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Invesco Managed Growth UK Inc (0P00000DIZ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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219.20-0.34 (-0.15%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.40%
5-year average return5.03%
Number of years up19
Number of years down7
Best 1-yr total return (1 Jul 2024)24.26%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return24.26%
Worst 3-yr total return0.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000DIZ.LCategory
YTD5.94%0.00%
1-month0.89%0.00%
3-month4.32%0.00%
1-year13.43%0.00%
3-year5.31%0.00%
5-year6.27%0.00%
10-year6.36%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000DIZ.LCategory
2024
N/AN/A
2023
10.81%N/A
2022
-5.97%N/A
2021
13.88%N/A
2020
-0.75%N/A
2019
14.17%N/A
2018
-11.49%N/A
2017
11.29%N/A
2016
24.20%N/A
2015
3.06%N/A
2014
5.79%N/A
2013
24.26%N/A
2012
12.71%N/A
2011
-9.45%N/A
2010
14.63%N/A
2009
24.06%N/A
2008
-24.90%N/A
2007
5.64%N/A
2006
16.48%N/A
2005
24.20%N/A
2004
14.79%N/A
2003
29.79%N/A
2002
-24.35%N/A
2001
-10.10%N/A
2000
3.63%N/A
1999
36.03%N/A
1998
6.57%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.80%N/AN/AN/A
20233.35%1.54%0.78%4.78%
2022-2.01%-7.91%-0.42%4.63%
20215.06%3.81%1.41%2.97%
2020-24.72%16.49%1.33%11.69%
20196.20%2.86%0.78%3.71%
2018-5.80%4.52%2.16%-12.01%
20174.66%1.54%2.00%2.68%
20160.77%3.60%10.20%7.95%
20157.81%-2.65%-8.13%6.89%
20140.62%1.88%1.67%1.51%
201313.58%1.09%3.37%4.69%
20129.28%-5.54%5.05%3.95%
20110.22%0.66%-13.72%4.04%
20107.80%-8.75%6.80%9.12%
2009-9.14%10.88%18.97%3.50%
2008-10.18%-3.39%-10.73%-3.06%
20073.32%4.18%-0.40%-1.46%
20068.28%-4.65%5.44%7.00%
20052.38%5.39%7.10%7.47%
20043.25%1.48%0.92%8.56%
2003-6.67%20.30%9.01%6.04%
20023.23%-10.46%-19.23%1.32%
2001-4.84%4.45%-20.47%13.73%
20002.96%2.43%-2.69%0.97%
19998.71%11.22%-1.47%14.19%
199813.49%-1.64%-17.04%15.08%

Rank in category (by total return)

YTD53
1-month51
3-month20
1-year43
3-year29
5-year50

Load adjusted returns

1-year13.43%
3-year5.31%
5-year6.27%
10-year6.36%