M&G Optimal Income Fund Sterling I IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 5.76 | -3.33 | 9.00 | 2.98 | 2.78 | -10.48 | 13.56 | 0.79 |
+/- Category | 1.43 | -0.51 | 0.49 | -0.80 | 0.36 | -0.20 | 6.32 | -0.37 |
+/- Category Index | - | - | - | -2.59 | 3.09 | 2.78 | 7.59 | 0.17 |
% Rank in Category | 15 | 64 | 29 | 60 | 39 | 46 | 1 | 69 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.40 | 0.59 | 0.44 |
1 Week | -0.51 | 0.85 | -0.12 |
1 Month | -1.30 | -0.51 | -0.68 |
3 Months | 0.23 | -0.37 | -0.13 |
6 Months | 8.31 | 2.84 | 2.75 |
YTD | -1.25 | -0.55 | -0.27 |
1 Year | 8.01 | 4.08 | 5.19 |
3 Years Annualised | 0.29 | 1.18 | 2.90 |
5 Years Annualised | 1.88 | 0.82 | 1.87 |
10 Years Annualised | 2.68 | 0.22 | 0.66 |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.79 | - | - | - |
2023 | 3.21 | 0.50 | 1.47 | 7.90 |
2022 | -4.70 | -7.39 | -4.45 | 6.16 |
2021 | 1.66 | 1.26 | 0.50 | -0.65 |
2020 | -10.81 | 7.96 | 1.93 | 4.92 |
2019 | 3.65 | 1.76 | 0.75 | 2.57 |
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