Invesco Monthly Income Plus Fund (UK) (Acc)

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Morningstar Rating™(Relative to Category)31/03/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageBelow Average3 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco Monthly Income Plus Fund (UK) (Acc)
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements31/03/2021
 
3-Yr Std Dev8.85 %
3-Yr Mean Return4.92 %
 
3-Yr Sharpe Ratio0.49
 
Modern Portfolio Statistics31/03/202131/03/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Red Rocks Gbl Listed Private Eqty TR EUR
3-Yr Beta0.980.36
3-Yr Alpha-1.25-1.12
 
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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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