Invesco Monthly Income Plus Fund (UK) Y (Inc)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 8.38 | -4.06 | 10.73 | 7.54 | 6.13 | -8.55 | 11.45 | 1.59 |
+/- Category | 0.93 | 1.42 | -1.68 | 3.45 | -1.93 | 1.91 | 3.92 | -1.34 |
+/- Category Index | - | - | - | 2.25 | -1.86 | 0.71 | 2.19 | -2.03 |
% Rank in Category | 33 | 26 | 75 | 21 | 77 | 28 | 9 | 85 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.20 | -0.22 | -0.79 |
1 Week | 0.12 | -0.54 | -0.99 |
1 Month | -1.27 | -0.25 | -0.72 |
3 Months | 0.50 | -1.74 | -2.59 |
6 Months | 9.96 | 0.48 | -0.74 |
YTD | 0.22 | -1.16 | -2.41 |
1 Year | 8.95 | 2.70 | 0.20 |
3 Years Annualised | 1.80 | 1.18 | -0.39 |
5 Years Annualised | 4.15 | 1.46 | 0.20 |
10 Years Annualised | 3.99 | 0.21 | -1.40 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.59 | - | - | - |
2023 | 1.03 | 0.61 | 1.17 | 8.38 |
2022 | -2.36 | -7.61 | -3.90 | 5.49 |
2021 | 0.81 | 3.61 | 1.59 | 0.02 |
2020 | -11.41 | 11.84 | 2.06 | 6.34 |
2019 | 3.77 | 2.72 | 1.29 | 2.56 |
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