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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 995 | 1094 | 1064 | 1300 | 2101 |
Fund Return | 3.63% | -0.51% | 9.37% | 2.1% | 5.39% | 7.71% |
Place in category | 395 | 557 | 299 | 166 | 149 | 12 |
% in Category | 58 | 78 | 39 | 42 | 44 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SI Fund Class A Accumulation GBP | 5.72B | -6.06 | 0.03 | 5.39 | ||
SIFund Class B Accumulation GBP | 5.72B | -5.91 | 0.68 | 6.09 | ||
Leaders Fund Class A Income GBP | 5.59B | -7.35 | 0.16 | 5.49 | ||
Leaders Fund Class B Income GBP | 5.59B | -7.05 | 0.91 | 6.27 | ||
Class A Accumulation GBP | 1.19B | 3.29 | 1.31 | 6.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Class B Accumulation GBP | 1.19B | 3.63 | 2.11 | 7.72 | ||
Class A Accumulation GBP | 1.19B | 3.29 | 1.31 | 6.88 | ||
Class A Income GBP | 1.19B | 3.25 | 1.26 | 6.86 | ||
GB00BMF7D555 | 1.21B | 3.55 | 4.23 | - | ||
GB00BYVB3M28 | 524.11M | -6.34 | -5.23 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Duke Energy | US26441C2044 | 4.79 | 115.40 | +0.72% | |
American Electric Power | US0255371017 | 4.64 | 101.75 | +0.54% | |
Transurban Group | AU000000TCL6 | 4.37 | 14.580 | +0.41% | |
Xcel Energy | US98389B1008 | 4.18 | 66.64 | +0.54% | |
National Grid | GB00BDR05C01 | 4.15 | 1,049.00 | +0.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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