Invesco Monthly Income Plus Fund (UK) Z (Acc)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 | 8.32 | -4.09 | 10.71 | 7.45 | 5.95 | -8.59 | 11.40 | 2.59 |
+/- Category | 0.87 | 1.40 | -1.70 | 3.37 | -2.11 | 1.86 | 3.87 | -1.44 |
+/- Category Index | - | - | - | 2.16 | -2.04 | 0.67 | 2.13 | -2.36 |
% Rank in Category | 35 | 27 | 75 | 21 | 79 | 29 | 9 | 81 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.13 | -0.02 | 0.21 |
1 Week | 0.32 | -0.20 | 0.04 |
1 Month | 0.85 | -0.58 | -0.03 |
3 Months | 2.79 | -0.08 | -0.64 |
6 Months | 3.57 | -2.17 | -2.89 |
YTD | 3.33 | -1.52 | -2.43 |
1 Year | 12.68 | 2.25 | 0.50 |
3 Years Annualised | 2.08 | 0.95 | -0.60 |
5 Years Annualised | 4.33 | 1.36 | 0.42 |
10 Years Annualised | 4.09 | 0.04 | -1.47 |
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 | 1.59 | 0.99 | - | - |
2023 | 1.02 | 0.59 | 1.15 | 8.38 |
2022 | -2.38 | -7.62 | -3.90 | 5.48 |
2021 | 0.70 | 3.58 | 1.57 | 0.01 |
2020 | -11.42 | 11.81 | 2.04 | 6.32 |
2019 | 3.76 | 2.70 | 1.32 | 2.55 |
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