M&G Optimal Income Fund Sterling I Acc

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAverageAbove Average2 star
10-YearAbove AverageAbove Average4 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Optimal Income Fund Sterling I Acc
  • Morningstar UK Cau Tgt Alloc NR GBP
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev7.32 %
3-Yr Mean Return0.46 %
 
3-Yr Sharpe Ratio0.03
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 Morningstar UK Cau Tgt Alloc NR GBP  Red Rocks Gbl Listed Private Eqty TR USD
3-Yr Beta0.910.27
3-Yr Alpha-0.19-2.63
 
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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)