Data as at: 23/05/2024

Fund manager benchmark
Deutsche Numis SC Pl AIM ExIvt Cm TR GBP

Performance (%)

Return type 1 year 3 years 5 years 10 years
Invesco Perpetual UK Smaller Companies Share price total return 5.1 -17.8 4.0 106.3
UK Smaller Companies AIC sector Share price total return 17.3 -8.0 27.1 104.3
Invesco Perpetual UK Smaller Companies NAV total return 8.5 -14.2 12.7 105.5
UK Smaller Companies AIC sector NAV total return 14.9 -4.3 29.6 100.2
Morningstar UK Small Cap * Total return 8.1 -6.4 14.4 53.6
Scroll

Discrete annual performance (%)

Return type 23/05/19 - 20 23/05/20 - 21 23/05/21 - 22 23/05/22 - 23 23/05/23 - 24
Invesco Perpetual UK Smaller Companies Share price total return -20.1 58.3 -15.5 -7.5 5.1
Invesco Perpetual UK Smaller Companies NAV total return -14.6 54.3 -10.1 -12.7 8.5
Morningstar UK Small Cap * Total return -14.5 22.3 -11.8 -3.2 8.1
Scroll

* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

Morningstar logo Data provided by Morningstar.

FE fundinfo logo Company documents provided by FE fundinfo.