Invesco Funds - Invesco Global Consumer Trends Fund A Annual Distribution EUR

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearAverageAbove Average2 star
10-Year--Not Rated
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco Funds - Invesco Global Consumer Trends Fund A Annual Distribution EUR
  • Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev19.33 %
3-Yr Mean Return-7.03 %
 
3-Yr Sharpe Ratio-0.56
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR  Refinitiv Global CB TR USD
3-Yr Beta1.191.90
3-Yr Alpha-11.19-3.00
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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