Invesco Monthly Income Plus Fund (UK) (Acc)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 | 7.56 | -4.76 | 9.94 | 6.70 | 5.21 | -9.23 | 10.62 | 1.41 |
+/- Category | 0.11 | 0.73 | -2.47 | 2.62 | -2.86 | 1.23 | 3.09 | -1.51 |
+/- Category Index | - | - | - | 1.41 | -2.79 | 0.03 | 1.35 | -2.21 |
% Rank in Category | 45 | 40 | 83 | 27 | 87 | 38 | 13 | 87 |
Trailing Returns (GBP) | 17/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.09 | 0.21 | -0.07 |
1 Week | -1.50 | -0.06 | -0.33 |
1 Month | -1.22 | -0.64 | -1.12 |
3 Months | 0.40 | -1.99 | -2.92 |
6 Months | 8.24 | 1.27 | 1.16 |
YTD | -0.41 | -1.26 | -1.99 |
1 Year | 7.57 | 2.45 | 0.70 |
3 Years Annualised | 0.85 | 0.44 | -0.96 |
5 Years Annualised | 3.25 | 0.63 | -0.61 |
10 Years Annualised | 3.18 | -0.60 | -2.13 |
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 | 1.41 | - | - | - |
2023 | 0.84 | 0.42 | 0.97 | 8.18 |
2022 | -2.55 | -7.79 | -4.07 | 5.29 |
2021 | 0.52 | 3.40 | 1.38 | -0.17 |
2020 | -11.57 | 11.61 | 1.86 | 6.13 |
2019 | 3.58 | 2.52 | 1.14 | 2.36 |
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