The funds which have risen or fallen the most.
Fund Name | 3mth chg % | 6mth chg % | 1yr chg % | 3yr chg % | 5yr chg % | FE Crown Rating | Sector |
---|---|---|---|---|---|---|---|
PIMCO GIS Balanced Income and Growth | 4.02 | 11.24 | 25.30 | 9.07 | 38.05 | IA Mixed Investment 20-60% Shares | |
Aegon Ethical Cautious Managed | 2.73 | 9.47 | 21.68 | -2.20 | 15.16 | IA Mixed Investment 20-60% Shares | |
Artemis Monthly Distribution | 2.10 | 7.36 | 20.34 | 20.86 | 36.57 | IA Mixed Investment 20-60% Shares | |
Aegon Diversified Monthly Income | 3.06 | 8.53 | 18.93 | 13.14 | 21.48 | IA Mixed Investment 20-60% Shares | |
GS Global Multi Asset Income Portfolio | 3.19 | 9.60 | 18.83 | 8.77 | 26.19 | IA Mixed Investment 20-60% Shares | |
GS ESG-Enhanced Global Multi-Asset Balanced Portfolio | 1.98 | 8.19 | 18.44 | 6.31 | 29.44 | IA Mixed Investment 20-60% Shares | |
Invesco Global Income (UK) | 3.24 | 7.69 | 18.25 | 11.46 | 36.42 | IA Mixed Investment 20-60% Shares | |
JPM Multi Asset Income | 3.39 | 10.07 | 17.92 | 4.73 | 16.45 | IA Mixed Investment 20-60% Shares | |
L&G Future World Global Opportunities | 3.02 | 6.75 | 17.65 | 18.06 | 45.71 | IA Mixed Investment 20-60% Shares | |
Close Diversified Income Portfolio | 3.61 | 8.95 | 17.63 | 11.37 | 23.50 | IA Mixed Investment 20-60% Shares | |
VT Chelsea Managed Monthly Income | 2.98 | 8.90 | 17.00 | 14.86 | 35.57 | IA Mixed Investment 20-60% Shares | |
Coutts Managed Balanced | 3.12 | 6.94 | 16.90 | - | - | IA Mixed Investment 20-60% Shares | |
Invesco Distribution (UK) | 3.21 | 7.53 | 16.88 | 13.38 | 29.44 | IA Mixed Investment 20-60% Shares | |
VT PortfolioMetrix GBP Core Balanced | 2.85 | 7.51 | 16.83 | 7.66 | - | IA Mixed Investment 20-60% Shares | |
MGTS Tempus Cautious Portfolio | 2.29 | 6.31 | 16.82 | 10.20 | - | IA Mixed Investment 20-60% Shares | |
Premier Miton Diversified Cautious Growth | 1.84 | 7.01 | 16.76 | 9.18 | 33.59 | IA Mixed Investment 20-60% Shares | |
Premier Miton Diversified Income | 2.66 | 8.58 | 16.72 | 9.81 | 30.25 | IA Mixed Investment 20-60% Shares | |
Barclays Wealth Global Markets 3 | 3.10 | 7.57 | 16.70 | 12.34 | 33.77 | IA Mixed Investment 20-60% Shares | |
WS QUAYS Growth | 2.74 | 7.61 | 16.70 | - | - | IA Mixed Investment 20-60% Shares | |
IFSL Arbion Balanced Opportunities | 1.87 | 6.82 | 16.37 | 6.62 | 25.13 | IA Mixed Investment 20-60% Shares | |
IFSL Arbion Balanced Opportunities | 1.79 | 6.75 | 16.23 | 6.26 | 24.58 | IA Mixed Investment 20-60% Shares | |
HSBC World Selection - Dividend Distribution Portfolio | 2.63 | 7.76 | 16.15 | 11.07 | 24.63 | IA Mixed Investment 20-60% Shares | |
AXA Ethical Distribution | 1.23 | 7.83 | 16.12 | -10.31 | 4.78 | IA Mixed Investment 20-60% Shares | |
L&G Mixed Investment Income 20-60% | 2.54 | 7.22 | 16.06 | 8.51 | 16.38 | IA Mixed Investment 20-60% Shares | |
