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Invesco Monthly Income Plus Fund (UK) Z (Inc)

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAverage4 star
10-Year--Not Rated
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco Monthly Income Plus Fund (UK) Z (Inc)
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev8.78 %
3-Yr Mean Return7.74 %
 
3-Yr Sharpe Ratio0.81
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  MSCI Australia NR USD
3-Yr Beta0.990.39
3-Yr Alpha-0.022.97
 
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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)