M&G (Lux) Optimal Income CI EUR Inc |
Growth Of 1000 (EUR) | 31/08/2024 |
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Annual Returns (EUR) | 31/08/2024 | |||||||
2017* | 2018* | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Total Return | 4.77 | -4.40 | 7.40 | 1.98 | 1.72 | -11.82 | 10.81 | 2.51 |
+/- Category | 2.66 | 0.53 | -0.09 | 0.45 | -2.14 | -0.89 | 4.48 | -1.44 |
+/- Category Index | 2.77 | -3.04 | -0.97 | -1.77 | -0.84 | 1.14 | 3.69 | -1.55 |
% Rank in Category | 11 | 42 | 53 | 46 | 78 | 56 | 3 | 85 |
Trailing Returns (EUR) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.12 | -0.24 | -0.28 |
1 Week | -0.36 | -0.83 | -0.82 |
1 Month | 0.61 | -0.61 | -0.54 |
3 Months | 3.76 | 1.18 | 0.64 |
6 Months | 3.19 | -0.32 | -0.40 |
YTD | 2.98 | -2.54 | -2.13 |
1 Year | 10.70 | -0.14 | -0.16 |
3 Years Annualised | -0.10 | -0.23 | 0.34 |
5 Years Annualised | 1.30 | -0.06 | 0.47 |
10 Years Annualised* | 1.85 | 0.23 | -0.26 |
Category: EUR Cautious Allocation - Global | |||
Category Index: Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Quarterly Returns (EUR) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.29 | -0.44 | - | - |
2023 | 2.63 | 0.01 | 0.06 | 7.89 |
2022 | -5.10 | -7.72 | -4.68 | 5.63 |
2021 | 1.29 | 1.00 | 0.22 | -0.79 |
2020 | -11.26 | 8.26 | 1.53 | 4.54 |
2019 | 3.13 | 1.37 | 0.54 | 2.18 |
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