LSE - Delayed Quote GBP

WS Prudential Risk Managed Actv 5 P Acc (0P000102TA.L)

1.8564
+0.0025
+(0.13%)
As of January 22 at 8:00:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.44%
5y Average Return 4.31%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Jan 22, 2025) 15.09%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 15.09%
Worst 3Y Total Return 1.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000102TA.L
Category
YTD
7.81%
0.00%
1-Month
-1.39%
0.00%
3-Month
-0.21%
0.00%
1-Year
7.81%
0.00%
3-Year
2.18%
0.00%
5-Year
4.02%
0.00%
10-Year
5.42%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000102TA.L
Category
2024
7.81%
--
2023
7.21%
--
2022
-7.70%
--
2021
11.61%
--
2020
2.29%
--
2019
13.80%
--
2018
-6.87%
--
2017
11.89%
--

2016
11.84%
--
2015
4.95%
--
2014
6.16%
--
2013
15.09%
--
2012
11.05%
--
2011
-6.62%
--
2010
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.13% 1.89% 3.82% -0.21%
2023 2.35% -1.19% 0.42% 5.57%
2022 -2.23% -5.48% -3.84% 3.87%
2021 4.53% 2.96% 1.43% 2.25%
2020 -18.51% 12.88% 1.36% 9.71%
2019 6.21% 3.61% 1.05% 2.34%
2018 -3.86% 4.33% 1.64% -8.64%
2017 4.97% 2.59% -0.14% 4.05%
2016 -2.01% 4.14% 7.12% 2.32%
2015 7.87% -2.61% -7.01% 7.43%

2014 -0.17% 2.38% 1.21% 2.62%
2013 9.70% -1.48% 3.76% 2.63%
2012 8.15% -5.85% 4.95% 3.91%
2011 -0.68% 0.97% -9.64% 3.05%
2010 -7.29% 7.50% 8.68% --

Rank in Category (By Total Return)

YTD 84
1-Month 71
3-Month 93
1-Year 84
3-Year 58
5-Year 83

Load Adjusted Returns

1-Year 7.81%
3-Year 2.18%
5-Year 4.02%
10-Year 5.42%

Performance & Risk

YTD Return 2.44%
5y Average Return 4.31%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.73
Morningstar Risk Rating

Fund Overview

Category --
Fund Family M&G INVESTMENT MANAGEMENT LTD
Net Assets 95.76M
YTD Return 7.81%
Yield 2.47%
Morningstar Rating
Inception Date Jan 22, 2010

Fund Summary

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