Invesco UK Equity High Income Fund (UK) Z Accumulation

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAbove Average1 star
10-Year*LowAbove Average1 star
Overall*LowAbove Average1 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Invesco UK Equity High Income Fund (UK) Z Accumulation
  • FTSE AllSh TR GBP
%
Volatility Measurements31/05/2022
 
3-Yr Std Dev20.62 %
3-Yr Mean Return0.07 %
 
3-Yr Sharpe Ratio-0.01
 
Modern Portfolio Statistics31/05/202231/05/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.251.25
3-Yr Alpha-8.42-8.42
 
Advertisement
* 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 Eq High Inc UK Inc (ISIN: GB0033054015), 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)