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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1043 | 972 | 1109 | 1184 | 2091 |
Fund Return | 1.03% | 4.29% | -2.75% | 3.52% | 3.44% | 7.65% |
Place in category | 173 | 151 | 237 | 162 | 177 | 24 |
% in Category | 28 | 22 | 45 | 40 | 53 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SI Fund Class A Accumulation GBP | 6.31B | 0.83 | 2.38 | 8.67 | ||
SIFund Class B Accumulation GBP | 6.31B | 0.95 | 3.05 | 9.40 | ||
Leaders Fund Class A Income GBP | 6.31B | 0.64 | 1.42 | 8.10 | ||
Leaders Fund Class B Income GBP | 6.31B | 0.91 | 2.15 | 8.90 | ||
Class A Accumulation GBP | 1.29B | 1.06 | 3.53 | 7.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BMF7D555 | 277.17M | - | - | - | ||
Class A Accumulation GBP | 1.29B | 1.06 | 3.53 | 7.66 | ||
Class B Accumulation GBP | 1.29B | 1.33 | 4.33 | 8.50 | ||
Class B Income GBP | 1.29B | 1.33 | 4.32 | 8.49 | ||
GB00BYVB3M28 | 563.47M | 3.67 | 6.96 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 6.72 | 78.52 | +0.42% | |
Transurban Group | AU000000TCL6 | 6.15 | 12.510 | +1.38% | |
Duke Energy | US26441C2044 | 4.68 | 102.48 | +1.16% | |
Southern | US8425871071 | 4.30 | 78.97 | +1.15% | |
American Tower | US03027X1000 | 4.17 | 193.93 | +1.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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