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
Carmignac Portfolio Emerging Patrimoine 8.54 15.66 31.06 38.60 24.46 IA Mixed Investment 20-60% Shares
PIMCO GIS Balanced Income and Growth 10.97 11.31 26.89 60.72 47.85 IA Mixed Investment 20-60% Shares
Artemis Monthly Distribution 7.14 12.83 26.84 74.21 71.53 IA Mixed Investment 20-60% Shares
Premier Miton Cautious Monthly Income 4.08 11.40 24.89 50.91 47.71 IA Mixed Investment 20-60% Shares
Premier Miton Cautious Multi Asset 4.09 11.17 24.34 48.21 37.90 IA Mixed Investment 20-60% Shares
EF 8AM Cautious 8.76 9.32 22.14 36.07 18.87 IA Mixed Investment 20-60% Shares
Schroder Diversified Growth 8.57 9.44 20.21 37.20 24.14 IA Mixed Investment 20-60% Shares
IFSL YOU Multi-Asset Blend Balanced 7.92 9.99 19.37 37.56 35.28 IA Mixed Investment 20-60% Shares
Jupiter Merlin Income Portfolio 7.09 7.84 18.56 39.21 36.29 IA Mixed Investment 20-60% Shares
HSBC World Selection - Dividend Distribution Portfolio 8.06 8.81 18.51 40.27 35.65 IA Mixed Investment 20-60% Shares
BNY Mellon Global Multi-Strategy 7.32 9.13 18.51 33.27 20.22 IA Mixed Investment 20-60% Shares
Personal Portfolio Balanced 10.16 8.10 18.36 37.56 - IA Mixed Investment 20-60% Shares
WS Sequel Real Assets Diversified 0.48 10.71 18.18 29.78 22.46 IA Mixed Investment 20-60% Shares
Scottish Widows Managed Growth 4 8.47 8.41 18.17 40.36 37.39 IA Mixed Investment 20-60% Shares
Aegon Diversified Monthly Income 5.63 8.53 18.10 41.43 37.63 IA Mixed Investment 20-60% Shares
VT Shackleton Balanced 8.21 8.53 17.99 34.05 26.64 IA Mixed Investment 20-60% Shares
Schroder Sustainable Future Multi-Asset 7.06 7.37 17.82 33.10 24.78 IA Mixed Investment 20-60% Shares
IFSL Titan Mazarin Cautious 6.54 7.01 17.60 35.14 26.09 IA Mixed Investment 20-60% Shares
AXA Global Distribution 8.62 7.65 17.45 28.43 23.12 IA Mixed Investment 20-60% Shares
VT PortfolioMetrix Core Balanced Portfolio 7.74 7.63 17.38 38.25 29.49 IA Mixed Investment 20-60% Shares
Schroder Global Multi-Asset Balanced Portfolio 8.19 7.74 17.24 36.76 32.62 IA Mixed Investment 20-60% Shares
7IM AAP Balanced 8.08 7.82 17.09 31.10 24.36 IA Mixed Investment 20-60% Shares
MI Sinfonia Income & Growth Portfolio 7.44 7.84 16.97 36.19 35.37 IA Mixed Investment 20-60% Shares
VT PortfolioMetrix Blended Balanced Portfolio 7.55 7.34 16.96 37.41 - IA Mixed Investment 20-60% Shares
Coutts Managed Balanced 9.79 7.29 16.68 37.52 - IA Mixed Investment 20-60% Shares
TrinityBridge Conservative Managed 6.37 7.45 16.59 40.20 34.41 IA Mixed Investment 20-60% Shares
Premier Miton Liberation V 6.94 8.27 16.55 34.60 32.49 IA Mixed Investment 20-60% Shares
Barclays Global Markets Balanced 8.82 7.34 16.54 38.35 36.04 IA Mixed Investment 20-60% Shares
Schroder Blended Portfolio 5 7.10 7.76 16.45 35.50 33.19 IA Mixed Investment 20-60% Shares
Fidelity Multi Asset Income 6.48 9.43 16.38 30.74 11.16 IA Mixed Investment 20-60% Shares
EF Brompton Global Income 5.47 8.19 16.25 32.10 27.54 IA Mixed Investment 20-60% Shares
7IM Balanced 7.95 8.02 16.21 29.21 22.40 IA Mixed Investment 20-60% Shares
Fidelity Multi Asset Balanced Income 6.07 8.76 16.13 32.06 16.85 IA Mixed Investment 20-60% Shares
L&G Future World Global Opportunities 10.32 8.45 16.11 37.54 41.72 IA Mixed Investment 20-60% Shares
TrinityBridge Conservative Tactical Passive 6.89 7.38 16.09 37.48 28.98 IA Mixed Investment 20-60% Shares
L&G DIVERSIFIED 7.16 8.01 15.96 34.85 29.72 IA Mixed Investment 20-60% Shares
Orbis Global Cautious 4.05 6.85 15.96 41.53 57.19 IA Mixed Investment 20-60% Shares
EF Brompton Global Balanced 5.31 7.11 15.95 31.91 25.01 IA Mixed Investment 20-60% Shares
Vanguard ActiveLife Climate Aware 40-50% Equity 6.39 7.50 15.91 31.58 - IA Mixed Investment 20-60% Shares
CG AJ Bell Moderately Cautious 6.09 6.39 15.88 31.66 29.34 IA Mixed Investment 20-60% Shares
FP Russell Investments Multi Asset Growth III 7.29 6.98 15.85 36.76 31.81 IA Mixed Investment 20-60% Shares
MGTS Attivo Investments Diversified 35-45 4.65 6.72 15.84 36.87 31.00 IA Mixed Investment 20-60% Shares
MGTS Sentinel Navigator 2.87 5.79 15.83 36.11 25.69 IA Mixed Investment 20-60% Shares
GS Balanced Allocation Portfolio 7.88 7.06 15.77 29.71 36.60 IA Mixed Investment 20-60% Shares
Courtiers Total Return Cautious Risk 8.63 7.94 15.66 30.66 25.89 IA Mixed Investment 20-60% Shares
JPM Multi Asset Income 6.62 7.39 15.58 34.61 23.78 IA Mixed Investment 20-60% Shares
MGTS SIIION Cautious 5.40 5.73 15.58 36.89 - IA Mixed Investment 20-60% Shares
WAY Global Balanced Portfolio 5.58 7.04 15.44 29.02 21.79 IA Mixed Investment 20-60% Shares
Jupiter Merlin Moderate Select 7.14 6.30 15.42 33.91 - IA Mixed Investment 20-60% Shares
GS Global Multi-Asset Balanced Portfolio 9.22 6.17 15.41 33.86 25.85 IA Mixed Investment 20-60% Shares
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