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 |
---|---|---|---|---|---|---|---|
IFSL James Hambro Barnham Broom | 27.95 | 29.15 | 33.58 | 40.04 | 78.66 |
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IA Mixed Investment 40-85% Shares |
Orbis Global Balanced | 3.53 | 6.66 | 12.07 | 35.14 | 108.49 |
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IA Mixed Investment 40-85% Shares |
Credo Dynamic | -1.01 | 3.41 | 9.94 | 17.61 | 85.03 |
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IA Mixed Investment 40-85% Shares |
IFSL Wise Multi-Asset Income | 2.13 | -0.03 | 9.60 | 9.88 | 95.87 |
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IA Mixed Investment 40-85% Shares |
VT Vanneck Defensive | 0.09 | 4.51 | 9.45 | 19.18 | 61.54 |
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IA Mixed Investment 40-85% Shares |
Scottish Widows Regular Income | 4.18 | 3.41 | 9.06 | 16.44 | 52.15 |
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IA Mixed Investment 40-85% Shares |
Invesco Global Balanced Index (UK) | 2.89 | 4.80 | 8.71 | 25.54 | 78.44 |
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IA Mixed Investment 40-85% Shares |
EdenTree Managed Income | 4.81 | 1.89 | 7.57 | 11.11 | 55.70 |
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IA Mixed Investment 40-85% Shares |
VT Chelsea Managed Balanced Growth | -0.03 | 1.48 | 7.52 | 10.66 | 67.13 |
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IA Mixed Investment 40-85% Shares |
M&G Charity Multi Asset | 1.33 | 0.90 | 7.21 | 15.88 | 69.07 |
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IA Mixed Investment 40-85% Shares |
Scottish Friendly Managed Growth | 0.80 | 4.28 | 6.99 | 20.37 | 88.08 |
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IA Mixed Investment 40-85% Shares |
IFSL Church House Balanced Equity Income | 2.95 | -1.01 | 6.95 | 7.54 | 38.64 |
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IA Mixed Investment 40-85% Shares |
WS Sequel Balanced Target Return Strategy | -0.81 | 1.58 | 6.52 | 7.43 | 57.32 |
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IA Mixed Investment 40-85% Shares |
IFSL Hathaway | -2.82 | -4.47 | 6.47 | 5.00 | 42.11 |
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IA Mixed Investment 40-85% Shares |
JPM Multi-Asset Moderate | -0.32 | -0.08 | 6.14 | 12.38 | 44.87 |
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IA Mixed Investment 40-85% Shares |
Volare Strategic Income | 1.74 | 2.04 | 6.10 | 11.70 | 41.32 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2065 | -1.91 | 1.62 | 6.08 | 17.73 | 68.00 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2050 | -1.90 | 1.62 | 6.08 | 17.71 | 68.03 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2055 | -1.91 | 1.63 | 6.08 | 17.70 | 68.03 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2060 | -1.91 | 1.60 | 6.06 | 17.79 | 68.16 |
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IA Mixed Investment 40-85% Shares |
IFSL Marlborough Extra Income | 0.42 | 0.01 | 6.02 | 16.90 | 62.68 |
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IA Mixed Investment 40-85% Shares |
M&G Episode Growth | 1.30 | 1.21 | 6.01 | 22.08 | 72.97 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2045 | -1.73 | 1.56 | 6.00 | 16.84 | 66.40 |
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IA Mixed Investment 40-85% Shares |
The MI Hawksmoor Distribution | 0.45 | -1.51 | 5.95 | 6.36 | 46.68 |
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IA Mixed Investment 40-85% Shares |
Vanguard LifeStrategy 80% Equity | -1.99 | 1.50 | 5.95 | 17.00 | 67.58 |
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IA Mixed Investment 40-85% Shares |
VT Momentum Diversified Moderate | -0.32 | -0.41 | 5.93 | 6.86 | 44.68 |
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IA Mixed Investment 40-85% Shares |
Evelyn MM Endurance Balanced | - | 1.53 | 5.88 | 13.49 | 62.20 |
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IA Mixed Investment 40-85% Shares |
JPM Multi-Asset Moderate | -0.32 | -0.24 | 5.79 | 11.29 | 42.68 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2040 | -1.54 | 1.38 | 5.79 | 15.32 | 60.20 |
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IA Mixed Investment 40-85% Shares |
FP Russell Investments Multi Asset Growth V | -1.63 | 1.79 | 5.68 | 18.11 | 82.10 |
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IA Mixed Investment 40-85% Shares |
Unity | 0.48 | 3.06 | 5.64 | 11.90 | 61.44 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2035 | -1.35 | 1.19 | 5.56 | 13.70 | 54.03 |
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IA Mixed Investment 40-85% Shares |
Barclays Global Markets Growth | -1.88 | 0.66 | 5.54 | 17.62 | 66.01 |
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IA Mixed Investment 40-85% Shares |
Premier Miton Liberation VI | 0.22 | 0.37 | 5.50 | 12.95 | 55.80 |
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IA Mixed Investment 40-85% Shares |
FP Mattioli Woods Passive Balanced | -0.39 | 1.15 | 5.43 | 10.86 | - |
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IA Mixed Investment 40-85% Shares |
Margetts Select Strategy | 0.43 | 0.27 | 5.36 | 11.65 | 54.46 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2030 | -1.15 | 1.00 | 5.36 | 12.09 | 48.04 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2025 | -0.73 | 0.89 | 5.24 | 10.75 | 42.63 |
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IA Mixed Investment 40-85% Shares |
L&G Multi Manager Balanced Trust | -0.27 | 0.62 | 5.12 | 11.56 | 57.24 |
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IA Mixed Investment 40-85% Shares |
Vanguard LifeStrategy 60% Equity | -1.22 | 0.85 | 5.10 | 10.27 | 43.13 |
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IA Mixed Investment 40-85% Shares |
WS Waverton Portfolio | -0.49 | 1.93 | 5.07 | 21.47 | 66.75 |
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IA Mixed Investment 40-85% Shares |
VT Cantab Moderate | 0.31 | 0.74 | 5.04 | 1.20 | 28.50 |
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IA Mixed Investment 40-85% Shares |
BNY Mellon Multi-Asset Global Balanced | -0.07 | 1.59 | 5.04 | 20.19 | 69.80 |
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IA Mixed Investment 40-85% Shares |
Vanguard LifeStrategy 80% Equity UCITS ETF | -3.18 | 1.32 | 5.04 | 18.66 | - |
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IA Mixed Investment 40-85% Shares |
Vanguard LifeStrategy 80% Equity UCITS ETF | -3.18 | 1.32 | 5.04 | 18.66 | - |
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IA Mixed Investment 40-85% Shares |
WS Sequel World Equity | -3.12 | 4.07 | 5.03 | - | - |
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IA Mixed Investment 40-85% Shares |
Close Sustainable Balanced Portfolio | 0.71 | 3.65 | 5.01 | 12.50 | - |
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IA Mixed Investment 40-85% Shares |
VT Tatton Oak Capital Growth | -1.65 | 1.07 | 4.95 | 15.93 | 61.75 |
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IA Mixed Investment 40-85% Shares |
WS T. Bailey Multi-Asset Growth | 1.35 | 1.77 | 4.94 | 2.15 | - |
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IA Mixed Investment 40-85% Shares |
BlackRock Consensus 85 | -0.15 | 1.52 | 4.93 | 16.01 | 57.09 |
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IA Mixed Investment 40-85% Shares |