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