M&G Optimal Income Fund Sterling R 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 | 5.50 | -3.57 | 8.73 | 2.70 | 2.52 | -10.71 | 13.25 | 0.73 |
+/- Category | 1.17 | -0.75 | 0.22 | -1.09 | 0.10 | -0.44 | 6.02 | -0.42 |
+/- Category Index | - | - | - | -2.87 | 2.83 | 2.54 | 7.29 | 0.12 |
% Rank in Category | 21 | 79 | 39 | 68 | 43 | 52 | 4 | 76 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.30 | -0.22 | -0.56 |
1 Week | -0.52 | -0.47 | -0.59 |
1 Month | -2.41 | -0.93 | -1.16 |
3 Months | -1.13 | -1.54 | -1.30 |
6 Months | 8.35 | 1.67 | 2.61 |
YTD | -1.79 | -1.15 | -0.90 |
1 Year | 6.12 | 2.06 | 3.50 |
3 Years Annualised | -0.01 | 0.80 | 2.59 |
5 Years Annualised | 1.55 | 0.51 | 1.60 |
10 Years Annualised | 2.37 | -0.08 | 0.36 |
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 | 0.73 | - | - | - |
2023 | 3.15 | 0.42 | 1.41 | 7.82 |
2022 | -4.76 | -7.45 | -4.51 | 6.08 |
2021 | 1.59 | 1.19 | 0.43 | -0.71 |
2020 | -10.86 | 7.87 | 1.87 | 4.85 |
2019 | 3.59 | 1.69 | 0.69 | 2.51 |
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