M&G (Lux) Optimal Income J H CHF Acc |
Growth Of 1000 (EUR) | 31/08/2024 |
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Annual Returns (EUR) | 31/08/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |||
Total Return | 11.01 | 2.42 | 6.06 | -7.75 | 15.62 | -0.17 | ||
+/- Category | -0.95 | 0.19 | -2.47 | -0.24 | 5.33 | -3.25 | ||
+/- Category Index | 1.25 | 0.08 | -1.57 | 3.39 | -3.05 | -5.31 | ||
% Rank in Category | 68 | 53 | 81 | 49 | 1 | 97 |
Trailing Returns (EUR) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.43 | -0.25 | -0.04 |
1 Week | 0.27 | -0.82 | 0.20 |
1 Month | 0.35 | -0.63 | -0.01 |
3 Months | 5.19 | 0.83 | 2.44 |
6 Months | 6.02 | -0.10 | -0.55 |
YTD | -0.13 | -2.32 | -4.92 |
1 Year | 10.99 | 0.30 | -3.48 |
3 Years Annualised | 3.34 | -0.11 | -1.90 |
5 Years Annualised | 3.37 | 0.00 | -0.67 |
10 Years Annualised* | - | - | - |
Category: CHF Cautious Allocation | |||
Category Index: Cat 75%Citi SwissGBI&25%MSCI Wld Free NR |
Quarterly Returns (EUR) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -5.20 | -0.06 | - | - |
2023 | 1.79 | 1.27 | 0.34 | 11.77 |
2022 | -4.00 | -5.62 | -1.11 | 2.96 |
2021 | -0.99 | 1.88 | 1.58 | 3.51 |
2020 | -9.11 | 7.99 | 0.25 | 4.09 |
2019 | 3.86 | 2.03 | 2.59 | 2.12 |
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