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Invesco UK Opportunities Fund (UK) Z (Acc) (0P0000XBRO.L)
6.37
+0.03
+(0.47%)
At close: May 2 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.15% |
| 5y Average Return | 17.05% |
| Number of Years Up | 11 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 39.10% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 39.10% |
| Worst 3Y Total Return | -2.15% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000XBRO.L
Category
- YTD
- 4.18%
- 0.00%
- 1-Month
- -0.93%
- 0.00%
- 3-Month
- 4.18%
- 0.00%
- 1-Year
- 12.01%
- 0.00%
- 3-Year
- 7.94%
- 0.00%
- 5-Year
- 17.43%
- 0.00%
- 10-Year
- 7.18%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000XBRO.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.35% | 5.70% | 4.49% | -2.65% |
| 2023 | 4.26% | -1.63% | 4.22% | 0.50% |
| 2022 | 9.15% | -4.84% | -6.06% | 13.12% |
| 2021 | 8.94% | 4.93% | 5.51% | 5.33% |
| 2020 | -27.91% | 11.87% | -4.81% | 20.28% |
| 2019 | 7.14% | 0.15% | 2.67% | 6.30% |
| 2018 | -6.61% | 8.23% | -3.28% | -11.36% |
| 2017 | 2.27% | 2.69% | 3.60% | 2.47% |
| 2016 | -2.49% | -1.37% | 8.70% | 10.71% |
| 2015 | 6.28% | 1.67% | -11.14% | 5.08% |
| 2014 | 0.27% | -0.98% | -0.59% | 2.68% |
| 2013 | 13.55% | 2.66% | 10.13% | 8.35% |
| 2012 | 8.99% | -1.99% | 7.73% | 6.95% |
| 2011 | 2.03% | 2.74% | -8.92% | 5.48% |
| 2010 | 2.99% | -8.22% | 8.77% | 6.02% |
| 2009 | -16.12% | 13.88% | 19.84% | 3.10% |
| 2008 | -11.76% | -10.01% | -10.46% | -2.12% |
| 2007 | 2.89% | 4.34% | -3.05% | -5.30% |
| 2006 | 8.42% | -3.89% | 4.21% | 7.72% |
| 2005 | 1.96% | 3.82% | 6.39% | 7.62% |
| 2004 | 7.99% | 2.54% | -0.30% | 7.58% |
| 2003 | -9.08% | 31.79% | 11.14% | 4.83% |
| 2002 | 8.09% | -8.35% | -22.82% | 2.19% |
| 2001 | -3.31% | 7.03% | -18.75% | 13.08% |
| 2000 | 0.45% | 10.15% | -2.69% | 10.02% |
| 1999 | 9.74% | 6.61% | -4.14% | -1.27% |
| 1998 | 16.60% | -3.64% | -19.83% | 13.83% |
| 1997 | 6.29% | 2.89% | 11.45% | -0.48% |
| 1996 | 4.30% | 1.87% | 4.18% | 5.65% |
| 1995 | 6.30% | 6.94% | 8.44% | 6.15% |
| 1994 | -3.36% | -6.75% | 4.89% | 3.06% |
| 1993 | 8.77% | 6.54% | 7.30% | 8.19% |
| 1992 | 2.82% | 10.59% | -5.37% | 18.43% |
| 1991 | 22.79% | -3.42% | 10.10% | -8.26% |
| 1990 | -5.06% | 9.04% | -14.93% | 8.33% |
| 1989 | 18.70% | -0.22% | 3.37% | 0.92% |
| 1988 | 7.99% | 5.76% | 3.49% | -2.82% |
| 1987 | 5.72% | -32.46% | -- | -- |
Rank in Category (By Total Return)
| YTD | 40 |
| 1-Month | 4 |
| 3-Month | 40 |
| 1-Year | 9 |
| 3-Year | 24 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 11.05% |
| 3-Year | 7.63% |
| 5-Year | 17.23% |
| 10-Year | 7.09% |
Performance & Risk
| YTD Return | 6.15% |
| 5y Average Return | 17.05% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Invesco Fund Managers Limited |
| Net Assets | 1.64B |
| YTD Return | 4.18% |
| Yield | 2.61% |
| Morningstar Rating | |
| Inception Date | Jun 11, 1987 |
Fund Summary
Fund Summary Information Not Available
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