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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1047 | 1032 | 1136 | 1157 | 2054 |
Fund Return | 1.97% | 4.67% | 3.21% | 4.35% | 2.96% | 7.46% |
Place in category | 229 | 232 | 268 | 158 | 198 | 23 |
% in Category | 34 | 31 | 47 | 39 | 57 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SI Fund Class A Accumulation GBP | 6.59B | 0.83 | 2.38 | 8.67 | ||
SIFund Class B Accumulation GBP | 6.59B | 0.95 | 3.05 | 9.40 | ||
Leaders Fund Class A Income GBP | 6.59B | 1.24 | 1.03 | 7.66 | ||
Leaders Fund Class B Income GBP | 6.59B | 1.57 | 1.75 | 8.45 | ||
Class A Accumulation GBP | 1.31B | 1.99 | 4.37 | 7.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BMF7D555 | 283.29M | - | - | - | ||
Class A Accumulation GBP | 1.31B | 1.99 | 4.37 | 7.47 | ||
Class B Accumulation GBP | 1.31B | 2.33 | 5.17 | 8.30 | ||
Class B Income GBP | 1.31B | 2.33 | 5.17 | 8.30 | ||
GB00BYVB3M28 | 578.22M | 3.67 | 6.96 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 6.72 | 76.97 | +2.10% | |
Transurban Group | AU000000TCL6 | 6.15 | 12.800 | -0.31% | |
Duke Energy | US26441C2044 | 4.68 | 102.52 | -0.10% | |
Southern | US8425871071 | 4.30 | 78.97 | +1.32% | |
American Tower | US03027X1000 | 4.17 | 194.72 | +0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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