Australia markets closed

Invesco Sustainable UK Companies Fund (UK) (0P0000XBRH.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
429.56+2.30 (+0.54%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.00%
5-year average return4.91%
Number of years up9
Number of years down3
Best 1-yr total return (16 May 2024)40.03%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return40.03%
Worst 3-yr total return-4.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XBRH.LCategory
YTD5.57%0.00%
1-month1.54%0.00%
3-month5.85%0.00%
1-year10.88%0.00%
3-year5.50%0.00%
5-year3.39%0.00%
10-year3.68%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XBRH.LCategory
2024
N/AN/A
2023
13.28%N/A
2022
-11.51%N/A
2021
21.69%N/A
2020
-15.23%N/A
2019
22.42%N/A
2018
-14.86%N/A
2017
7.26%N/A
2016
13.35%N/A
2015
1.57%N/A
2014
0.86%N/A
2013
40.03%N/A
2012
22.67%N/A
2011
-0.29%N/A
2010
8.34%N/A
2009
15.95%N/A
2008
-22.90%N/A
2007
4.19%N/A
2006
17.10%N/A
2005
23.19%N/A
2004
21.32%N/A
2003
22.44%N/A
2002
-23.96%N/A
2001
-20.78%N/A
2000
-2.52%N/A
1999
18.72%N/A
1998
16.88%N/A
1997
25.20%N/A
1996
12.91%N/A
1995
20.61%N/A
1994
-8.44%N/A
1993
19.95%N/A
1992
19.23%N/A
1991
13.35%N/A
1990
-7.70%N/A
1989
31.54%N/A
1988
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.96%N/AN/AN/A
20235.00%0.52%-0.10%7.43%
2022-3.30%-10.74%-7.79%11.17%
20215.84%6.35%3.91%4.05%
2020-29.69%11.85%-5.61%14.20%
20199.16%0.66%2.45%8.75%
2018-6.26%8.56%-1.92%-14.70%
20172.25%2.33%-0.09%2.61%
2016-2.64%-3.44%9.84%9.76%
20156.32%2.03%-10.96%5.16%
2014-0.46%-1.02%-0.65%3.04%
201313.14%3.10%10.52%8.62%
20129.21%-1.78%7.54%6.33%
20111.79%2.31%-9.14%5.38%
20103.36%-8.40%8.87%5.11%
2009-16.43%12.91%19.15%3.13%
2008-11.65%-3.97%-7.52%-1.72%
20071.55%3.18%-1.06%0.51%
20066.26%-0.89%6.00%4.90%
20053.26%6.29%6.11%5.78%
20044.72%4.60%0.29%10.45%
2003-8.65%20.54%3.91%7.01%
20021.21%-11.75%-16.95%2.51%
2001-12.13%-1.48%-16.05%9.01%
2000-0.21%0.75%-1.07%-2.00%
19996.82%-0.44%-5.70%18.38%
199815.29%1.06%-16.49%20.12%
19975.18%6.67%13.34%-1.54%
1996-0.19%1.37%6.74%4.55%
19953.81%3.90%6.31%5.19%
1994-9.34%-3.55%2.70%1.97%
19931.31%1.55%5.22%10.81%
19920.51%4.64%3.05%10.01%
199113.73%-1.10%6.59%-5.46%
1990-5.40%7.72%-16.17%8.05%
198913.27%6.47%4.57%4.32%
1988-2.33%-1.56%N/AN/A

Rank in category (by total return)

YTD60
1-month73
3-month70
1-year8
3-year72
5-year81

Load adjusted returns

1-year9.92%
3-year5.20%
5-year3.22%
10-year3.59%