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Invesco Perpetual UK Smaller Inv Tst (LSE:IPU) 6-1 Month Momentum % : -7.50% (As of Dec. 13, 2024)


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What is Invesco Perpetual UK Smaller Inv Tst 6-1 Month Momentum %?

6-1 Month Momentum % is the total return of the stock from 6-month ago to 1-month ago. As of today (2024-12-13), Invesco Perpetual UK Smaller Inv Tst's 6-1 Month Momentum % is -7.50%.

The industry rank for Invesco Perpetual UK Smaller Inv Tst's 6-1 Month Momentum % or its related term are showing as below:

LSE:IPU's 6-1 Month Momentum % is ranked worse than
76.63% of 1733 companies
in the Asset Management industry
Industry Median: 1.7 vs LSE:IPU: -7.50

Competitive Comparison of Invesco Perpetual UK Smaller Inv Tst's 6-1 Month Momentum %

For the Asset Management subindustry, Invesco Perpetual UK Smaller Inv Tst's 6-1 Month Momentum %, along with its competitors' market caps and 6-1 Month Momentum % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Invesco Perpetual UK Smaller Inv Tst's 6-1 Month Momentum % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco Perpetual UK Smaller Inv Tst's 6-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Invesco Perpetual UK Smaller Inv Tst's 6-1 Month Momentum % falls into.



Invesco Perpetual UK Smaller Inv Tst  (LSE:IPU) 6-1 Month Momentum % Calculation

6-1 Month Momentum % is calculated as following:

6-1 Month Momentum %=( Price 1-month ago / Price 6-month ago - 1 ) * 100 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Invesco Perpetual UK Smaller Inv Tst  (LSE:IPU) 6-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 6-1 Month Momentum % measures the total return to a stock over the past six months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


Invesco Perpetual UK Smaller Inv Tst 6-1 Month Momentum % Related Terms

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Invesco Perpetual UK Smaller Inv Tst Business Description

Traded in Other Exchanges
Address
Perpetual Park Drive, Perpetual Park, Henley-on-Thames, Oxfordshire, GBR, RG9 1HH
Invesco Perpetual UK Smaller Companies Inv Tst PLC is an investment trust based in the United Kingdom. The company's investment objective is to achieve a long-term total return for shareholders primarily by investment in a broad cross-section of small to medium-sized UK quoted companies. The Company is engaged in a single segment of business of investing in equity and debt securities, issued by companies operating and generating revenue mainly in the UK.

Invesco Perpetual UK Smaller Inv Tst Headlines

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