Invesco Monthly Income Plus Fund (UK) (No Trail) (Inc)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 8.12 | -4.31 | 10.45 | 7.27 | 5.87 | -8.78 | 11.18 | 2.49 |
+/- Category | 0.67 | 1.18 | -1.96 | 3.19 | -2.19 | 1.67 | 3.65 | -1.54 |
+/- Category Index | - | - | - | 1.98 | -2.12 | 0.48 | 1.91 | -2.46 |
% Rank in Category | 37 | 31 | 78 | 22 | 81 | 32 | 11 | 82 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.12 | -0.03 | 0.20 |
1 Week | 0.32 | -0.20 | 0.03 |
1 Month | 0.36 | -1.07 | -0.52 |
3 Months | 2.26 | -0.61 | -1.17 |
6 Months | 2.99 | -2.76 | -3.48 |
YTD | 2.73 | -2.12 | -3.03 |
1 Year | 11.93 | 1.50 | -0.25 |
3 Years Annualised | 1.72 | 0.59 | -0.96 |
5 Years Annualised | 4.05 | 1.08 | 0.14 |
10 Years Annualised | 3.86 | -0.20 | -1.70 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.54 | 0.94 | - | - |
2023 | 0.97 | 0.54 | 1.10 | 8.32 |
2022 | -2.43 | -7.68 | -3.95 | 5.43 |
2021 | 0.75 | 3.55 | 1.51 | -0.03 |
2020 | -11.46 | 11.77 | 2.00 | 6.27 |
2019 | 3.71 | 2.65 | 1.22 | 2.50 |
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