12/2006 | ||
| Advertisement |
| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| IA Sterling Strategic Bond | Morningstar UK Cau Tgt Alloc NR GBP |
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| Portfolio Profile for M&G Optimal Income Fund Sterling I Inc | 31/07/2022 |
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