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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 983 | 1144 | 1183 | 1248 | 2005 |
Fund Return | 4.03% | -1.71% | 14.4% | 5.77% | 4.53% | 7.2% |
Place in category | 159 | 249 | 201 | 129 | 162 | 27 |
% in Category | 24 | 40 | 26 | 28 | 44 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SI Fund Class A Accumulation GBP | 5.74B | 6.01 | -0.69 | 7.10 | ||
SIFund Class B Accumulation GBP | 5.74B | 6.70 | -0.04 | 7.81 | ||
Leaders Fund Class A Income GBP | 5.74B | -5.41 | 0.83 | 5.77 | ||
Leaders Fund Class B Income GBP | 5.74B | -5.29 | 1.58 | 6.54 | ||
Class A Income GBP | 1.28B | 4.02 | 5.72 | 7.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Class B Income GBP | 1.28B | 4.16 | 6.58 | 8.03 | ||
Class A Income GBP | 1.28B | 4.02 | 5.72 | 7.18 | ||
Class B Accumulation GBP | 1.28B | 4.16 | 6.59 | 8.04 | ||
GB00BMF7D555 | 287.36M | 3.55 | 4.23 | - | ||
GB00BYVB3M28 | 528.7M | -6.34 | -5.23 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Electric Power | US0255371017 | 5.30 | 105.47 | -0.49% | |
National Grid | GB00BDR05C01 | 5.26 | 970.60 | +0.08% | |
Duke Energy | US26441C2044 | 4.32 | 119.55 | -1.00% | |
Norfolk Southern | US6558441084 | 4.18 | 235.08 | +0.22% | |
Xcel Energy | US98389B1008 | 4.18 | 69.85 | -0.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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