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Invesco Global Equity Fund (UK) Z (Inc) (0P0000XBQU.L)
6.59
+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 | 15.25% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 31.57% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 31.57% |
| Worst 3Y Total Return | 2.27% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000XBQU.L
Category
- YTD
- -6.42%
- 0.00%
- 1-Month
- -7.28%
- 0.00%
- 3-Month
- -6.42%
- 0.00%
- 1-Year
- 0.69%
- 0.00%
- 3-Year
- 9.21%
- 0.00%
- 5-Year
- 16.44%
- 0.00%
- 10-Year
- 8.91%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000XBQU.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.99% | 2.12% | 0.07% | 5.28% |
| 2023 | 6.52% | 4.75% | 1.94% | 8.76% |
| 2022 | -3.17% | -10.11% | 3.53% | 2.17% |
| 2021 | 5.96% | 7.62% | 2.63% | 9.41% |
| 2020 | -20.95% | 16.73% | 1.88% | 11.41% |
| 2019 | 6.43% | 4.16% | 2.38% | 2.56% |
| 2018 | -4.28% | 5.93% | 0.56% | -13.96% |
| 2017 | 3.08% | 2.51% | 4.11% | 2.79% |
| 2016 | -2.14% | 2.60% | 12.50% | 11.48% |
| 2015 | 10.45% | -4.32% | -7.95% | 8.37% |
| 2014 | -0.15% | -0.14% | 1.76% | 1.19% |
| 2013 | 14.24% | 3.16% | 6.03% | 5.29% |
Rank in Category (By Total Return)
| YTD | 85 |
| 1-Month | 84 |
| 3-Month | 85 |
| 1-Year | 64 |
| 3-Year | 5 |
| 5-Year | 3 |
Load Adjusted Returns
| 1-Year | -0.19% |
| 3-Year | 8.90% |
| 5-Year | 16.23% |
| 10-Year | 8.81% |
Performance & Risk
| YTD Return | -5.71% |
| 5y Average Return | 15.25% |
| 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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