M&G (Lux) Optimal Income Fund GBP J-H AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/09 | ||||
Price Return | 2.38 | 2.41 | -10.65 | 12.65 | 4.23 | |||
+/- Category | -1.41 | -0.01 | -0.38 | 5.41 | -0.11 | |||
+/- Category Index | -3.19 | 2.72 | 2.60 | 6.68 | 0.21 | |||
% Rank in Category | 77 | 44 | 51 | 7 | 59 |
Trailing Returns (GBP) | 31/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.60 | -0.69 | -0.42 |
1 Week | -0.80 | -0.64 | -0.53 |
1 Month | -2.05 | -1.50 | -1.10 |
3 Months | 0.19 | -1.09 | -0.71 |
6 Months | 4.26 | 0.34 | 0.17 |
YTD | 2.09 | -1.48 | -0.93 |
1 Year | 11.37 | 0.32 | 1.57 |
3 Years Annualised | 0.95 | 0.82 | 2.61 |
5 Years Annualised | 1.86 | 0.50 | 1.94 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.01 | -0.10 | 4.33 | - |
2023 | 3.17 | 0.36 | 0.48 | 8.27 |
2022 | -4.86 | -7.31 | -4.44 | 6.03 |
2021 | 1.42 | 1.17 | 0.41 | -0.60 |
2020 | -11.38 | 8.50 | 1.71 | 4.68 |
2019 | - | - | 0.86 | 2.53 |
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