M&G Optimal Income Fund Sterling R IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 5.50 | -3.57 | 8.73 | 2.72 | 2.53 | -10.69 | 13.27 | -1.36 |
+/- Category | 1.17 | -0.76 | 0.22 | -1.06 | 0.11 | -0.42 | 6.03 | -1.17 |
+/- Category Index | - | - | - | -2.85 | 2.84 | 2.56 | 7.30 | -0.34 |
% Rank in Category | 21 | 79 | 38 | 67 | 43 | 51 | 4 | 85 |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.44 | -0.11 | -0.51 |
1 Week | -0.36 | -0.10 | -0.35 |
1 Month | -2.51 | -0.89 | -1.14 |
3 Months | -2.07 | -1.73 | -1.11 |
6 Months | 7.68 | 1.34 | 2.69 |
YTD | -1.80 | -1.16 | -0.84 |
1 Year | 6.25 | 2.24 | 3.64 |
3 Years Annualised | -0.01 | 0.86 | 2.49 |
5 Years Annualised | 1.53 | 0.55 | 1.58 |
10 Years Annualised | 2.36 | -0.09 | 0.38 |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.74 | - | - | - |
2023 | 3.14 | 0.43 | 1.41 | 7.82 |
2022 | -4.75 | -7.45 | -4.51 | 6.09 |
2021 | 1.60 | 1.19 | 0.44 | -0.71 |
2020 | -10.86 | 7.89 | 1.87 | 4.84 |
2019 | 3.59 | 1.70 | 0.69 | 2.50 |
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