LSE - Delayed Quote GBP
M&G Global Sustain Paris Algnd GBP R Inc (0P0000WN38.L)
3.2479
+0.0048
+(0.15%)
At close: May 2 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -7.40% |
| 5y Average Return | 11.49% |
| Number of Years Up | 11 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 28.55% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 28.55% |
| Worst 3Y Total Return | 5.12% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000WN38.L
Category
- YTD
- -6.63%
- 0.00%
- 1-Month
- -5.88%
- 0.00%
- 3-Month
- -6.63%
- 0.00%
- 1-Year
- -2.11%
- 0.00%
- 3-Year
- 5.88%
- 0.00%
- 5-Year
- 12.99%
- 0.00%
- 10-Year
- 10.02%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000WN38.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.51% | 2.75% | -0.26% | 2.30% |
| 2023 | 4.33% | 5.42% | -0.14% | 5.70% |
| 2022 | -3.89% | -7.23% | 3.77% | 1.88% |
| 2021 | 4.58% | 8.00% | 4.87% | 6.29% |
| 2020 | -14.46% | 16.95% | 0.57% | 9.02% |
| 2019 | 11.76% | 6.78% | 3.57% | 4.01% |
| 2018 | -9.03% | 10.62% | 4.46% | -11.67% |
| 2017 | 3.76% | 1.67% | -1.19% | 7.68% |
| 2016 | 2.15% | 5.23% | 7.95% | 9.73% |
| 2015 | 9.10% | -5.08% | -4.14% | 6.28% |
| 2014 | -1.77% | 0.17% | 1.54% | 5.76% |
| 2013 | 14.95% | -0.98% | 0.87% | 2.75% |
| 2012 | 9.90% | -7.57% | 6.56% | 5.41% |
| 2011 | -0.16% | 1.15% | -16.93% | 6.07% |
| 2010 | 9.09% | -10.51% | 6.31% | 10.27% |
| 2009 | -8.26% | 4.94% | 22.90% | 5.25% |
| 2008 | -4.69% | -0.27% | -6.95% | -3.79% |
| 2007 | 4.11% | 8.03% | 1.39% | 0.87% |
| 2006 | 10.61% | -2.93% | -1.67% | 5.35% |
| 2005 | 5.64% | 3.85% | 14.05% | 0.50% |
| 2004 | -0.13% | 3.26% | 6.02% | 9.39% |
| 2003 | -4.86% | 12.19% | 11.99% | 11.01% |
| 2002 | 1.67% | -16.49% | -18.91% | 5.44% |
| 2001 | -8.59% | 1.19% | -15.83% | 6.32% |
| 2000 | 6.30% | 1.26% | -0.18% | -5.35% |
| 1999 | 9.88% | 1.39% | -10.12% | 21.53% |
| 1998 | 14.02% | -0.88% | -13.50% | 21.13% |
| 1997 | 5.47% | 8.40% | -2.03% | -8.98% |
| 1996 | 9.23% | -0.53% | -0.71% | -4.44% |
| 1995 | -3.79% | 6.57% | 7.26% | 6.54% |
| 1994 | -2.02% | -1.79% | 1.55% | -4.12% |
| 1993 | 7.82% | 2.40% | 7.47% | 9.88% |
| 1992 | 3.93% | -4.11% | 4.74% | 16.32% |
| 1991 | 21.01% | 3.94% | 1.28% | -2.82% |
| 1990 | -8.28% | 4.38% | -22.10% | 4.44% |
| 1989 | 14.23% | 10.93% | 8.19% | 2.49% |
| 1988 | 5.98% | 10.17% | -1.04% | 1.72% |
| 1987 | 9.73% | 3.62% | 11.19% | -29.45% |
| 1986 | 16.82% | 0.61% | 5.98% | 3.17% |
| 1985 | 3.02% | -2.32% | -2.18% | 6.91% |
| 1984 | 16.44% | -9.27% | 8.49% | 2.22% |
| 1983 | 13.78% | 14.19% | 1.53% | 6.13% |
| 1982 | -5.74% | -0.32% | 14.64% | 15.70% |
| 1981 | -0.21% | 1.43% | -10.41% | 8.91% |
| 1980 | 6.95% | 18.79% | 19.47% | -1.74% |
| 1979 | 16.16% | -2.25% | 11.98% | 3.64% |
| 1978 | 0.38% | 9.86% | 10.65% | -8.30% |
| 1977 | 11.97% | 5.27% | 4.70% | 1.43% |
| 1976 | 3.42% | -3.20% | -6.49% | 1.38% |
| 1975 | 30.19% | 8.98% | -7.17% | 4.95% |
| 1974 | 11.89% | -22.51% | -24.48% | 1.79% |
| 1973 | 2.54% | 1.25% | -8.13% | -12.85% |
| 1972 | 12.96% | 1.90% | 2.36% | 24.96% |
| 1971 | 5.76% | 10.63% | 12.38% | 5.71% |
| 1970 | 5.61% | -15.62% | 12.43% | -5.28% |
| 1969 | -1.71% | -14.97% | 3.07% | 9.78% |
| 1968 | 15.21% | 16.15% | 4.05% | 12.38% |
Rank in Category (By Total Return)
| YTD | 86 |
| 1-Month | 42 |
| 3-Month | 86 |
| 1-Year | 85 |
| 3-Year | 48 |
| 5-Year | 37 |
Load Adjusted Returns
| 1-Year | -2.11% |
| 3-Year | 5.88% |
| 5-Year | 12.99% |
| 10-Year | 10.02% |
Performance & Risk
| YTD Return | -7.40% |
| 5y Average Return | 11.49% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | M&G Securities Ltd |
| Net Assets | 691.17M |
| YTD Return | -6.63% |
| Yield | 1.48% |
| Morningstar Rating | |
| Inception Date | Aug 03, 2012 |
Fund Summary
Fund Summary Information Not Available
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