Invesco Global Targeted Returns Fund (UK) Y (Acc)

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowLow2 star
5-YearLowLow2 star
10-Year--Not Rated
OverallLowLow2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco Global Targeted Returns Fund (UK) Y (Acc)
  • Morningstar UK Cau Tgt Alloc NR GBP
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev4.33 %
3-Yr Mean Return-2.33 %
 
3-Yr Sharpe Ratio-0.61
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 Morningstar UK Cau Tgt Alloc NR GBP  Morningstar US Lrg Core TR USD
3-Yr Beta0.440.15
3-Yr Alpha-2.29-4.86
 
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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)