Invesco Monthly Income Plus Fund (UK) (Inc)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 7.58 | -4.79 | 9.91 | 6.73 | 5.34 | -9.23 | 10.62 | 0.37 |
+/- Category | 0.13 | 0.70 | -2.51 | 2.65 | -2.73 | 1.23 | 3.09 | -1.49 |
+/- Category Index | - | - | - | 1.44 | -2.66 | 0.03 | 1.36 | -1.81 |
% Rank in Category | 45 | 41 | 83 | 27 | 85 | 38 | 13 | 87 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.80 | 0.05 | 0.26 |
1 Week | 0.58 | -0.30 | -1.22 |
1 Month | -0.04 | -0.56 | -1.11 |
3 Months | 1.16 | -1.85 | -2.46 |
6 Months | 8.19 | -0.52 | -1.44 |
YTD | 0.95 | -1.77 | -3.07 |
1 Year | 9.47 | 1.50 | -0.70 |
3 Years Annualised | 1.17 | 0.24 | -1.37 |
5 Years Annualised | 3.60 | 0.54 | -0.88 |
10 Years Annualised | 3.28 | -0.63 | -2.22 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.41 | - | - | - |
2023 | 0.84 | 0.42 | 0.98 | 8.19 |
2022 | -2.54 | -7.79 | -4.08 | 5.30 |
2021 | 0.62 | 3.42 | 1.39 | -0.16 |
2020 | -11.57 | 11.63 | 1.87 | 6.14 |
2019 | 3.59 | 2.52 | 1.10 | 2.37 |
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