Invesco Monthly Income Plus Fund (UK) (No Trail) (Acc)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 8.10 | -4.28 | 10.49 | 7.24 | 5.74 | -8.78 | 11.17 | 1.54 |
+/- Category | 0.66 | 1.21 | -1.93 | 3.16 | -2.32 | 1.68 | 3.64 | -1.39 |
+/- Category Index | - | - | - | 1.95 | -2.25 | 0.48 | 1.91 | -2.09 |
% Rank in Category | 37 | 30 | 78 | 22 | 82 | 31 | 11 | 86 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.19 | -0.22 | -0.79 |
1 Week | 0.12 | -0.55 | -0.99 |
1 Month | -1.29 | -0.27 | -0.74 |
3 Months | 0.46 | -1.79 | -2.64 |
6 Months | 9.85 | 0.37 | -0.85 |
YTD | 0.15 | -1.23 | -2.47 |
1 Year | 8.69 | 2.45 | -0.06 |
3 Years Annualised | 1.55 | 0.92 | -0.64 |
5 Years Annualised | 3.87 | 1.19 | -0.08 |
10 Years Annualised | 3.71 | -0.07 | -1.68 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.54 | - | - | - |
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 |
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