Invesco UK Equity High Income Fund (UK) (No Trail) Accumulation

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Morningstar Rating™(Relative to Category)31/08/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAbove Average1 star
10-YearLowAbove Average1 star
OverallLowAbove Average1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco UK Equity High Income Fund (UK) (No Trail) Accumulation
  • FTSE AllSh TR GBP
%
Volatility Measurements31/08/2021
 
3-Yr Std Dev21.13 %
3-Yr Mean Return-4.67 %
 
3-Yr Sharpe Ratio-0.25
 
Modern Portfolio Statistics31/08/202131/08/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.220.84
3-Yr Alpha-10.68-17.24
 
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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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