Invesco High Income Fund (UK) (Acc)

Morningstar Rating™(Relative to Category)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowBelow Average1 star
5-YearLowBelow Average1 star
10-YearBelow AverageLow2 star
OverallBelow AverageBelow Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco High Income Fund (UK) (Acc)
  • FTSE AllSh TR GBP
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev18.54 %
3-Yr Mean Return-13.44 %
 
3-Yr Sharpe Ratio-0.80
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.180.93
3-Yr Alpha-10.36-11.54
 
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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)

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