LSE - Delayed Quote GBP

Invesco Monthly Income Plus Fund (UK) (No Trail) (Inc) (0P0000HKIN.L)

0.9703
+0.0025
+(0.26%)
At close: January 22 at 12:00:00 AM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 0.47%
5y Average Return 3.90%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Jan 22, 2025) 21.50%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 21.50%
Worst 3Y Total Return 1.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000HKIN.L
Category
YTD
5.64%
0.00%
1-Month
-0.74%
0.00%
3-Month
-0.08%
0.00%
1-Year
5.64%
0.00%
3-Year
2.33%
0.00%
5-Year
4.00%
0.00%
10-Year
4.08%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000HKIN.L
Category
2024
5.64%
--
2023
11.18%
--
2022
-8.78%
--
2021
5.87%
--
2020
7.27%
--
2019
10.45%
--
2018
-4.31%
--
2017
8.12%
--

2016
5.89%
--
2015
1.32%
--
2014
5.19%
--
2013
10.83%
--
2012
21.50%
--
2011
-2.54%
--
2010
13.48%
--
2009
43.79%
--
2008
-25.77%
--
2007
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.54% 0.94% 3.16% -0.08%
2023 0.97% 0.54% 1.10% 8.32%
2022 -2.43% -7.68% -3.95% 5.43%
2021 0.75% 3.55% 1.51% -0.03%
2020 -11.46% 11.77% 2.00% 6.27%
2019 3.71% 2.65% 1.22% 2.50%
2018 -1.48% -0.34% 0.59% -3.11%
2017 2.39% 3.34% 1.16% 1.00%
2016 -0.25% 0.61% 4.19% 1.26%
2015 3.37% -1.31% -1.58% 0.91%

2014 1.83% 2.02% 0.22% 1.03%
2013 4.57% 0.47% 2.62% 2.79%
2012 9.02% -0.32% 6.46% 5.02%
2011 3.68% 0.54% -8.79% 2.50%
2010 7.82% -2.96% 7.77% 0.64%
2009 -5.51% 22.44% 17.71% 5.58%
2008 -7.01% -0.43% -9.29% -11.61%
2007 -0.59% -1.37% -- --

Rank in Category (By Total Return)

YTD 68
1-Month 20
3-Month 57
1-Year 68
3-Year 21
5-Year 20

Load Adjusted Returns

1-Year 4.73%
3-Year 2.03%
5-Year 3.82%
10-Year 3.99%

Performance & Risk

YTD Return 0.47%
5y Average Return 3.90%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Invesco Fund Managers Limited
Net Assets 2.11B
YTD Return 5.64%
Yield 6.04%
Morningstar Rating
Inception Date May 15, 2024

Fund Summary

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