M&G Optimal Income Fund Sterling I AccRegister 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 | 5.77 | -3.33 | 9.00 | 2.96 | 2.78 | -10.49 | 13.53 | 0.79 |
+/- Category | 1.44 | -0.51 | 0.49 | -0.83 | 0.36 | -0.21 | 6.30 | -0.36 |
+/- Category Index | - | - | - | -2.61 | 3.08 | 2.77 | 7.57 | 0.18 |
% Rank in Category | 14 | 63 | 30 | 61 | 39 | 47 | 2 | 68 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.07 | 0.15 | 0.14 |
1 Week | -0.18 | -0.18 | -0.01 |
1 Month | -1.91 | -0.57 | -0.51 |
3 Months | 0.12 | -0.65 | 0.19 |
6 Months | 8.28 | 1.85 | 2.69 |
YTD | -1.42 | -0.85 | -0.27 |
1 Year | 6.86 | 2.71 | 4.70 |
3 Years Annualised | 0.33 | 1.12 | 3.01 |
5 Years Annualised | 1.85 | 0.78 | 1.93 |
10 Years Annualised | 2.64 | 0.19 | 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 | 0.48 | 1.47 | 7.89 |
2022 | -4.70 | -7.39 | -4.45 | 6.15 |
2021 | 1.66 | 1.26 | 0.50 | -0.65 |
2020 | -10.81 | 7.95 | 1.93 | 4.92 |
2019 | 3.65 | 1.75 | 0.75 | 2.58 |
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