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M&G Global Strategic Value Fund (0P0000V9FP.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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221.65+1.29 (+0.59%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.65%
5-year average return8.04%
Number of years up10
Number of years down1
Best 1-yr total return (2 Jul 2024)31.02%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.02%
Worst 3-yr total return-1.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000V9FP.LCategory
YTD7.80%0.00%
1-month0.34%0.00%
3-month4.39%0.00%
1-year18.79%0.00%
3-year9.59%0.00%
5-year9.12%0.00%
10-year8.26%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000V9FP.LCategory
2024
N/AN/A
2023
13.06%N/A
2022
4.01%N/A
2021
16.05%N/A
2020
1.54%N/A
2019
14.19%N/A
2018
-17.39%N/A
2017
13.06%N/A
2016
31.02%N/A
2015
2.92%N/A
2014
5.16%N/A
2013
20.72%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.88%N/AN/AN/A
20233.46%0.79%4.50%3.75%
20224.22%-5.95%0.13%5.97%
202111.22%-0.08%3.55%0.84%
2020-21.81%12.42%3.38%11.74%
20199.85%4.36%0.86%-1.24%
2018-8.49%6.96%4.13%-18.94%
20174.95%-2.23%2.56%7.44%
20164.81%6.09%11.93%5.26%
20158.34%-3.90%-7.35%6.68%
20141.16%0.88%2.70%0.34%
201312.31%0.26%4.18%2.92%
2012-8.56%5.46%0.24%N/A

Rank in category (by total return)

YTD36
1-month76
3-month44
1-year37
3-year20
5-year44

Load adjusted returns

1-year18.79%
3-year9.59%
5-year9.12%
10-year8.26%