LSE - Delayed Quote • GBp
M&G UK Sustain Paris Algnd £ I Acc (0P0000WN53.L)
At close: April 24 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.58% |
| 5y Average Return | 1.40% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 24, 2024) | 24.06% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 24.06% |
| Worst 3Y Total Return | -1.38% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000WN53.L
Category
- YTD
- 1.73%
- 0.00%
- 1-Month
- 2.90%
- 0.00%
- 3-Month
- 1.73%
- 0.00%
- 1-Year
- 6.99%
- 0.00%
- 3-Year
- -0.53%
- 0.00%
- 5-Year
- 2.38%
- 0.00%
- 10-Year
- 3.72%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000WN53.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.73% | -- | -- | -- |
| 2023 | -0.03% | 0.47% | 1.01% | 3.64% |
| 2022 | -6.95% | -10.44% | -5.68% | 8.95% |
| 2021 | 0.17% | 6.90% | 0.55% | -0.04% |
| 2020 | -21.34% | 15.99% | 1.50% | 12.37% |
| 2019 | 11.18% | 4.27% | -1.64% | 6.89% |
| 2018 | -6.17% | 8.76% | -0.39% | -12.53% |
| 2017 | 5.43% | 3.76% | 1.50% | 3.36% |
| 2016 | -3.53% | -3.06% | 9.08% | 4.35% |
| 2015 | 4.11% | 2.06% | -8.39% | 5.35% |
| 2014 | -0.84% | 1.60% | 1.12% | 0.71% |
| 2013 | 8.30% | 0.80% | 6.74% | 6.46% |
| 2012 | 8.35% | -3.50% | 5.78% | 3.35% |
| 2011 | -0.20% | 1.51% | -14.71% | 9.58% |
| 2010 | 5.10% | -11.59% | 14.09% | 8.23% |
| 2009 | -9.94% | 7.80% | 19.16% | 5.35% |
| 2008 | -8.94% | 1.42% | -11.93% | -5.27% |
| 2007 | 3.34% | 3.73% | -2.76% | 2.38% |
| 2006 | 12.24% | -2.72% | 2.34% | 5.70% |
| 2005 | 4.07% | 5.08% | 10.11% | 6.93% |
| 2004 | 1.06% | 1.41% | 2.48% | 6.05% |
| 2003 | -7.34% | 16.05% | 3.79% | 6.52% |
| 2002 | 0.25% | -14.49% | -20.70% | 6.13% |
| 2001 | -9.96% | -0.99% | -14.72% | 9.67% |
| 2000 | -4.49% | -0.23% | 3.85% | -3.05% |
| 1999 | 9.35% | 1.25% | -3.48% | 16.32% |
| 1998 | 17.00% | 1.73% | -17.64% | 19.46% |
| 1997 | 3.07% | 1.63% | 13.31% | 0.47% |
| 1996 | 2.83% | 1.52% | 5.81% | 3.85% |
| 1995 | 2.20% | 6.10% | 7.13% | 2.56% |
| 1994 | -3.77% | -2.48% | 2.33% | 1.23% |
| 1993 | 9.48% | 4.22% | 6.73% | 10.92% |
| 1992 | 3.88% | 7.12% | -4.83% | 14.62% |
| 1991 | 15.33% | -1.61% | 6.68% | -8.23% |
| 1990 | -5.46% | 4.32% | -17.49% | 4.52% |
| 1989 | 13.54% | 5.60% | 3.71% | 2.28% |
| 1988 | 3.24% | 11.23% | -2.47% | -2.18% |
| 1987 | 22.91% | 13.03% | 10.93% | -26.64% |
| 1986 | 18.91% | 1.42% | -2.68% | 7.69% |
| 1985 | 7.18% | -4.74% | 4.04% | 7.58% |
| 1984 | 12.59% | -8.32% | 10.91% | 6.93% |
| 1983 | 11.06% | 13.19% | 2.35% | 3.51% |
| 1982 | -3.96% | -2.44% | 3.27% | 8.11% |
| 1981 | 14.56% | 3.38% | -14.42% | 7.01% |
| 1980 | 10.13% | 11.00% | 11.94% | 1.20% |
| 1979 | 19.71% | -4.06% | 3.53% | -6.44% |
| 1978 | -3.31% | 9.25% | 10.84% | -2.94% |
| 1977 | 14.12% | 11.91% | 13.16% | 1.84% |
| 1976 | 5.53% | -3.09% | -6.24% | 1.63% |
| 1975 | 35.79% | 8.31% | -2.65% | 6.82% |
| 1974 | 0.00% | -13.57% | -17.33% | 0.66% |
| 1973 | -8.09% | 1.71% | -8.29% | -15.99% |
| 1972 | 19.74% | -7.37% | 6.66% | 20.76% |
| 1971 | 4.82% | 13.79% | 11.11% | 13.27% |
| 1970 | 1.41% | -14.78% | 14.09% | -1.43% |
| 1969 | -1.43% | -15.94% | 0.49% | 4.66% |
Rank in Category (By Total Return)
| YTD | 70 |
| 1-Month | 75 |
| 3-Month | 70 |
| 1-Year | 53 |
| 3-Year | 79 |
| 5-Year | 80 |
Load Adjusted Returns
| 1-Year | 6.99% |
| 3-Year | -0.53% |
| 5-Year | 2.38% |
| 10-Year | 3.72% |
Performance & Risk
| YTD Return | 1.58% |
| 5y Average Return | 1.40% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | M&G Securities Ltd |
| Net Assets | 435.83M |
| YTD Return | 1.73% |
| Yield | 1.97% |
| Morningstar Rating | |
| Inception Date | Aug 03, 2012 |
Fund Summary
Fund Summary Information Not Available
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