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
PIMCO GIS Balanced Income and Growth 4.34 8.12 23.81 62.94 47.41 IA Mixed Investment 20-60% Shares
Carmignac Portfolio Emerging Patrimoine -1.07 3.59 22.39 33.30 22.28 IA Mixed Investment 20-60% Shares
Artemis Monthly Distribution 1.82 5.02 20.23 70.41 68.16 IA Mixed Investment 20-60% Shares
WS Sequel Real Assets Diversified 0.49 3.77 20.14 28.94 23.44 IA Mixed Investment 20-60% Shares
EF 8AM Cautious 3.46 3.66 18.82 36.17 15.64 IA Mixed Investment 20-60% Shares
CG Aegon Diversified Monthly Income 4.02 5.88 17.70 43.85 38.61 IA Mixed Investment 20-60% Shares
Jupiter Merlin Income Portfolio 5.51 5.10 17.14 40.47 37.33 IA Mixed Investment 20-60% Shares
Schroder Diversified Growth 3.07 5.36 16.79 37.56 22.40 IA Mixed Investment 20-60% Shares
Premier Miton Cautious Multi Asset -3.26 0.10 16.37 42.61 31.46 IA Mixed Investment 20-60% Shares
Premier Miton Cautious Monthly Income -3.17 0.04 16.20 45.35 40.46 IA Mixed Investment 20-60% Shares
IFSL YOU Multi-Asset Blend Balanced 3.11 5.84 16.10 37.27 33.05 IA Mixed Investment 20-60% Shares
Schroder Sustainable Future Multi-Asset 3.63 4.58 15.87 35.54 24.55 IA Mixed Investment 20-60% Shares
TrinityBridge Conservative Managed 3.58 4.46 15.24 40.13 33.71 IA Mixed Investment 20-60% Shares
Courtiers Total Return Cautious Risk 6.10 6.15 15.14 32.86 27.37 IA Mixed Investment 20-60% Shares
IFSL Titan Mazarin Cautious 3.17 4.72 15.02 35.59 25.26 IA Mixed Investment 20-60% Shares
Schroder MM Diversity 2.82 2.52 14.96 37.41 49.11 IA Mixed Investment 20-60% Shares
MGTS Sentinel Navigator 0.74 1.52 14.80 37.84 24.37 IA Mixed Investment 20-60% Shares
BNY Mellon Global Multi-Strategy 2.40 4.03 14.60 32.37 17.79 IA Mixed Investment 20-60% Shares
MI Sinfonia Income & Growth Portfolio 4.04 5.56 14.57 36.48 33.07 IA Mixed Investment 20-60% Shares
The MI Hawksmoor Vanbrugh 3.98 4.42 14.42 37.77 35.45 IA Mixed Investment 20-60% Shares
Vanguard ActiveLife Climate Aware 40-50% Equity 2.85 3.75 14.38 31.62 - IA Mixed Investment 20-60% Shares
Premier Miton Premier Miton Liberation No. V 3.16 4.35 14.35 34.53 31.14 IA Mixed Investment 20-60% Shares
Margetts Providence Strategy 4.83 4.38 14.34 37.96 36.04 IA Mixed Investment 20-60% Shares
MGTS Attivo Investments Diversified 35-45 2.77 3.36 14.26 37.64 30.02 IA Mixed Investment 20-60% Shares
VT Shackleton Balanced 3.04 5.24 14.26 33.46 23.06 IA Mixed Investment 20-60% Shares
HSBC World Selection - Dividend Distribution Portfolio 3.49 5.66 14.25 38.99 33.00 IA Mixed Investment 20-60% Shares
7IM AAP Balanced 3.79 5.50 14.24 31.25 23.67 IA Mixed Investment 20-60% Shares
WS Keyridge Diversified Monthly Income 4.67 5.72 14.22 38.39 36.64 IA Mixed Investment 20-60% Shares
Scottish Widows Managed Growth 4 2.76 5.52 14.16 38.48 34.95 IA Mixed Investment 20-60% Shares
MGTS Future Money Real Growth 4.51 5.43 14.02 33.62 26.60 IA Mixed Investment 20-60% Shares
7IM Balanced 4.02 5.81 13.94 29.46 21.24 IA Mixed Investment 20-60% Shares
Jupiter Merlin Moderate Select 5.17 5.08 13.90 34.37 - IA Mixed Investment 20-60% Shares
TrinityBridge Conservative Tactical Passive 3.34 4.79 13.88 36.35 27.16 IA Mixed Investment 20-60% Shares
Schroder Blended Portfolio 5 3.45 5.23 13.86 35.70 31.69 IA Mixed Investment 20-60% Shares
Jupiter Merlin Moderate Select 5.10 4.93 13.59 33.27 - IA Mixed Investment 20-60% Shares
WAY Global Balanced Portfolio 3.05 3.74 13.55 30.39 20.23 IA Mixed Investment 20-60% Shares
Schroder Global Multi-Asset Balanced Portfolio 3.05 5.03 13.55 36.17 30.92 IA Mixed Investment 20-60% Shares
EF Brompton Global Income 2.94 4.33 13.52 32.68 25.40 IA Mixed Investment 20-60% Shares
EF Brompton Global Balanced 2.90 3.07 13.52 32.13 23.01 IA Mixed Investment 20-60% Shares
MI Brewin Dolphin Voyager Max 70% Equity 3.44 5.11 13.45 35.90 29.22 IA Mixed Investment 20-60% Shares
BNY Mellon Multi-Asset Moderate 4.24 6.03 13.35 - - IA Mixed Investment 20-60% Shares
WAY MA Cautious Portfolio 3.04 3.13 13.35 31.09 21.82 IA Mixed Investment 20-60% Shares
Orbis Global Cautious 0.37 2.39 13.32 40.23 57.99 IA Mixed Investment 20-60% Shares
Carmignac Portfolio Patrimoine 4.31 6.85 13.30 37.56 24.55 IA Mixed Investment 20-60% Shares
VT PortfolioMetrix Core Balanced Portfolio 2.65 5.29 13.30 37.02 27.52 IA Mixed Investment 20-60% Shares
Schroder Monthly Income 3.19 4.39 13.23 35.74 30.60 IA Mixed Investment 20-60% Shares
MGTS Wealth Solutions Defensive 3.31 4.29 13.21 33.52 30.01 IA Mixed Investment 20-60% Shares
WS CISA Growth 3.07 5.67 13.18 29.44 - IA Mixed Investment 20-60% Shares
BNY Mellon Multi-Asset Moderate 4.20 5.96 13.17 - - IA Mixed Investment 20-60% Shares
Personal Portfolio Balanced 2.64 5.94 13.07 36.21 - IA Mixed Investment 20-60% Shares
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