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 4.02 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
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