M&G (Lux) Optimal Income Fund EUR C 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 | 8.97 | -2.46 | 1.34 | 7.69 | -4.63 | -6.86 | 8.19 | -3.58 |
+/- Category | 2.79 | 1.41 | -0.13 | 0.44 | -2.04 | -0.98 | 4.33 | -3.54 |
+/- Category Index | 2.90 | -2.20 | -0.96 | -1.91 | -0.82 | 1.17 | 3.57 | -2.93 |
% Rank in Category | 11 | 27 | 54 | 46 | 79 | 56 | 3 | 100 |
Trailing Returns (GBP) | 07/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.36 | -0.18 | 0.16 |
1 Week | 1.23 | 0.90 | 1.08 |
1 Month | -0.27 | 0.09 | 0.49 |
3 Months | -0.78 | -1.41 | -0.67 |
6 Months | 1.45 | -1.75 | -0.67 |
YTD | -2.39 | -2.78 | -1.89 |
1 Year | 5.73 | 0.49 | 1.25 |
3 Years Annualised | -1.45 | -0.71 | 0.11 |
5 Years Annualised | 0.03 | -0.33 | 0.22 |
10 Years Annualised* | 2.09 | 0.15 | -0.34 |
Category: EUR Cautious Allocation - Global | |||
Category Index: Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.64 | - | - | - |
2023 | 1.63 | -2.33 | 1.13 | 7.77 |
2022 | -4.49 | -6.01 | -2.84 | 6.78 |
2021 | -3.61 | 1.77 | 0.33 | -3.10 |
2020 | -7.33 | 11.21 | 1.31 | 3.15 |
2019 | -1.01 | 5.25 | -0.62 | -2.13 |
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