Invesco Balanced-Risk Allocation 12% Fund PI1 (GBP hedged) accumulation/ LU2625059873 /
| NAV2024-06-07 | Chg.+0.0600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 10.7800GBP | +0.56% | reinvestment | Alternative Investments Worldwide | Invesco Management ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | - | - | - | - | -2.29 | -3.67 | 4.97 | 3.52 | - |
| 2024 | 0.29 | -0.49 | 4.68 | -0.84 | 0.09 | 1.13 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.72% | 9.11% | -% | -% | -% |
| Sharpe ratio | 0.91 | 1.87 | - | - | - |
| Best month | +4.68% | +4.68% | +4.97% | - | - |
| Worst month | -0.84% | -0.84% | -3.67% | - | - |
| Maximum loss | -3.23% | -4.16% | - | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Share classes
Performance
| YTD | +4.86% | ||
|---|---|---|---|
| 6 Months | +9.89% | ||
| 1 Year | - | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +7.80% | ||
| Year | |||
