Invesco Summit Responsible 5 Fund (UK) No Trail AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2022 | 2023 | 29/02 | ||||||
Price Return | -9.09 | 13.77 | 2.70 | |||||
+/- Category | 0.71 | 4.34 | 0.31 | |||||
+/- Category Index | -3.24 | 1.35 | -0.67 | |||||
% Rank in Category | 46 | 8 | 44 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.07 | -0.04 | -0.38 |
1 Week | 1.36 | -0.05 | -0.18 |
1 Month | 2.74 | 0.09 | -0.61 |
3 Months | 6.10 | 0.64 | -0.75 |
6 Months | 12.29 | 1.54 | -0.37 |
YTD | 5.82 | 0.84 | -0.86 |
1 Year | 17.79 | 4.11 | -0.41 |
3 Years Annualised | 8.33 | 3.64 | 0.10 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 3.42 | 3.33 | 0.35 | 6.09 |
2022 | -2.46 | -9.26 | 1.31 | 1.38 |
2021 | - | 5.60 | 3.73 | 5.42 |
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