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 |
---|---|---|---|---|---|---|---|
Orbis Global Balanced | 3.35 | 6.10 | 16.23 | 38.06 | 93.20 |
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IA Mixed Investment 40-85% Shares |
EdenTree Managed Income | 5.11 | 8.62 | 11.71 | 15.88 | 48.63 |
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IA Mixed Investment 40-85% Shares |
IFSL Wise Multi-Asset Income | 5.23 | 6.16 | 10.66 | 16.05 | 82.57 |
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IA Mixed Investment 40-85% Shares |
Credo Dynamic | 1.00 | 2.13 | 10.37 | 23.13 | 65.73 |
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IA Mixed Investment 40-85% Shares |
VT Chelsea Managed Balanced Growth | 1.76 | 3.75 | 9.58 | 18.66 | 48.93 |
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IA Mixed Investment 40-85% Shares |
Invesco Global Balanced Index (UK) | 1.38 | 4.66 | 9.33 | 28.06 | 64.57 |
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IA Mixed Investment 40-85% Shares |
Scottish Widows Regular Income | 1.94 | 6.53 | 9.20 | 20.82 | 39.88 |
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IA Mixed Investment 40-85% Shares |
IFSL Church House Balanced Equity Income | 4.56 | 7.15 | 9.06 | 14.52 | 31.58 |
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IA Mixed Investment 40-85% Shares |
IFSL Marlborough Extra Income | 0.34 | 1.37 | 8.68 | 21.25 | 49.55 |
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IA Mixed Investment 40-85% Shares |
IFSL Hathaway | 2.55 | 1.36 | 8.31 | 15.19 | 26.72 |
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IA Mixed Investment 40-85% Shares |
Volare Strategic Income | 0.14 | 2.66 | 8.28 | 16.29 | 30.76 |
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IA Mixed Investment 40-85% Shares |
VT Momentum Diversified Moderate | 3.54 | 4.28 | 8.21 | 15.81 | 35.74 |
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IA Mixed Investment 40-85% Shares |
EF 8AM Balanced | 0.10 | 0.98 | 8.09 | 12.76 | 20.09 |
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IA Mixed Investment 40-85% Shares |
TrinityBridge Sustainable Balanced Portfolio | -1.90 | -1.15 | 8.05 | 16.86 | - |
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IA Mixed Investment 40-85% Shares |
JPM Multi-Asset Moderate | 0.39 | 0.78 | 7.92 | 19.26 | 40.91 |
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IA Mixed Investment 40-85% Shares |
L&G Multi Manager Balanced Trust | -0.60 | 1.76 | 7.83 | 18.80 | 42.14 |
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IA Mixed Investment 40-85% Shares |
WS T. Bailey Multi-Asset Growth | 2.22 | 4.04 | 7.79 | 9.12 | - |
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IA Mixed Investment 40-85% Shares |
Jupiter Merlin Income and Growth Select | 1.09 | 2.65 | 7.72 | 21.69 | 34.58 |
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IA Mixed Investment 40-85% Shares |
BlackRock Consensus 85 | -0.04 | 2.20 | 7.70 | 21.62 | 43.64 |
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IA Mixed Investment 40-85% Shares |
BNY Mellon Multi-Asset Global Balanced | -0.04 | 2.07 | 7.63 | 24.87 | 54.49 |
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IA Mixed Investment 40-85% Shares |
JPM Multi-Asset Moderate | 0.24 | 0.63 | 7.52 | 18.00 | 38.64 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2065 | -2.23 | -0.59 | 7.52 | 23.53 | 49.48 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2050 | -2.24 | -0.60 | 7.50 | 23.49 | 49.47 |
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IA Mixed Investment 40-85% Shares |
Fidelity Multi Asset Open Growth | -0.36 | 1.52 | 7.48 | 16.72 | 41.58 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2060 | -2.26 | -0.60 | 7.47 | 23.54 | 49.59 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2055 | -2.28 | -0.63 | 7.46 | 23.43 | 49.44 |
