M&G Optimal Income Fund Sterling J AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/03 | ||||
Price Return | 3.10 | 2.80 | -10.48 | 13.53 | 0.78 | |||
+/- Category | -0.68 | 0.38 | -0.21 | 6.30 | -0.37 | |||
+/- Category Index | -2.47 | 3.11 | 2.77 | 7.57 | 0.17 | |||
% Rank in Category | 56 | 38 | 47 | 2 | 69 |
Trailing Returns (GBP) | 22/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.34 | -0.39 | -0.60 |
1 Week | -0.55 | -0.02 | -0.65 |
1 Month | -2.19 | -0.77 | -1.05 |
3 Months | -0.36 | -0.99 | -0.67 |
6 Months | 9.00 | 2.18 | 2.83 |
YTD | -1.54 | -1.02 | -0.85 |
1 Year | 7.76 | 3.45 | 4.66 |
3 Years Annualised | 0.30 | 1.04 | 2.84 |
5 Years Annualised | 1.86 | 0.77 | 1.80 |
10 Years Annualised | - | - | - |
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 | 0.78 | - | - | - |
2023 | 3.20 | 0.48 | 1.47 | 7.89 |
2022 | -4.70 | -7.40 | -4.45 | 6.15 |
2021 | 1.69 | 1.25 | 0.50 | -0.64 |
2020 | -10.79 | 8.00 | 1.97 | 4.95 |
2019 | - | 1.79 | 0.79 | 2.62 |
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