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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 974 | 1012 | 939 | 1170 | 1201 | 2068 |
Fund Return | -2.57% | 1.24% | -6.07% | 5.38% | 3.73% | 7.53% |
Place in category | 347 | 233 | 451 | 188 | 194 | 19 |
% in Category | 54 | 44 | 76 | 48 | 61 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SIFund Class B Accumulation GBP | 6.42B | 2.85 | 1.86 | 9.08 | ||
SI Fund Class A Accumulation GBP | 6.42B | 2.18 | 1.20 | 8.35 | ||
Leaders Fund Class B Income GBP | 6.42B | 0.94 | 3.04 | 9.39 | ||
Leaders Fund Class A Income GBP | 6.42B | 0.81 | 2.31 | 8.59 | ||
Class A Income GBP | 1.32B | -2.58 | 5.36 | 7.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BMF7D555 | 308.22M | - | - | - | ||
Class A Income GBP | 1.32B | -2.58 | 5.36 | 7.52 | ||
Class B Accumulation GBP | 1.32B | -2.44 | 6.19 | 8.36 | ||
Class B Income GBP | 1.32B | -2.44 | 6.19 | 8.36 | ||
GB00BYVB3M28 | 586.71M | 3.67 | 6.96 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Transurban Group | AU000000TCL6 | 6.69 | 13.320 | +1.14% | |
NextEra Energy | US65339F1012 | 5.42 | 63.91 | +0.19% | |
Duke Energy | US26441C2044 | 4.89 | 96.71 | +0.65% | |
American Tower | US03027X1000 | 4.11 | 197.59 | +0.11% | |
Southern | US8425871071 | 4.01 | 71.74 | +0.97% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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