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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1058 | 1140 | 1161 | 1109 | 2123 |
Fund Return | 7.04% | 5.83% | 14.03% | 5.09% | 2.1% | 7.82% |
Place in category | 293 | 535 | 316 | 148 | 216 | 21 |
% in Category | 41 | 69 | 52 | 35 | 59 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Leaders Fund Class A Income GBP | 6.39B | 7.25 | 0.04 | 7.64 | ||
Leaders Fund Class B Income GBP | 6.39B | 7.90 | 0.78 | 8.43 | ||
SI Fund Class A Accumulation GBP | 6.39B | 0.83 | 2.38 | 8.67 | ||
SIFund Class B Accumulation GBP | 6.39B | 0.95 | 3.05 | 9.40 | ||
Class A Accumulation GBP | 1.26B | 7.10 | 5.12 | 7.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BMF7D555 | 322.41M | - | - | - | ||
Class A Accumulation GBP | 1.26B | 7.10 | 5.12 | 7.84 | ||
Class B Accumulation GBP | 1.26B | 7.76 | 5.94 | 8.68 | ||
Class B Income GBP | 1.26B | 7.76 | 5.94 | 8.67 | ||
GB00BYVB3M28 | 546.67M | 3.67 | 6.96 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 6.14 | 80.27 | -3.14% | |
American Electric Power | US0255371017 | 5.28 | 97.48 | -1.64% | |
National Grid | GB00BDR05C01 | 5.01 | 994.00 | -0.90% | |
American Tower | US03027X1000 | 4.90 | 215.53 | -3.01% | |
Union Pacific | US9078181081 | 4.84 | 233.93 | +0.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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