Research Centre
The information in Fund Raisers and Fallers is not an investment recommendation to you on the suitability of investing. We don't offer advice. If you're unsure, seek independent advice. The value of investments can fall as well as rise. You may get back less than you invest.

Fund Risers & Fallers

The funds which have risen or fallen the most.

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Fund Name 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg % FE Crown Rating Sector
GS Global Multi-Asset Growth Portfolio 2.62 9.35 22.11 13.71 43.43 IA Mixed Investment 40-85% Shares
Orbis Global Balanced 4.17 9.00 21.39 42.70 73.74 IA Mixed Investment 40-85% Shares
AB Sustainable All Market Portfolio 4.56 11.37 21.20 7.61 - IA Mixed Investment 40-85% Shares
Credo Dynamic 3.77 8.92 20.88 16.10 49.89 IA Mixed Investment 40-85% Shares
IFSL Wise Multi-Asset Income 2.28 9.87 20.76 16.56 35.34 IA Mixed Investment 40-85% Shares
IFSL Hathaway 3.93 13.22 20.43 4.66 23.68 IA Mixed Investment 40-85% Shares
Premier Miton Diversified Growth 1.98 8.30 20.07 10.73 48.94 IA Mixed Investment 40-85% Shares
BlackRock ACS Lifepath 2040-2042 3.35 8.98 19.77 13.33 46.55 IA Mixed Investment 40-85% Shares
HL Growth 3.55 9.10 19.72 - - IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity UCITS ETF 3.96 8.31 19.51 20.39 - IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity UCITS ETF 3.96 8.31 19.51 20.39 - IA Mixed Investment 40-85% Shares
JPM Multi-Asset Moderate 2.74 9.62 19.48 12.52 28.42 IA Mixed Investment 40-85% Shares
AXA Framlington Global Sustainable Managed Fund 2.73 7.82 19.41 8.31 32.31 IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity 3.56 8.44 19.33 18.42 46.96 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2065 3.60 8.45 19.20 19.00 47.44 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2050 3.60 8.45 19.19 19.00 47.40 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2060 3.58 8.44 19.19 19.08 47.47 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2055 3.59 8.44 19.18 18.97 47.29 IA Mixed Investment 40-85% Shares
JPM Multi-Asset Moderate 2.61 9.40 19.03 11.34 - IA Mixed Investment 40-85% Shares
WS Waverton Portfolio 3.21 6.96 19.00 20.56 53.08 IA Mixed Investment 40-85% Shares
Liontrust Balanced 3.24 6.94 18.95 9.49 51.16 IA Mixed Investment 40-85% Shares
IFSL Church House Balanced Equity Income 2.57 9.97 18.94 9.83 16.61 IA Mixed Investment 40-85% Shares
BlackRock ACS Lifepath 2037-2039 3.21 8.59 18.89 10.48 41.14 IA Mixed Investment 40-85% Shares
Waverton Multi-Asset Growth 2.75 5.99 18.89 19.48 - IA Mixed Investment 40-85% Shares
VT Chelsea Managed Balanced Growth 2.60 7.60 18.84 8.74 38.59 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2045 3.51 8.28 18.79 17.94 45.86 IA Mixed Investment 40-85% Shares
Baillie Gifford Managed 3.65 8.04 18.78 -10.79 34.74 IA Mixed Investment 40-85% Shares
Coutts Managed Ambitious 3.53 7.63 18.75 16.20 37.52 IA Mixed Investment 40-85% Shares
Janus Henderson Global Responsible Managed 0.98 7.04 18.67 12.41 47.46 IA Mixed Investment 40-85% Shares
Sarasin Global Equity Real Return 3.35 8.02 18.52 6.76 29.16 IA Mixed Investment 40-85% Shares
CT Managed Equity Focused 2.18 7.62 18.50 9.45 34.70 IA Mixed Investment 40-85% Shares
Personal Portfolio Ambitious 4.02 8.71 18.22 - - IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2040 3.39 8.03 18.19 15.97 41.70 IA Mixed Investment 40-85% Shares
Barclays Wealth Wealth Global Markets 4 3.27 8.07 18.19 17.73 46.35 IA Mixed Investment 40-85% Shares
BlackRock ACS Lifepath 2034-2036 3.06 8.19 18.06 8.04 35.89 IA Mixed Investment 40-85% Shares
Charles Stanley Multi Asset Growth 2.66 8.51 18.06 6.81 30.79 IA Mixed Investment 40-85% Shares
M&G Episode Growth 2.71 7.86 17.93 20.35 43.61 IA Mixed Investment 40-85% Shares
Fidelity Sustainable Multi Asset Growth 2.73 8.56 17.91 9.93 - IA Mixed Investment 40-85% Shares
Royal London Sustainable World Trust 2.54 5.73 17.89 10.43 56.14 IA Mixed Investment 40-85% Shares
IFSL Marlborough Extra Income 3.02 8.79 17.88 20.57 38.18 IA Mixed Investment 40-85% Shares
VT Esprit Tactical Alpha Plus 2.92 8.43 17.85 7.58 36.95 IA Mixed Investment 40-85% Shares
FP Russell Investments Multi Asset Growth V 3.19 8.70 17.82 18.76 46.35 IA Mixed Investment 40-85% Shares
Sarasin IE Multi Asset - Dynamic (GBP) 2.90 7.99 17.80 1.31 21.19 IA Mixed Investment 40-85% Shares
Invesco Global Balanced Index (UK) 2.84 7.41 17.77 29.08 42.73 IA Mixed Investment 40-85% Shares
WS Waverton Charity Growth & Income 2.86 6.41 17.74 19.59 47.77 IA Mixed Investment 40-85% Shares
L&G Mixed Investment 40-85% 2.47 8.21 17.73 10.28 28.11 IA Mixed Investment 40-85% Shares
Schroder Global Multi-Asset Adventurous Portfolio 3.10 7.89 17.71 18.14 38.94 IA Mixed Investment 40-85% Shares
Royal London Sustainable Growth 2.60 5.59 17.67 - - IA Mixed Investment 40-85% Shares
Premier Miton Diversified Balanced Growth 1.90 7.46 17.66 10.81 38.72 IA Mixed Investment 40-85% Shares
IFSL atomos Balanced 2.79 8.14 17.63 11.32 24.58 IA Mixed Investment 40-85% Shares
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