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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1044 | 1152 | 1192 | 1174 | 1970 |
Fund Return | 4.14% | 4.38% | 15.16% | 6.03% | 3.25% | 7.02% |
Place in category | 60 | 30 | 210 | 107 | 168 | 27 |
% in Category | 13 | 8 | 30 | 25 | 47 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Leaders Fund Class A Income GBP | 6.09B | 1.92 | 2.46 | 6.54 | ||
Leaders Fund Class B Income GBP | 6.09B | 1.98 | 3.21 | 7.33 | ||
SI Fund Class A Accumulation GBP | 6.09B | 6.01 | -0.69 | 7.10 | ||
SIFund Class B Accumulation GBP | 6.09B | 6.70 | -0.04 | 7.81 | ||
Class A Income GBP | 1.3B | 4.13 | 5.99 | 7.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Class A Income GBP | 1.3B | 4.13 | 5.99 | 7.00 | ||
Class B Accumulation GBP | 1.3B | 4.21 | 6.86 | 7.85 | ||
Class B Income GBP | 1.3B | 4.21 | 6.85 | 7.84 | ||
GB00BMF7D555 | 289.91M | 3.55 | 4.23 | - | ||
GB00BYVB3M28 | 522.87M | -6.34 | -5.23 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Electric Power | US0255371017 | 5.30 | 107.07 | -0.53% | |
National Grid | GB00BDR05C01 | 5.26 | 976.91 | -0.32% | |
Duke Energy | US26441C2044 | 4.32 | 116.60 | -0.59% | |
Norfolk Southern | US6558441084 | 4.18 | 243.89 | -0.49% | |
Xcel Energy | US98389B1008 | 4.18 | 70.28 | -0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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