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
Artemis Monthly Distribution 8.13 11.45 20.59 45.56 65.87 IA Mixed Investment 20-60% Shares
PIMCO GIS Balanced Income and Growth 8.11 11.43 14.73 42.72 46.73 IA Mixed Investment 20-60% Shares
Premier Miton Cautious Monthly Income 7.07 9.45 14.08 27.79 43.26 IA Mixed Investment 20-60% Shares
Orbis Global Cautious 5.36 7.98 13.34 31.50 52.87 IA Mixed Investment 20-60% Shares
MGTS Sentinel Navigator 4.38 9.98 12.74 14.09 25.11 IA Mixed Investment 20-60% Shares
Premier Miton Cautious Multi Asset 6.84 9.01 12.66 25.29 30.50 IA Mixed Investment 20-60% Shares
Carmignac Portfolio Emerging Patrimoine 8.55 10.16 12.51 22.97 13.43 IA Mixed Investment 20-60% Shares
Carmignac Portfolio Patrimoine 4.46 7.94 12.21 30.70 23.33 IA Mixed Investment 20-60% Shares
Jupiter Merlin Income Portfolio 5.43 8.12 11.28 24.32 32.24 IA Mixed Investment 20-60% Shares
IFSL Arbion Balanced Opportunities 5.60 7.80 10.38 29.17 31.14 IA Mixed Investment 20-60% Shares
IFSL YOU Multi-Asset Blend Balanced 5.21 7.52 10.20 23.16 32.05 IA Mixed Investment 20-60% Shares
IFSL Arbion Balanced Opportunities 5.55 7.67 10.16 28.55 30.30 IA Mixed Investment 20-60% Shares
FP Russell Investments Multi Asset Growth III 5.03 7.55 10.00 25.72 35.51 IA Mixed Investment 20-60% Shares
Invesco Global Income (UK) 4.02 7.26 9.99 38.98 47.87 IA Mixed Investment 20-60% Shares
Barclays Global Markets Balanced 5.71 7.09 9.91 28.92 35.54 IA Mixed Investment 20-60% Shares
TrinityBridge Diversified Income 1.82 6.18 9.90 22.35 33.37 IA Mixed Investment 20-60% Shares
Schroder MM Diversity 4.32 6.52 9.88 29.05 47.92 IA Mixed Investment 20-60% Shares
Scottish Widows Managed Growth 4 5.87 7.57 9.80 27.76 35.33 IA Mixed Investment 20-60% Shares
HSBC World Selection - Dividend Distribution Portfolio 5.79 7.41 9.77 23.36 33.62 IA Mixed Investment 20-60% Shares
Fidelity Multi Asset Open Strategic 4.39 7.04 9.77 21.74 28.85 IA Mixed Investment 20-60% Shares
MGTS SIIION Cautious 5.52 7.18 9.73 - - IA Mixed Investment 20-60% Shares
Schroder Monthly Income 4.80 6.76 9.68 26.20 35.59 IA Mixed Investment 20-60% Shares
VT Momentum Diversified Income 2.62 7.96 9.55 22.84 40.26 IA Mixed Investment 20-60% Shares
Jupiter Merlin Moderate Select 5.03 7.31 9.55 - - IA Mixed Investment 20-60% Shares
VT PortfolioMetrix Blended Balanced Portfolio 5.49 7.29 9.53 25.87 - IA Mixed Investment 20-60% Shares
VT Sinfonia Income & Growth Portfolio 5.01 7.13 9.32 23.04 32.73 IA Mixed Investment 20-60% Shares
IFSL Titan Mazarin Cautious 5.42 7.06 9.30 20.41 24.55 IA Mixed Investment 20-60% Shares
Coutts Managed Balanced 6.04 7.85 9.30 28.89 - IA Mixed Investment 20-60% Shares
Jupiter Merlin Moderate Select 4.96 7.16 9.24 - - IA Mixed Investment 20-60% Shares
Schroder Diversified Growth 6.05 7.56 9.21 17.04 22.02 IA Mixed Investment 20-60% Shares
VT PortfolioMetrix Core Balanced Portfolio 5.63 7.59 9.19 26.17 - IA Mixed Investment 20-60% Shares
Schroder Blended Portfolio 5 4.69 6.93 9.17 23.08 32.54 IA Mixed Investment 20-60% Shares
WS Verbatim Multi-Index Portfolio 4 4.34 6.73 9.14 23.99 28.43 IA Mixed Investment 20-60% Shares
Barclays Multi-Asset Balanced Income 4.64 6.13 9.01 21.51 27.87 IA Mixed Investment 20-60% Shares
Vanguard LifeStrategy 40% Equity UCITS ETF 5.76 8.29 8.99 19.74 - IA Mixed Investment 20-60% Shares
Vanguard LifeStrategy 40% Equity UCITS ETF 5.76 8.29 8.99 19.74 - IA Mixed Investment 20-60% Shares
TrinityBridge Conservative Managed 3.54 6.32 8.98 23.21 28.01 IA Mixed Investment 20-60% Shares
Schroder Sustainable Future Multi-Asset 6.05 7.65 8.97 20.03 24.08 IA Mixed Investment 20-60% Shares
Schroder Global Multi-Asset Balanced Portfolio 5.71 7.33 8.96 26.34 32.20 IA Mixed Investment 20-60% Shares
VT Freedom Long Term Balanced 4.57 6.21 8.95 22.41 27.44 IA Mixed Investment 20-60% Shares
Personal Portfolio Balanced 6.55 7.83 8.79 26.24 - IA Mixed Investment 20-60% Shares
L&G Mixed Investment Income 20-60% 4.11 6.68 8.74 26.32 30.37 IA Mixed Investment 20-60% Shares
Aviva Inv Multimanager 20-60% Shares 4.92 7.10 8.68 20.36 23.93 IA Mixed Investment 20-60% Shares
WS T. Bailey Multi-Asset Dynamic 3.27 6.31 8.57 15.87 25.57 IA Mixed Investment 20-60% Shares
VT Chelsea Managed Cautious Growth 2.39 5.71 8.57 18.47 31.42 IA Mixed Investment 20-60% Shares
Barclays Global Markets Cautious 4.43 6.07 8.54 22.52 21.30 IA Mixed Investment 20-60% Shares
TrinityBridge Conservative Tactical Passive 4.11 6.31 8.53 23.20 24.49 IA Mixed Investment 20-60% Shares
WS Canlife Diversified Monthly Income 3.45 6.71 8.52 20.27 39.42 IA Mixed Investment 20-60% Shares
Barclays Multi-Asset Balanced 4.52 5.18 8.41 15.72 33.60 IA Mixed Investment 20-60% Shares
L&G DIVERSIFIED 5.34 6.20 8.37 21.51 28.27 IA Mixed Investment 20-60% Shares
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