M&G (Lux) Optimal Income Fund GBP J-H IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/05 | ||||
Price Return | 2.46 | 2.41 | -10.63 | 12.59 | -1.48 | |||
+/- Category | -1.33 | -0.01 | -0.36 | 5.36 | -1.80 | |||
+/- Category Index | -3.12 | 2.72 | 2.62 | 6.62 | -1.42 | |||
% Rank in Category | 75 | 44 | 51 | 8 | 96 |
Trailing Returns (GBP) | 07/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.14 | -0.07 | 0.28 |
1 Week | 1.58 | 0.55 | 1.13 |
1 Month | 0.87 | 0.25 | 0.73 |
3 Months | 0.08 | -0.86 | -0.14 |
6 Months | 3.07 | -0.74 | 0.53 |
YTD | 0.08 | -1.18 | -0.32 |
1 Year | 8.44 | 1.95 | 3.35 |
3 Years Annualised | 0.28 | 0.49 | 2.41 |
5 Years Annualised | 2.06 | 0.62 | 2.22 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.02 | - | - | - |
2023 | 3.17 | 0.33 | 0.49 | 8.24 |
2022 | -4.86 | -7.31 | -4.44 | 6.05 |
2021 | 1.42 | 1.17 | 0.41 | -0.60 |
2020 | -11.34 | 8.51 | 1.71 | 4.70 |
2019 | - | - | 0.86 | 2.55 |
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