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Invesco Global Equity Fund (UK) Z (Acc) (0P0000XBQT.L)
7.54
+0.01
+(0.09%)
At close: May 2 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.71% |
| 5y Average Return | 15.57% |
| Number of Years Up | 11 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 31.56% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 31.56% |
| Worst 3Y Total Return | 2.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000XBQT.L
Category
- YTD
- -6.42%
- 0.00%
- 1-Month
- -7.28%
- 0.00%
- 3-Month
- -6.42%
- 0.00%
- 1-Year
- 1.12%
- 0.00%
- 3-Year
- 9.37%
- 0.00%
- 5-Year
- 16.76%
- 0.00%
- 10-Year
- 8.96%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000XBQT.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.99% | 2.12% | 0.50% | 5.29% |
| 2023 | 6.52% | 4.75% | 1.94% | 8.76% |
| 2022 | -3.17% | -10.12% | 3.53% | 2.17% |
| 2021 | 5.96% | 7.62% | 2.63% | 9.41% |
| 2020 | -21.65% | 16.73% | 2.88% | 11.41% |
| 2019 | 6.43% | 4.16% | 2.38% | 2.56% |
| 2018 | -4.28% | 5.92% | 0.56% | -13.96% |
| 2017 | 3.07% | 2.51% | 4.11% | 2.79% |
| 2016 | -2.14% | 2.60% | 12.43% | 11.54% |
| 2015 | 10.44% | -4.32% | -7.95% | 8.37% |
| 2014 | -0.15% | -0.14% | 1.75% | 1.19% |
| 2013 | 14.24% | 3.16% | 6.02% | 5.29% |
| 2012 | 9.40% | -6.27% | 4.42% | 6.63% |
| 2011 | -0.31% | 1.87% | -13.56% | 4.25% |
| 2010 | 9.90% | -10.21% | 6.41% | 9.14% |
| 2009 | -7.99% | 12.18% | 21.03% | 4.28% |
| 2008 | -9.56% | -3.71% | -13.25% | -3.55% |
| 2007 | 2.65% | 4.78% | 0.65% | -1.88% |
| 2006 | 7.35% | -7.41% | 4.35% | 5.85% |
| 2005 | 0.71% | 4.93% | 6.64% | 6.73% |
| 2004 | 3.35% | 1.26% | -0.91% | 6.78% |
| 2003 | -5.85% | 19.28% | 8.95% | 5.31% |
| 2002 | 3.38% | -11.46% | -22.37% | 2.39% |
| 2001 | -6.77% | 3.76% | -23.61% | 14.03% |
| 2000 | 2.49% | 2.03% | -3.26% | -1.98% |
| 1999 | 7.21% | 7.81% | -3.83% | 14.82% |
| 1998 | 14.13% | -0.25% | -15.13% | 18.00% |
| 1997 | 6.87% | 8.00% | 8.03% | -5.61% |
| 1996 | 6.33% | 1.77% | 0.49% | -1.81% |
| 1995 | -1.54% | 7.24% | 7.24% | 5.20% |
| 1994 | -1.55% | -3.81% | 2.55% | -2.43% |
| 1993 | 8.63% | 5.93% | 8.20% | 10.40% |
| 1992 | 8.15% | -2.70% | 3.53% | 19.93% |
| 1991 | 26.01% | 1.14% | 5.25% | -7.16% |
| 1990 | -4.35% | 7.97% | -13.44% | 5.55% |
| 1989 | 20.08% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 85 |
| 1-Month | 84 |
| 3-Month | 85 |
| 1-Year | 60 |
| 3-Year | 4 |
| 5-Year | 2 |
Load Adjusted Returns
| 1-Year | 0.24% |
| 3-Year | 9.05% |
| 5-Year | 16.56% |
| 10-Year | 8.87% |
Performance & Risk
| YTD Return | -5.71% |
| 5y Average Return | 15.57% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Invesco Fund Managers Limited |
| Net Assets | 1.62B |
| YTD Return | -6.42% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 12, 2009 |
Fund Summary
Fund Summary Information Not Available
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