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

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage4 star
5-YearAverageBelow Average4 star
10-Year--Not Rated
OverallAverageBelow Average4 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 Measurements30/06/2022
 
3-Yr Std Dev9.50 %
3-Yr Mean Return2.39 %
 
3-Yr Sharpe Ratio0.22
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Red Rocks Gbl Listed Private Eqty TR USD
3-Yr Beta1.060.35
3-Yr Alpha-0.090.52
 
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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)