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 13.38 16.86 30.26 64.88 78.88 IA Mixed Investment 20-60% Shares
Carmignac Portfolio Emerging Patrimoine 9.70 20.15 29.48 32.43 19.81 IA Mixed Investment 20-60% Shares
Premier Miton Cautious Monthly Income 12.48 19.35 26.93 45.65 54.00 IA Mixed Investment 20-60% Shares
MGTS Sentinel Navigator 10.43 17.02 25.51 34.08 36.01 IA Mixed Investment 20-60% Shares
Premier Miton Cautious Multi Asset 12.11 19.29 25.39 43.04 42.65 IA Mixed Investment 20-60% Shares
PIMCO GIS Balanced Income and Growth 7.87 15.15 23.64 59.37 49.01 IA Mixed Investment 20-60% Shares
Schroder MM Diversity 8.07 12.33 19.83 36.36 51.30 IA Mixed Investment 20-60% Shares
The MI Hawksmoor Vanbrugh 7.72 11.64 19.79 31.09 41.97 IA Mixed Investment 20-60% Shares
EF 8AM Cautious 10.19 16.67 19.66 31.86 20.38 IA Mixed Investment 20-60% Shares
Orbis Global Cautious 6.43 12.26 19.37 41.69 62.25 IA Mixed Investment 20-60% Shares
Jupiter Merlin Income Portfolio 8.09 12.60 19.22 34.77 44.54 IA Mixed Investment 20-60% Shares
Aegon Diversified Monthly Income 6.77 12.18 18.15 39.12 41.72 IA Mixed Investment 20-60% Shares
Margetts Providence Strategy 7.71 10.94 17.77 31.80 41.37 IA Mixed Investment 20-60% Shares
Premier Miton Multi-Asset Monthly Income 7.09 8.86 16.95 25.97 32.21 IA Mixed Investment 20-60% Shares
MGTS Tempus Cautious Portfolio 6.44 11.99 16.87 36.34 36.55 IA Mixed Investment 20-60% Shares
TrinityBridge Conservative Managed 7.20 11.74 16.68 35.25 37.60 IA Mixed Investment 20-60% Shares
VT Chelsea Managed Monthly Income 7.21 9.07 16.65 31.65 47.42 IA Mixed Investment 20-60% Shares
VT Momentum Diversified Income 5.00 7.31 16.62 29.54 30.53 IA Mixed Investment 20-60% Shares
WS T. Bailey Multi-Asset Dynamic 5.38 10.16 16.45 24.64 23.35 IA Mixed Investment 20-60% Shares
Premier Miton Multi-Asset Distribution 7.18 9.21 16.31 27.99 31.33 IA Mixed Investment 20-60% Shares
Fidelity Multi Asset Balanced Income 8.09 11.91 16.21 27.02 21.07 IA Mixed Investment 20-60% Shares
Janus Henderson Cautious Managed 6.93 10.69 16.02 27.10 34.28 IA Mixed Investment 20-60% Shares
IFSL YOU Multi-Asset Blend Balanced 5.94 10.72 15.78 32.60 34.50 IA Mixed Investment 20-60% Shares
Schroder Sustainable Future Multi-Asset 6.65 11.73 15.71 31.32 27.60 IA Mixed Investment 20-60% Shares
MGTS Future Money Income 7.46 11.11 15.64 28.41 32.71 IA Mixed Investment 20-60% Shares
Schroder Diversified Growth 6.84 12.07 15.58 31.10 25.52 IA Mixed Investment 20-60% Shares
EF Brompton Global Income 6.82 10.67 15.57 28.41 31.29 IA Mixed Investment 20-60% Shares
EF Brompton Global Balanced 6.90 10.80 15.46 29.97 28.08 IA Mixed Investment 20-60% Shares
VT Chelsea Managed Cautious Growth 6.22 9.20 15.44 32.39 36.01 IA Mixed Investment 20-60% Shares
Premier Miton Liberation V 6.60 11.13 15.34 29.79 35.36 IA Mixed Investment 20-60% Shares
M&G Episode Allocation 5.18 11.41 15.13 35.59 43.79 IA Mixed Investment 20-60% Shares
TrinityBridge Managed Income 6.45 9.60 15.10 28.96 34.64 IA Mixed Investment 20-60% Shares
AXA Distribution 6.45 9.85 14.87 24.93 27.96 IA Mixed Investment 20-60% Shares
Fidelity Multi Asset Open Strategic 6.54 10.72 14.78 30.94 32.79 IA Mixed Investment 20-60% Shares
WAY MA Cautious Portfolio 6.91 10.99 14.78 28.73 28.28 IA Mixed Investment 20-60% Shares
WS Keyridge Diversified Monthly Income 5.66 9.92 14.77 29.71 45.66 IA Mixed Investment 20-60% Shares
Schroder Monthly Income 6.07 9.34 14.68 31.77 33.98 IA Mixed Investment 20-60% Shares
WS Sequel Real Assets Diversified 11.28 18.56 14.67 27.76 30.97 IA Mixed Investment 20-60% Shares
BNY Mellon Global Multi-Strategy 8.02 12.71 14.67 35.14 24.87 IA Mixed Investment 20-60% Shares
AXA Lifetime Distribution 8.56 13.47 14.63 20.71 16.92 IA Mixed Investment 20-60% Shares
BNY Mellon Multi-Asset Moderate 5.70 9.51 14.58 - - IA Mixed Investment 20-60% Shares
WAY Global Balanced Portfolio 6.65 10.48 14.53 27.10 25.72 IA Mixed Investment 20-60% Shares
BNY Mellon Multi-Asset Moderate 5.67 9.44 14.41 - - IA Mixed Investment 20-60% Shares
MGTS SIIION Cautious 5.54 9.89 14.40 - - IA Mixed Investment 20-60% Shares
Courtiers Total Return Cautious Risk 6.52 10.03 14.00 22.23 30.56 IA Mixed Investment 20-60% Shares
L&G Mixed Investment Income 20-60% 4.99 8.31 13.94 31.73 33.74 IA Mixed Investment 20-60% Shares
Ninety One Global Income Opportunities 3.85 8.08 13.93 26.13 18.62 IA Mixed Investment 20-60% Shares
L&G Mixed Investment 20-60% 5.22 9.03 13.74 30.23 29.38 IA Mixed Investment 20-60% Shares
MGTS IBOSS 2 5.41 9.87 13.72 28.31 26.79 IA Mixed Investment 20-60% Shares
TrinityBridge Conservative Tactical Passive 5.52 10.11 13.68 31.98 31.69 IA Mixed Investment 20-60% Shares
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