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.

Choose sector
Fund Name 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg % FE Crown Rating Sector
Orbis Global Balanced 9.94 10.21 18.64 52.23 98.58 IA Mixed Investment 40-85% Shares
Credo Dynamic 8.95 5.07 14.17 30.38 67.29 IA Mixed Investment 40-85% Shares
IFSL Wise Multi-Asset Income 10.23 12.21 13.63 27.24 89.91 IA Mixed Investment 40-85% Shares
VT Chelsea Managed Balanced Growth 8.83 7.80 13.56 25.56 51.22 IA Mixed Investment 40-85% Shares
Invesco Global Balanced Index (UK) 7.72 6.61 13.23 36.30 72.07 IA Mixed Investment 40-85% Shares
FP Russell Investments Multi Asset Growth V 11.19 3.36 12.54 33.29 63.86 IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity UCITS ETF 10.55 2.29 12.43 32.56 - IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity UCITS ETF 10.55 2.29 12.43 32.56 - IA Mixed Investment 40-85% Shares
Scottish Friendly Managed Growth 8.52 4.75 12.30 34.62 63.40 IA Mixed Investment 40-85% Shares
Liontrust Balanced 9.67 -0.38 12.24 28.55 39.35 IA Mixed Investment 40-85% Shares
WS Waverton Portfolio 10.74 3.41 12.18 32.77 55.88 IA Mixed Investment 40-85% Shares
WS Waverton Charity Growth & Income 11.29 4.30 11.85 30.73 49.50 IA Mixed Investment 40-85% Shares
HL Growth 12.25 2.90 11.70 32.05 - IA Mixed Investment 40-85% Shares
Baillie Gifford Managed 8.67 1.45 11.61 23.75 17.84 IA Mixed Investment 40-85% Shares
EdenTree Managed Income 5.24 9.45 11.42 24.71 51.50 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2065 9.48 2.59 11.36 30.14 55.09 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2050 9.46 2.58 11.32 30.08 55.07 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2055 9.46 2.55 11.29 30.02 55.02 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2060 9.46 2.56 11.29 30.14 55.16 IA Mixed Investment 40-85% Shares
Royal London Sustainable World Trust 12.26 2.39 11.23 30.89 42.43 IA Mixed Investment 40-85% Shares
Waverton Multi-Asset Growth 11.88 2.81 11.21 31.00 - IA Mixed Investment 40-85% Shares
Barclays Global Markets Growth 9.21 2.81 11.20 30.17 49.72 IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity 9.47 2.53 11.14 29.56 54.49 IA Mixed Investment 40-85% Shares
Royal London Sustainable Growth 11.12 2.78 11.12 29.27 - IA Mixed Investment 40-85% Shares
BNY Mellon Multi-Asset Global Balanced 7.67 3.51 11.10 30.05 59.33 IA Mixed Investment 40-85% Shares
VT EPIC Multi Asset Growth 9.40 5.00 11.09 25.45 16.54 IA Mixed Investment 40-85% Shares
Jupiter Merlin Income and Growth Select 7.82 4.16 11.02 29.80 43.94 IA Mixed Investment 40-85% Shares
Scottish Widows Regular Income 6.81 7.89 10.92 28.87 45.09 IA Mixed Investment 40-85% Shares
Schroder Global Multi-Asset Adventurous Portfolio 9.79 1.81 10.87 29.78 51.34 IA Mixed Investment 40-85% Shares
BNY Mellon Multi-Asset Balanced 7.64 3.44 10.87 29.45 59.26 IA Mixed Investment 40-85% Shares
FP Russell Investments Multi Asset Growth IV 9.48 3.24 10.85 28.33 49.51 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2045 8.89 2.50 10.83 28.68 53.00 IA Mixed Investment 40-85% Shares
Aviva Inv Multimanager 40-85% Shares 8.94 3.28 10.80 23.50 37.95 IA Mixed Investment 40-85% Shares
Coutts Managed Ambitious 10.38 1.14 10.72 28.12 49.05 IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 60% Equity UCITS ETF 8.28 3.15 10.70 24.55 - IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 60% Equity UCITS ETF 8.28 3.15 10.70 24.55 - IA Mixed Investment 40-85% Shares
Fidelity Multi Asset Open Growth 7.89 3.74 10.67 23.66 43.17 IA Mixed Investment 40-85% Shares
BlackRock ACS Lifepath 2040-2042 9.73 1.33 10.66 28.62 54.51 IA Mixed Investment 40-85% Shares
Jupiter Merlin Balanced Portfolio 9.54 4.70 10.63 24.45 45.96 IA Mixed Investment 40-85% Shares
Personal Portfolio Ambitious 10.30 0.73 10.55 - - IA Mixed Investment 40-85% Shares
M&G Episode Growth 7.06 3.75 10.43 30.94 50.52 IA Mixed Investment 40-85% Shares
BlackRock Consensus 85 7.81 3.95 10.37 28.12 48.01 IA Mixed Investment 40-85% Shares
VT Momentum Diversified Moderate 7.56 7.91 10.34 22.14 37.17 IA Mixed Investment 40-85% Shares
IFSL atomos Balanced 8.28 3.67 10.31 25.07 31.10 IA Mixed Investment 40-85% Shares
Schroder Blended Portfolio 7 9.52 3.83 10.30 28.20 51.12 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2040 8.31 2.51 10.29 26.62 47.81 IA Mixed Investment 40-85% Shares
TrinityBridge Balanced Managed 8.99 3.65 10.27 25.05 34.30 IA Mixed Investment 40-85% Shares
VT Tatton Blended Active 9.37 2.59 10.26 28.89 53.12 IA Mixed Investment 40-85% Shares
FP Mattioli Woods Passive Balanced 8.66 3.65 10.26 21.77 - IA Mixed Investment 40-85% Shares
WS T. Bailey Multi-Asset Growth 5.80 5.12 10.26 16.31 - IA Mixed Investment 40-85% Shares
Page: of 5