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Funds Centre

Performances as at: 15/08/2008

Data provided by:

Morningstar

Invesco US Aggressive Acc Performance

All performances are expressed as percentage change, calculated in Euros on a bid to bid basis with income (dividends) reinvested gross of any applicable taxes.

Cumulative Performance Analysis (in %, calculated in EUR, 04/07/2008)
  6 months 1 year 3 years 5 years Since Launch
Invesco US Aggressive Acc -2.13 -22.27 -16.34 -0.71 980.88
Sector (Equity North America) -11.49 -14.26 -4.66 14.04 N/A
Absolute Ranking in Sector 188 out of 211 201 out of 203 188 out of 187 169 out of 168 N/A
Best Fund in Sector (click to see best fund for each period)          
Quartile Ranking 4 4 4 4 4

Percentage return on Investment over entire period shown. Also shows ranking within the GIF Sector. Quartile ranking shows which of the four quartiles the fund is in for each time period.

Consistency of Performance Analysis (in %, calculated in Euro, 04/07/2008)
  0–12 months 12–24 months 24–36 months 36–48 months 48–60 months
Invesco US Aggressive Acc -21.17 0.35 15.95 -6.96 17.23
Sector (Equity North America) -6.32 14.32 5.04 8.23 5.02
Quartile Ranking 4 3 4 4 1

This table shows how consistently the fund achieves its returns. For each of the 12 month periods making up the last 5 years, this table shows the percentage growth achieved. The fund is also ranked within its general sector for each discrete 12 month period; the quartile ranking shows which of four quartiles the fund was in for each period.

Volatility Analysis (Percentage Deviation from average for each period 04/07/2008)
3 years 4 years 5 years 7 years 10 years
Invesco US Aggressive Acc 4.89% 4.56% 4.3% 7.18% 8.39%
Sector (Equity North America) 4.03% 3.93% 3.74% 4.81% 5.30%
Volatility Ranking in Sector 180 out of 187 173 out of 177 162 out of 168 134 out of 136 91 out of 89
Least Volatile Fund in Sector 2.93% 2.86% 2.84% 3.68% 4.16%
Most Volatile Fund in Sector 2.93% 5.69% 5.41% 6.61% 8.62%
Quartile Ranking 4 4 4 4 4

Volatility is a measurement of the total deviation (movement) of a funds past performance. It is sometimes used to represent the 'riskiness' of a funds past performance. The greater the value the more the funds performances have fluctuated over the time period being assessed. Quartile Ranks - (1) Least Volatile and (4) Most Volatile against other funds in sector