Invesco Monthly Income Plus Fund (UK) (No Trail) (Acc)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 8.10 | -4.28 | 10.49 | 7.24 | 5.74 | -8.78 | 11.17 | 3.93 |
+/- Category | 0.66 | 1.21 | -1.93 | 3.16 | -2.32 | 1.68 | 3.64 | -1.13 |
+/- Category Index | - | - | - | 1.95 | -2.25 | 0.48 | 1.91 | -2.43 |
% Rank in Category | 37 | 30 | 78 | 22 | 82 | 31 | 11 | 80 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | 0.20 | 0.00 |
1 Week | 0.77 | -0.35 | -0.90 |
1 Month | 1.73 | 2.23 | 1.36 |
3 Months | 2.96 | 2.45 | 1.29 |
6 Months | 5.22 | 0.72 | -0.63 |
YTD | 4.86 | 0.70 | -1.37 |
1 Year | 13.45 | 4.25 | 1.44 |
3 Years Annualised | 2.10 | 1.62 | -0.15 |
5 Years Annualised | 4.55 | 1.61 | 0.45 |
10 Years Annualised | 4.06 | 0.05 | -1.43 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
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 | -7.67 | -3.95 | 5.43 |
2021 | 0.65 | 3.53 | 1.51 | -0.04 |
2020 | -11.45 | 11.75 | 1.99 | 6.27 |
2019 | 3.70 | 2.64 | 1.27 | 2.49 |
|
Advertisement |