FXBInvesco CurrencyShares British Pound Sterling Trust

Diversifier20y track recordRanked #54 of 281 in this goal

Seeks to hold British Pound Sterling as a passive investment vehicle.

By Invesco · Launched 2006

Annual Cost

0.40%

#2,089 of 6,040 · average

Fund Size

$65M

#3,470 of 6,040 · mid-size

Return (1Y)

-0.0%

Track Record

20 years

#336 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,244+12.4%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

By weight

Cash

100.0%

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

6.3%Low

Year-on-year price swings

Max drawdown

-26.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.18Below average

Sortino (3Y)

0.26Moderate downside risk

Objective: Seeks to hold British Pound Sterling as a passive investment vehicle.
Strategy: Holds British Pound Sterling and issues Baskets in exchange for deposits of British Pound Sterling. The Trust does not engage in activities designed to profit from price changes.
Inception date: June 21, 2006
Fund family: Invesco