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 3.32 6.50 14.66 28.10 58.06 IA Mixed Investment 20-60% Shares
TrinityBridge Diversified Income 2.34 5.33 12.75 15.45 33.33 IA Mixed Investment 20-60% Shares
PIMCO GIS Balanced Income and Growth 1.30 3.56 11.78 23.84 43.67 IA Mixed Investment 20-60% Shares
Orbis Global Cautious 1.51 3.67 10.59 21.22 47.36 IA Mixed Investment 20-60% Shares
Invesco Global Income (UK) 0.86 3.19 9.67 23.30 51.10 IA Mixed Investment 20-60% Shares
VT Momentum Diversified Income 4.33 5.27 9.11 10.40 42.44 IA Mixed Investment 20-60% Shares
Premier Miton Multi-Asset Monthly Income 5.19 6.28 8.98 9.63 36.44 IA Mixed Investment 20-60% Shares
Carmignac Portfolio Patrimoine 1.88 5.57 8.70 21.27 24.43 IA Mixed Investment 20-60% Shares
Premier Miton Diversified Income 4.05 4.65 8.40 12.33 37.75 IA Mixed Investment 20-60% Shares
Premier Miton Multi-Asset Distribution 4.12 5.36 8.23 12.10 34.79 IA Mixed Investment 20-60% Shares
MGTS Sentinel Navigator 2.80 6.96 8.16 5.59 23.40 IA Mixed Investment 20-60% Shares
Invesco Distribution (UK) 0.72 1.73 8.08 19.24 38.13 IA Mixed Investment 20-60% Shares
JPM Multi Asset Income 0.39 0.85 8.07 11.31 27.85 IA Mixed Investment 20-60% Shares
L&G Mixed Investment Income 20-60% 1.00 2.77 8.05 16.09 27.77 IA Mixed Investment 20-60% Shares
GS Global Multi Asset Income Portfolio -0.98 0.13 7.98 17.01 33.90 IA Mixed Investment 20-60% Shares
Ninety One Global Income Opportunities 1.48 2.19 7.91 8.92 17.51 IA Mixed Investment 20-60% Shares
VT Chelsea Managed Monthly Income 2.99 4.21 7.70 14.15 43.59 IA Mixed Investment 20-60% Shares
Schroder MM Diversity 2.90 4.64 7.66 19.12 45.41 IA Mixed Investment 20-60% Shares
IFSL Arbion Balanced Opportunities - 2.26 7.59 17.01 32.16 IA Mixed Investment 20-60% Shares
Jupiter Merlin Income Portfolio 1.21 3.43 7.56 13.61 28.20 IA Mixed Investment 20-60% Shares
Fidelity Multi Asset Open Strategic 0.23 2.02 7.50 12.13 27.71 IA Mixed Investment 20-60% Shares
IFSL Arbion Balanced Opportunities -0.09 2.19 7.44 16.43 31.38 IA Mixed Investment 20-60% Shares
L&G Multi Manager Income Trust -0.28 1.61 7.29 12.63 28.16 IA Mixed Investment 20-60% Shares
Schroder Monthly Income 0.21 2.78 7.20 13.73 33.43 IA Mixed Investment 20-60% Shares
WS T. Bailey Multi-Asset Dynamic 2.74 3.80 7.16 6.24 30.51 IA Mixed Investment 20-60% Shares
Margetts Providence Strategy 1.75 3.86 7.09 14.20 33.54 IA Mixed Investment 20-60% Shares
FP Russell Investments Multi Asset Income -0.16 -0.07 7.08 9.33 25.64 IA Mixed Investment 20-60% Shares
CT Global Multi Asset Income -0.57 -0.02 7.02 12.85 31.72 IA Mixed Investment 20-60% Shares
Aegon Diversified Monthly Income 1.41 2.69 6.93 15.68 36.43 IA Mixed Investment 20-60% Shares
Barclays Global Markets Balanced -1.51 -0.05 6.90 18.87 33.37 IA Mixed Investment 20-60% Shares
VT Chelsea Managed Cautious Growth 1.83 3.05 6.89 12.40 31.50 IA Mixed Investment 20-60% Shares
L&G Mixed Investment 20-60% 0.23 1.50 6.88 13.16 23.65 IA Mixed Investment 20-60% Shares
abrdn Diversified Growth and Income 1.16 1.47 6.73 11.93 30.80 IA Mixed Investment 20-60% Shares
Barclays Global Markets Cautious -0.58 0.88 6.67 13.17 19.52 IA Mixed Investment 20-60% Shares
M&G Episode Allocation -0.20 2.22 6.58 19.24 37.71 IA Mixed Investment 20-60% Shares
TrinityBridge Managed Income 1.07 2.32 6.51 10.91 27.04 IA Mixed Investment 20-60% Shares
FP Russell Investments Multi Asset Growth III -1.29 0.50 6.49 15.88 33.14 IA Mixed Investment 20-60% Shares
VT PortfolioMetrix GBP Allocation Balanced -1.55 -0.39 6.46 15.90 - IA Mixed Investment 20-60% Shares
TrinityBridge Conservative Managed 0.50 2.46 6.45 14.95 26.46 IA Mixed Investment 20-60% Shares
TrinityBridge Conservative Portfolio -1.94 -1.03 6.42 9.17 15.34 IA Mixed Investment 20-60% Shares
IFSL atomos Cautious -0.55 - 6.42 10.37 18.35 IA Mixed Investment 20-60% Shares
BNY Mellon Multi-Asset Moderate 0.98 2.48 6.40 - - IA Mixed Investment 20-60% Shares
WS Verbatim Multi-Index Portfolio 4 -0.05 1.93 6.35 14.67 25.59 IA Mixed Investment 20-60% Shares
HL High Income -0.61 0.85 6.35 9.68 29.20 IA Mixed Investment 20-60% Shares
Jupiter Merlin Moderate Select 0.13 2.09 6.31 - - IA Mixed Investment 20-60% Shares
Fidelity Multi Asset Allocator Strategic -1.15 -0.82 6.30 11.34 18.04 IA Mixed Investment 20-60% Shares
Schroder Income Portfolio 0.05 1.65 6.28 14.83 38.12 IA Mixed Investment 20-60% Shares
BNY Mellon Multi-Asset Moderate 0.95 2.41 6.27 - - IA Mixed Investment 20-60% Shares
Schroder Global Multi-Asset Balanced Portfolio -1.46 -0.23 6.26 15.15 28.75 IA Mixed Investment 20-60% Shares
L&G DIVERSIFIED -0.91 0.19 6.23 11.64 26.27 IA Mixed Investment 20-60% Shares
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