Overview Performance Portfolio Dividends Charges Gearing Research Announcements Management Documents Invest

Data as at: 04/12/2024

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 2.0 -25.2 -14.6 88.2
UK Smaller Companies AIC sector Share price total return 15.4 -13.5 13.5 98.3
Invesco Perpetual UK Smaller Companies NAV total return 13.1 -20.4 0.6 91.5
UK Smaller Companies AIC sector NAV total return 19.0 -7.9 23.1 99.3
Morningstar UK Small Cap * Total return 16.1 -3.7 12.7 59.8
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Discrete annual performance (%)

Return type 04/12/19 - 20 04/12/20 - 21 04/12/21 - 22 04/12/22 - 23 04/12/23 - 24
Invesco Perpetual UK Smaller Companies Share price total return -10.8 27.7 -25.0 -2.7 2.0
Invesco Perpetual UK Smaller Companies NAV total return 1.0 25.5 -21.7 -10.9 13.1
Morningstar UK Small Cap * Total return 4.3 17 -13.2 -4.4 16.1
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* The Morningstar market index is not necessarily the official benchmark of the investment trust, but it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

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Morningstar logo Data provided by Morningstar.

FE fundinfo logo Company documents provided by FE fundinfo.