Invesco UK Companies Fund (UK) Z (Acc)

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Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearBelow AverageHigh1 star
10-Year*Above AverageHigh4 star
Overall*AverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco UK Companies Fund (UK) Z (Acc)
  • FTSE AllSh TR GBP
%
Volatility Measurements30/06/2021
 
3-Yr Std Dev20.75 %
3-Yr Mean Return1.41 %
 
3-Yr Sharpe Ratio0.05
 
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.241.24
3-Yr Alpha-2.62-2.62
 
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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 UK Companies UK Acc No Trail (ISIN: GB0033031047), 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)

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