Invesco Monthly Income Plus Fund (UK) Z (Inc)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 | 8.33 | -4.11 | 10.67 | 7.49 | 6.08 | -8.59 | 11.39 | 1.59 |
+/- Category | 0.88 | 1.37 | -1.74 | 3.41 | -1.98 | 1.86 | 3.86 | -1.34 |
+/- Category Index | - | - | - | 2.20 | -1.91 | 0.66 | 2.13 | -2.03 |
% Rank in Category | 35 | 27 | 76 | 21 | 78 | 29 | 9 | 85 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | 0.60 | 0.32 |
1 Week | -0.54 | 0.90 | 0.63 |
1 Month | -0.68 | -0.09 | -0.58 |
3 Months | 0.95 | -1.45 | -2.37 |
6 Months | 9.35 | 2.38 | 2.28 |
YTD | 0.09 | -0.75 | -1.48 |
1 Year | 8.74 | 3.62 | 1.88 |
3 Years Annualised | 1.66 | 1.26 | -0.14 |
5 Years Annualised | 4.06 | 1.44 | 0.20 |
10 Years Annualised | 3.96 | 0.17 | -1.35 |
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 | 1.59 | - | - | - |
2023 | 1.02 | 0.60 | 1.15 | 8.37 |
2022 | -2.38 | -7.62 | -3.90 | 5.48 |
2021 | 0.80 | 3.60 | 1.57 | 0.02 |
2020 | -11.41 | 11.82 | 2.05 | 6.33 |
2019 | 3.76 | 2.70 | 1.27 | 2.55 |
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