M&G (Lux) Optimal Income Fund USD A-H M IncRegister 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 | -2.77 | 5.03 | 5.68 | 0.09 | 2.95 | 1.07 | 6.30 | -1.43 |
+/- Category | -0.65 | 2.84 | -0.36 | -2.30 | -1.13 | 0.97 | 4.69 | -3.12 |
+/- Category Index | - | - | - | - | 0.38 | 1.17 | 3.39 | -2.72 |
% Rank in Category | 59 | 13 | 58 | 77 | 65 | 41 | 4 | 99 |
Trailing Returns (GBP) | 07/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.26 | 0.02 | 0.26 |
1 Week | 1.66 | 0.78 | 1.10 |
1 Month | -0.50 | -0.03 | 0.32 |
3 Months | 0.57 | -0.99 | -0.48 |
6 Months | 1.78 | -1.53 | -0.89 |
YTD | 0.20 | -2.13 | -1.65 |
1 Year | 6.04 | 1.30 | 1.30 |
3 Years Annualised | 4.01 | 0.32 | 0.55 |
5 Years Annualised | 2.38 | -0.30 | 0.22 |
10 Years Annualised* | - | - | - |
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 | 0.88 | - | - | - |
2023 | 0.46 | -2.34 | 4.65 | 3.53 |
2022 | -2.26 | 0.43 | 4.33 | -1.31 |
2021 | 0.39 | 0.93 | 2.71 | -1.07 |
2020 | -4.52 | 8.95 | -2.85 | -0.96 |
2019 | 1.41 | 4.44 | 4.40 | -4.42 |
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