Invesco European Smaller Companies Fund (UK) (Acc)

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAverage1 star
5-YearBelow AverageAverage2 star
10-YearBelow AverageAverage2 star
OverallBelow AverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco European Smaller Companies Fund (UK) (Acc)
  • MSCI Europe ex UK Small Cap NR EUR
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev20.65 %
3-Yr Mean Return16.97 %
 
3-Yr Sharpe Ratio0.75
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI Europe ex UK Small Cap NR EUR  MSCI EMU Small Cap NR EUR
3-Yr Beta1.051.01
3-Yr Alpha-4.23-1.13
 
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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)