Invesco UK Opportunities Fund (UK) Z (Inc)

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighHigh5 star
5-YearHighAbove Average5 star
10-Year--Not Rated
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco UK Opportunities Fund (UK) Z (Inc)
  • FTSE AllSh TR GBP
%
Volatility Measurements31/05/2022
 
3-Yr Std Dev19.14 %
3-Yr Mean Return15.38 %
 
3-Yr Sharpe Ratio0.74
 
Modern Portfolio Statistics31/05/202231/05/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh Ex Investment Trust TR GBP
3-Yr Beta1.181.16
3-Yr Alpha6.366.55
 
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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)