Invesco Monthly Income Plus Fund (UK) (Inc)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 | 7.58 | -4.79 | 9.91 | 6.73 | 5.34 | -9.23 | 10.62 | 3.62 |
+/- Category | 0.13 | 0.70 | -2.51 | 2.65 | -2.73 | 1.23 | 3.09 | -1.44 |
+/- Category Index | - | - | - | 1.44 | -2.66 | 0.03 | 1.36 | -2.74 |
% Rank in Category | 45 | 41 | 83 | 27 | 85 | 38 | 13 | 85 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.35 | 0.20 | 0.01 |
1 Week | 0.76 | -0.36 | -0.91 |
1 Month | 1.19 | 1.69 | 0.82 |
3 Months | 2.34 | 1.82 | 0.66 |
6 Months | 4.45 | -0.05 | -1.40 |
YTD | 4.03 | -0.14 | -2.21 |
1 Year | 12.33 | 3.14 | 0.32 |
3 Years Annualised | 1.43 | 0.95 | -0.82 |
5 Years Annualised | 3.94 | 1.00 | -0.15 |
10 Years Annualised | 3.51 | -0.51 | -1.99 |
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 | 1.41 | 0.81 | - | - |
2023 | 0.84 | 0.42 | 0.98 | 8.19 |
2022 | -2.54 | -7.79 | -4.08 | 5.30 |
2021 | 0.62 | 3.42 | 1.39 | -0.16 |
2020 | -11.57 | 11.63 | 1.87 | 6.14 |
2019 | 3.59 | 2.52 | 1.10 | 2.37 |
|
Advertisement |