Invesco European Smaller Companies Fund (UK) Z (Acc)

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-Year*Below AverageAverage2 star
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco European Smaller Companies Fund (UK) Z (Acc)
  • MSCI Europe ex UK Small Cap NR EUR
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev21.36 %
3-Yr Mean Return12.90 %
 
3-Yr Sharpe Ratio0.56
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 MSCI Europe ex UK Small Cap NR EUR  MSCI EMU Small Cap NR EUR
3-Yr Beta1.051.04
3-Yr Alpha0.271.92
 
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* This share class has performance data calculated prior to the inception date, 2012-11-12. This is based upon a simulated/extended track record, using the track record of Invesco European Smlr Coms UK Acc (ISIN: GB0033030189), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)