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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 989 | 1098 | 1064 | 1355 | 2079 |
Fund Return | 3.05% | -1.12% | 9.84% | 2.07% | 6.27% | 7.59% |
Place in category | 346 | 539 | 369 | 173 | 153 | 11 |
% in Category | 46 | 69 | 47 | 43 | 47 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SI Fund Class A Accumulation GBP | 5.7B | -6.06 | 0.03 | 5.39 | ||
SIFund Class B Accumulation GBP | 5.7B | -5.91 | 0.68 | 6.09 | ||
Leaders Fund Class A Income GBP | 5.7B | -7.65 | -0.27 | 5.37 | ||
Leaders Fund Class B Income GBP | 5.7B | -7.45 | 0.46 | 6.15 | ||
Class A Accumulation GBP | 1.26B | 2.78 | 1.28 | 6.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Class A Income GBP | 1.26B | 2.75 | 1.23 | 6.74 | ||
Class B Income GBP | 1.26B | 3.04 | 2.07 | 7.59 | ||
Class A Accumulation GBP | 1.26B | 2.78 | 1.28 | 6.76 | ||
GB00BMF7D555 | 301.09M | 3.55 | 4.23 | - | ||
GB00BYVB3M28 | 510.95M | -6.34 | -5.23 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Electric Power | US0255371017 | 5.07 | 102.93 | -0.77% | |
Duke Energy | US26441C2044 | 4.39 | 116.43 | -0.75% | |
Xcel Energy | US98389B1008 | 4.26 | 69.92 | -3.30% | |
National Grid | GB00BDR05C01 | 4.19 | 1,094.50 | +0.64% | |
Transurban Group | AU000000TCL6 | 4.08 | 14.250 | +0.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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