FXBInvesco CurrencyShares British Pound Sterling Trust

Diversifier19y track recordRanked #49 of 240 in this goal

The shares are intended to provide institutional and retail investors with a simple, cost-effective means of gaining investment benefits similar to those of holding British Pounds Sterling.

By Invesco · Launched 2006

Annual Cost

0.40%

#2,058 of 5,562 · average

Fund Size

$78M

#3,170 of 5,562 · mid-size

Return (1Y)Goal

+0.5%

Track Record

19 years

#337 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$9,920-0.8%

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

Classification

How Beacon categorizes this fund

Asset class

Currency

What it actually holds

By weight

Asset allocation

Cash

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

6.6%Low

Year-on-year price swings

Max drawdown

-29.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.14Below average

Sortino (3Y)

0.19Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: The shares are intended to provide institutional and retail investors with a simple, cost-effective means of gaining investment benefits similar to those of holding British Pounds Sterling.
Strategy: The principal investment strategy of the Trust involves holding British Pounds Sterling and issuing Shares that represent units of fractional undivided beneficial interest in the Trust. The Shares are intended to provide investors with a simple, cost-effective means of gaining investment benefits similar to those of holding British Pounds Sterling.
Inception date: June 21, 2006
Fund family: Invesco