Singapore markets open in 6 hours 16 minutes

Invesco UK Smaller Companies Equity Fund (UK) (0P0000XBRG.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
509.63+1.42 (+0.28%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.31%
5-year average return2.29%
Number of years up8
Number of years down3
Best 1-yr total return (28 Jun 2024)37.53%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return37.53%
Worst 3-yr total return-3.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XBRG.LCategory
YTD8.01%0.00%
1-month9.33%0.00%
3-month11.35%0.00%
1-year10.70%0.00%
3-year-5.66%0.00%
5-year2.43%0.00%
10-year7.58%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XBRG.LCategory
2024
N/AN/A
2023
0.26%N/A
2022
-26.04%N/A
2021
28.27%N/A
2020
-5.16%N/A
2019
37.53%N/A
2018
-11.25%N/A
2017
27.40%N/A
2016
12.53%N/A
2015
19.98%N/A
2014
3.54%N/A
2013
33.97%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-2.90%N/AN/AN/A
2023-0.61%-3.78%-1.49%6.42%
2022-11.41%-12.59%-11.41%7.81%
202110.99%9.20%6.51%-0.63%
2020-30.97%11.39%2.50%20.33%
20199.67%7.38%1.56%14.99%
2018-4.39%7.22%0.32%-13.70%
20177.50%5.57%6.87%5.04%
2016-2.52%-7.76%17.30%6.69%
20154.91%8.00%0.43%5.45%
20145.05%-4.11%-1.60%4.46%
201311.32%1.49%8.57%9.21%

Rank in category (by total return)

YTD85
1-month3
3-month72
1-year86
3-year61
5-year72

Load adjusted returns

1-year10.70%
3-year-5.66%
5-year2.43%
10-year7.58%