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
Premier Miton Multi-Asset Growth & Income 6.65 17.69 41.26 52.96 44.17 IA Mixed Investment 40-85% Shares
Orbis Global Balanced 5.08 10.23 34.13 67.53 103.16 IA Mixed Investment 40-85% Shares
MGTS Sentinel Growth 6.98 17.09 34.13 36.66 38.30 IA Mixed Investment 40-85% Shares
Fidelity Multi Asset Income & Growth 1.20 14.60 32.54 42.12 36.13 IA Mixed Investment 40-85% Shares
FP Imperium Adventurous 2.55 8.68 32.43 39.12 - IA Mixed Investment 40-85% Shares
EF 8AM Balanced 3.26 11.89 30.98 40.29 27.27 IA Mixed Investment 40-85% Shares
Royal London Sustainable World Trust 3.14 10.46 30.80 45.59 48.19 IA Mixed Investment 40-85% Shares
FP Russell Investments Multi Asset Growth V 3.85 9.30 30.44 47.44 53.20 IA Mixed Investment 40-85% Shares
BlackRock Armed Forces Charities Growth & Income 3.54 8.41 30.28 31.85 31.84 IA Mixed Investment 40-85% Shares
Jupiter Merlin Balanced Portfolio 3.45 9.67 29.77 38.61 50.54 IA Mixed Investment 40-85% Shares
Invesco Global Balanced Index (UK) 4.99 12.32 29.11 52.60 72.76 IA Mixed Investment 40-85% Shares
WS Resilient MM Balanced Managed 3.89 9.08 28.97 30.31 24.20 IA Mixed Investment 40-85% Shares
MGTS Clarion Meridian Portfolio 4.42 11.08 28.53 38.94 28.25 IA Mixed Investment 40-85% Shares
Royal London Sustainable Growth 2.82 9.60 28.14 43.93 - IA Mixed Investment 40-85% Shares
IFSL YOU Multi-Asset Blend Growth 3.34 9.00 28.12 40.50 40.74 IA Mixed Investment 40-85% Shares
CG AJ Bell Moderately Adventurous 4.20 9.05 28.01 40.33 51.39 IA Mixed Investment 40-85% Shares
VT Esprit Tactical Alpha Plus 3.89 8.45 27.67 39.26 33.35 IA Mixed Investment 40-85% Shares
Schroder Global Multi-Asset Adventurous Portfolio 4.04 8.14 27.64 42.73 47.93 IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity 4.14 7.39 27.20 45.07 51.00 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2065 4.09 7.34 27.17 45.24 51.66 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2055 4.08 7.35 27.14 45.17 51.58 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2060 4.08 7.33 27.13 45.17 51.69 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2050 4.06 7.30 27.10 45.14 51.59 IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity UCITS ETF 3.72 5.74 27.10 45.81 52.18 IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity UCITS ETF 3.72 5.74 27.10 45.81 52.18 IA Mixed Investment 40-85% Shares
VT Asset Intelligence Growth 2.25 7.87 26.93 41.28 38.52 IA Mixed Investment 40-85% Shares
BlackRock Balanced Growth Portfolio 2.27 7.20 26.76 38.25 39.82 IA Mixed Investment 40-85% Shares
BlackRock Catholic Charities Growth & Income 3.40 7.56 26.76 33.34 34.96 IA Mixed Investment 40-85% Shares
IFSL Wise Multi-Asset Income 2.65 9.83 26.73 42.59 52.69 IA Mixed Investment 40-85% Shares
BlackRock BCIF Balanced Managed 2.18 7.02 26.65 37.75 35.10 IA Mixed Investment 40-85% Shares
UBS Global Allocation UK 2.67 7.93 26.65 35.50 29.08 IA Mixed Investment 40-85% Shares
BlackRock Charities Growth & Income 3.32 7.82 26.61 27.12 25.51 IA Mixed Investment 40-85% Shares
Schroder Managed Balanced 3.74 8.92 26.58 34.79 30.92 IA Mixed Investment 40-85% Shares
FP Imperium Growth 2.26 7.32 26.27 29.67 23.47 IA Mixed Investment 40-85% Shares
MGTS Sentinel Universal 2.11 7.99 26.17 37.56 36.96 IA Mixed Investment 40-85% Shares
Personal Portfolio Ambitious 3.59 5.22 26.12 38.09 - IA Mixed Investment 40-85% Shares
M&G Episode Growth 3.79 8.13 26.02 42.34 54.73 IA Mixed Investment 40-85% Shares
MI Charles Stanley Multi Asset Growth 3.46 7.55 25.87 37.61 30.08 IA Mixed Investment 40-85% Shares
HSBC Balanced 4.19 9.25 25.83 40.04 46.95 IA Mixed Investment 40-85% Shares
Liontrust Balanced -0.10 4.36 25.77 44.76 39.84 IA Mixed Investment 40-85% Shares
Schroder Blended Portfolio 7 2.29 8.32 25.70 39.09 43.47 IA Mixed Investment 40-85% Shares
IFSL Titan Mazarin Balanced 2.91 8.24 25.66 35.50 28.41 IA Mixed Investment 40-85% Shares
MGTS SIIION Balanced 1.65 7.72 25.60 38.47 - IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2045 3.83 6.87 25.54 43.08 48.79 IA Mixed Investment 40-85% Shares
EF Brompton Global Growth 2.80 8.72 25.54 38.15 35.98 IA Mixed Investment 40-85% Shares
VT Sinfonia Adventurous Growth Portfolio 1.73 7.65 25.42 37.42 43.89 IA Mixed Investment 40-85% Shares
FP Russell Investments Multi Asset Growth IV 2.95 7.46 25.38 40.78 41.10 IA Mixed Investment 40-85% Shares
Coutts Managed Ambitious 3.32 4.73 25.34 38.47 41.60 IA Mixed Investment 40-85% Shares
WS Keyridge Portfolio VI 3.32 7.39 25.28 35.94 41.05 IA Mixed Investment 40-85% Shares
MGTS Progeny ProFolio Model 70-90% Shares 1.97 7.96 25.11 36.74 - IA Mixed Investment 40-85% Shares
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