CT Managed Equity & Bond | 2.07 | 6.70 | 16.02 | 3.85 | 20.30 | IA Mixed Investment 20-60% Shares | |
NFU Mutual Mixed Portfolio 20 - 60% Shares | 2.12 | 6.67 | 15.98 | 7.41 | 18.75 | IA Mixed Investment 20-60% Shares | |
Fidelity Sustainable Multi Asset Balanced | 2.38 | 7.49 | 15.89 | 5.91 | - | IA Mixed Investment 20-60% Shares | |
M&G Episode Allocation | 2.04 | 6.75 | 15.88 | 15.49 | 24.13 | IA Mixed Investment 20-60% Shares | |
Personal Portfolio Balanced | 3.56 | 7.51 | 15.84 | - | - | IA Mixed Investment 20-60% Shares | |
CT Global Multi Asset Income | 2.58 | 7.94 | 15.77 | 13.83 | 28.71 | IA Mixed Investment 20-60% Shares | |
MGTS Wealth Solutions Defensive | 2.40 | 5.53 | 15.76 | 12.39 | - | IA Mixed Investment 20-60% Shares | |
Schroder Global Multi-Asset Balanced Portfolio | 2.65 | 6.90 | 15.68 | 9.96 | 25.02 | IA Mixed Investment 20-60% Shares | |
The MI Hawksmoor Vanbrugh | 1.22 | 6.64 | 15.65 | 10.23 | 25.62 | IA Mixed Investment 20-60% Shares | |
IFSL Equilibrium Adventurous Portfolio | 2.19 | 6.68 | 15.53 | 2.11 | 24.08 | IA Mixed Investment 20-60% Shares | |
Royal London Sustainable Diversified Trust | 1.89 | 4.69 | 15.49 | 5.78 | 33.26 | IA Mixed Investment 20-60% Shares | |
VT PortfolioMetrix GBP Allocation Balanced | 2.96 | 7.65 | 15.44 | 9.56 | - | IA Mixed Investment 20-60% Shares | |
Coutts Managed Cautious | 2.76 | 6.44 | 15.42 | 3.13 | 9.90 | IA Mixed Investment 20-60% Shares | |
L&G Mixed Investment 20-60% | 2.39 | 7.22 | 15.39 | 5.59 | 17.74 | IA Mixed Investment 20-60% Shares | |
Liontrust MA Explorer Income 60 | 2.40 | 6.49 | 15.17 | 5.87 | 21.99 | IA Mixed Investment 20-60% Shares | |
Sarasin Multi Asset - Strategic | 2.31 | 6.71 | 15.17 | -5.06 | 7.98 | IA Mixed Investment 20-60% Shares | |
Liontrust MA Explorer Income 60 | 2.39 | 6.49 | 15.17 | 5.87 | 21.98 | IA Mixed Investment 20-60% Shares | |
Waverton Multi-Asset Income | 2.92 | 7.26 | 15.14 | 11.07 | 37.26 | IA Mixed Investment 20-60% Shares | |
Aviva Inv Multi-asset Income | 1.74 | 5.87 | 14.98 | 0.03 | 6.19 | IA Mixed Investment 20-60% Shares | |
MI Brewin Dolphin Voyager Max 70% Equity | 2.61 | 7.08 | 14.95 | 9.85 | - | IA Mixed Investment 20-60% Shares | |
L&G DIVERSIFIED | 2.82 | 6.95 | 14.82 | 8.00 | - | IA Mixed Investment 20-60% Shares | |
FP Russell Investments Multi Asset Growth III | 2.67 | 7.21 | 14.73 | 8.94 | 26.71 | IA Mixed Investment 20-60% Shares | |
MGTS SIIION Cautious | 2.30 | 5.64 | 14.70 | - | - | IA Mixed Investment 20-60% Shares | |
DMS Stirling House Balanced | 2.24 | 6.47 | 14.67 | -5.11 | 6.00 | IA Mixed Investment 20-60% Shares | |
Schroder Global Multi-Asset Moderately Cautious Portfolio | 2.47 | 6.44 | 14.62 | 7.02 | 19.61 | IA Mixed Investment 20-60% Shares | |
IFSL atomos Cautious | 2.60 | 7.02 | 14.58 | 6.21 | 19.57 | IA Mixed Investment 20-60% Shares |