M&G Optimal Income Fund Sterling I Acc

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Growth Of 1000 (GBP) 31/05/2022
Fund:  M&G Optimal Income Fund Sterling I Acc
Category:  GBP Allocation 0-20% Equity
Category Index:  Morningstar UK Cau Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/05/2022
 201520162017201820192020202131/05
Price Return-0.868.145.77-3.339.002.962.78-7.21
+/- Category-1.180.541.44-0.510.49-0.830.36-1.07
+/- Category Index------2.613.080.68
% Rank in Category6730146330613969
Trailing Returns (GBP)29/06/2022
   Total Returns   +/- Category   +/- Category Index
1 Day-0.13   0.09-0.59
1 Week-0.22   -0.93-0.87
1 Month-4.78   -1.71-1.72
3 Months-6.69   -1.39-1.30
6 Months-11.83   -2.39-2.00
YTD-11.77   -2.39-1.79
1 Year-11.87   -3.49-2.71
3 Years Annualised-1.19   -0.600.01
5 Years Annualised0.09   -0.57-0.49
10 Years Annualised3.13   -0.020.61
 
Quarterly Returns (GBP)31/05/2022
 Quarter 1Quarter 2Quarter 3Quarter 4
2022-4.70---
20211.661.260.50-0.65
2020-10.817.951.934.92
20193.651.750.752.58
2018-0.34-1.070.60-2.53
20171.182.540.931.00
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 1831 Mar 1931 Mar 2031 Mar 2131 Mar 22
4.180.55-6.2117.35-3.65
 
 
 
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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)