M&G Optimal Income Fund Sterling J IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/04 | ||||
Price Return | 3.14 | 2.80 | -10.47 | 13.54 | -1.28 | |||
+/- Category | -0.64 | 0.38 | -0.20 | 6.31 | -1.08 | |||
+/- Category Index | -2.43 | 3.10 | 2.78 | 7.57 | -0.26 | |||
% Rank in Category | 55 | 38 | 46 | 1 | 82 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.94 | 0.23 | 0.55 |
1 Week | 1.32 | 0.45 | 0.04 |
1 Month | -0.25 | -0.29 | -0.57 |
3 Months | 0.61 | -0.74 | -0.36 |
6 Months | 6.88 | 0.94 | 1.76 |
YTD | 0.03 | -0.60 | -0.22 |
1 Year | 8.29 | 2.71 | 4.48 |
3 Years Annualised | 0.76 | 1.19 | 2.98 |
5 Years Annualised | 2.24 | 0.85 | 2.02 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.79 | - | - | - |
2023 | 3.21 | 0.49 | 1.47 | 7.89 |
2022 | -4.70 | -7.39 | -4.45 | 6.16 |
2021 | 1.67 | 1.26 | 0.50 | -0.65 |
2020 | -10.77 | 7.99 | 1.97 | 4.97 |
2019 | - | 1.80 | 0.79 | 2.61 |
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