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IA Mixed Investment 40-85% Shares |
IFSL atomos Balanced | -0.81 | 0.07 | 7.42 | 16.12 | 25.30 |
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IA Mixed Investment 40-85% Shares |
BNY Mellon Multi-Asset Balanced | -0.04 | 1.98 | 7.41 | 24.40 | 54.55 |
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IA Mixed Investment 40-85% Shares |
FP Russell Investments Multi Asset Growth V | -2.44 | 0.17 | 7.39 | 24.93 | 58.47 |
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IA Mixed Investment 40-85% Shares |
L&G Mixed Investment 40-85% | 0.21 | 1.53 | 7.38 | 17.70 | 37.32 |
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IA Mixed Investment 40-85% Shares |
Vanguard LifeStrategy 80% Equity UCITS ETF | -2.74 | -1.81 | 7.38 | 24.79 | - |
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IA Mixed Investment 40-85% Shares |
Vanguard LifeStrategy 80% Equity UCITS ETF | -2.74 | -1.82 | 7.38 | 24.79 | - |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2045 | -2.16 | -0.59 | 7.37 | 22.46 | 47.90 |
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IA Mixed Investment 40-85% Shares |
Vanguard LifeStrategy 80% Equity | -2.26 | -0.70 | 7.34 | 22.93 | 48.90 |
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IA Mixed Investment 40-85% Shares |
M&G Charity Multi Asset | -0.20 | 1.86 | 7.32 | 17.03 | 51.41 |
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IA Mixed Investment 40-85% Shares |
Barclays Global Markets Growth | -1.93 | -0.20 | 7.32 | 23.48 | 46.82 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2040 | -1.99 | -0.52 | 7.18 | 20.82 | 43.26 |
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IA Mixed Investment 40-85% Shares |
Evelyn MM Endurance Balanced | -0.30 | 1.08 | 7.17 | 17.60 | 46.76 |
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IA Mixed Investment 40-85% Shares |
The MI Hawksmoor Distribution | 4.08 | 4.67 | 7.11 | 14.00 | 39.66 |
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IA Mixed Investment 40-85% Shares |
BlackRock ACS Lifepath 2040-2042 | -2.20 | -2.35 | 7.09 | 20.11 | 51.83 |
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IA Mixed Investment 40-85% Shares |
VT Vanneck Defensive | -4.06 | -0.99 | 7.03 | 19.89 | 43.25 |
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IA Mixed Investment 40-85% Shares |
HL Growth | -2.02 | -1.48 | 6.99 | 23.03 | - |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2035 | -1.82 | -0.47 | 6.98 | 19.10 | 38.61 |
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IA Mixed Investment 40-85% Shares |
FP Russell Investments Multi Asset Growth IV | -1.93 | 0.25 | 6.89 | 20.99 | 45.36 |
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IA Mixed Investment 40-85% Shares |
Baillie Gifford Managed | -1.35 | 0.39 | 6.88 | 18.96 | 20.93 |
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IA Mixed Investment 40-85% Shares |
BlackRock ACS Lifepath 2037-2039 | -1.97 | -2.10 | 6.88 | 17.31 | 45.10 |
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IA Mixed Investment 40-85% Shares |
M&G Episode Growth | -0.97 | 2.18 | 6.86 | 24.12 | 49.99 |
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IA Mixed Investment 40-85% Shares |
Schroder Global Multi-Asset Adventurous Portfolio | -2.19 | -0.80 | 6.85 | 21.39 | 46.70 |
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IA Mixed Investment 40-85% Shares |
TrinityBridge Balanced Portfolio | -2.50 | -1.58 | 6.85 | 13.45 | 23.92 |
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IA Mixed Investment 40-85% Shares |
Vanguard Target Retirement 2030 | -1.65 | -0.41 | 6.81 | 17.40 | 34.13 |
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IA Mixed Investment 40-85% Shares |