Invesco UK Growth Fund (UK) Z (Acc)

Morningstar Rating™(Relative to Category)31/03/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-Year*Above AverageAverage4 star
Overall*AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco UK Growth Fund (UK) Z (Acc)
  • FTSE AllSh TR GBP
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev15.48 %
3-Yr Mean Return-6.11 %
 
3-Yr Sharpe Ratio-0.44
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.051.05
3-Yr Alpha-2.81-2.81
 
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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 Growth UK Acc (ISIN: GB0033031153), 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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