M&G (Lux) Optimal Income Fund USD C-H AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017* | 2018* | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | -2.29 | 5.49 | 6.26 | 0.38 | 3.40 | 1.55 | 6.87 | -1.24 |
+/- Category | -0.17 | 3.30 | 0.22 | -2.01 | -0.68 | 1.46 | 5.26 | -2.93 |
+/- Category Index | - | - | - | - | 0.83 | 1.66 | 3.96 | -2.53 |
% Rank in Category | 49 | 9 | 50 | 74 | 60 | 37 | 2 | 98 |
Trailing Returns (GBP) | 10/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.93 | -0.64 | -0.78 |
1 Week | 0.30 | -0.19 | -0.04 |
1 Month | -1.82 | -0.38 | -0.58 |
3 Months | 0.19 | -1.46 | -1.35 |
6 Months | 1.01 | -1.76 | -1.46 |
YTD | -0.53 | -2.47 | -2.23 |
1 Year | 6.68 | 1.31 | 1.39 |
3 Years Annualised | 4.07 | 0.78 | 0.82 |
5 Years Annualised | 2.54 | 0.03 | 0.51 |
10 Years Annualised* | 6.15 | 0.96 | 0.35 |
Category: USD Cautious Allocation | |||
Category Index: Morningstar EAA USD Cau Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.00 | - | - | - |
2023 | 0.60 | -2.20 | 4.75 | 3.70 |
2022 | -2.15 | 0.53 | 4.45 | -1.15 |
2021 | 0.49 | 1.05 | 2.82 | -0.97 |
2020 | -4.61 | 9.10 | -2.74 | -0.82 |
2019 | 1.58 | 4.58 | 4.52 | -4.30 |
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