M&G Optimal Income Fund Sterling PP IncRegister 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 | 3.14 | 2.87 | -10.38 | 13.67 | 0.81 | |||
+/- Category | -0.65 | 0.45 | -0.11 | 6.44 | -0.34 | |||
+/- Category Index | -2.43 | 3.18 | 2.87 | 7.70 | 0.20 | |||
% Rank in Category | 55 | 36 | 43 | 1 | 67 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.04 | -0.11 | 0.08 |
1 Week | -0.64 | 0.05 | -0.26 |
1 Month | -1.23 | -0.60 | -0.61 |
3 Months | 0.24 | -0.71 | -0.12 |
6 Months | 9.26 | 3.33 | 3.70 |
YTD | -1.18 | -0.63 | -0.20 |
1 Year | 8.57 | 4.32 | 5.75 |
3 Years Annualised | 0.43 | 1.26 | 3.04 |
5 Years Annualised | - | - | - |
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 | 0.81 | - | - | - |
2023 | 3.24 | 0.52 | 1.49 | 7.93 |
2022 | -4.67 | -7.37 | -4.43 | 6.18 |
2021 | 1.68 | 1.28 | 0.52 | -0.62 |
2020 | -10.76 | 7.98 | 1.97 | 4.97 |
2019 | - | - | - | 2.61 |
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