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 Church House Tenax Multi-Asset Strategy 1.66 4.46 8.27 11.87 15.13 IA Mixed Investment 0-35% Shares
L&G Mixed Investment Income 0-35% 1.25 2.86 7.86 14.74 19.50 IA Mixed Investment 0-35% Shares
Jupiter Merlin Conservative Select 1.04 2.64 7.52 10.67 14.72 IA Mixed Investment 0-35% Shares
Fidelity Multi Asset Open Defensive 0.47 2.40 7.49 8.82 16.55 IA Mixed Investment 0-35% Shares
Charles Stanley Monthly High Income 2.87 3.92 7.08 10.35 17.29 IA Mixed Investment 0-35% Shares
L&G Mixed Investment 0-35% 0.72 2.01 6.98 13.03 19.23 IA Mixed Investment 0-35% Shares
Jupiter Merlin Monthly Income Select 0.53 2.08 6.94 12.52 13.06 IA Mixed Investment 0-35% Shares
Ninety One Diversified Income 1.13 2.00 6.89 10.95 16.35 IA Mixed Investment 0-35% Shares
Barclays Global Markets Defensive 0.43 1.82 6.41 9.58 9.93 IA Mixed Investment 0-35% Shares
Liontrust MA Monthly High Income -0.07 1.27 6.35 9.44 12.83 IA Mixed Investment 0-35% Shares
Liontrust MA Monthly High Income -0.07 1.26 6.35 9.43 12.87 IA Mixed Investment 0-35% Shares
JPM Multi-Asset Cautious -0.09 0.09 6.28 7.63 13.34 IA Mixed Investment 0-35% Shares
Fidelity Multi Asset Allocator Defensive -0.48 0.07 6.20 7.61 6.51 IA Mixed Investment 0-35% Shares
MI Brewin Dolphin Voyager Max 40% Equity -0.20 0.88 6.08 10.29 - IA Mixed Investment 0-35% Shares
JPM Multi-Asset Cautious -0.19 -0.09 5.78 6.31 11.29 IA Mixed Investment 0-35% Shares
Coutts Managed Defensive -0.92 -0.24 5.76 - - IA Mixed Investment 0-35% Shares
Schroder Blended Portfolio 3 0.17 1.47 5.75 10.65 16.39 IA Mixed Investment 0-35% Shares
Schroder Global Multi-Asset Cautious Portfolio -0.78 0.12 5.72 9.13 12.54 IA Mixed Investment 0-35% Shares
Royal London Sustainable Managed Growth Trust - 1.49 5.70 11.35 12.10 IA Mixed Investment 0-35% Shares
BlackRock Consensus 35 -0.15 0.69 5.43 6.75 7.35 IA Mixed Investment 0-35% Shares
IFSL atomos Conservative - 0.28 5.39 4.17 - IA Mixed Investment 0-35% Shares
GS Global Multi Asset Conservative Portfolio -1.35 -1.00 5.36 10.68 14.93 IA Mixed Investment 0-35% Shares
IFSL YOU Multi-Asset Blend Cautious 0.60 2.00 5.29 - - IA Mixed Investment 0-35% Shares
FP Russell Investments Multi Asset Growth I -0.36 0.83 5.25 7.31 10.12 IA Mixed Investment 0-35% Shares
Royal London Cautious Managed -0.15 1.34 5.19 10.49 13.53 IA Mixed Investment 0-35% Shares
Personal Portfolio Defensive -1.09 -0.42 5.18 - - IA Mixed Investment 0-35% Shares
SVS Brown Shipley Cautious -0.33 0.30 5.13 7.52 6.17 IA Mixed Investment 0-35% Shares
Liontrust MA Explorer 35 -0.64 0.40 5.08 0.97 -4.08 IA Mixed Investment 0-35% Shares
IFSL Equilibrium Defensive Portfolio -0.49 0.89 5.00 3.91 - IA Mixed Investment 0-35% Shares
MGTS IBOSS 1 -0.46 0.79 4.97 8.99 12.64 IA Mixed Investment 0-35% Shares
Sarasin IE Multi Asset - Defensive (GBP) -0.67 0.29 4.97 4.02 3.88 IA Mixed Investment 0-35% Shares
VT PortfolioMetrix GBP Core Cautious -0.27 0.59 4.94 12.28 - IA Mixed Investment 0-35% Shares
Vanguard LifeStrategy 20% Equity -0.74 -0.31 4.90 3.26 0.33 IA Mixed Investment 0-35% Shares
VT Brompton Cautious -0.31 0.74 4.86 7.86 16.79 IA Mixed Investment 0-35% Shares
VT Astute Conservative -0.63 -0.47 4.85 8.91 - IA Mixed Investment 0-35% Shares
Fidelity Multi Asset Income -0.46 1.03 4.84 1.59 5.15 IA Mixed Investment 0-35% Shares
CT Managed Bond Focused -0.71 -0.48 4.75 5.39 5.63 IA Mixed Investment 0-35% Shares
EF New Horizon Income -1.03 -0.16 4.70 7.64 12.65 IA Mixed Investment 0-35% Shares
VT Greystone Conservative Managed -0.37 0.97 4.67 8.92 9.63 IA Mixed Investment 0-35% Shares
Fidelity Sustainable Multi Asset Conservative -0.57 -0.03 4.64 4.72 - IA Mixed Investment 0-35% Shares
EF New Horizon Cautious -0.79 0.29 4.58 7.86 9.95 IA Mixed Investment 0-35% Shares
VT Freedom Defensive -0.09 0.38 4.57 12.16 - IA Mixed Investment 0-35% Shares
BlackRock Market Advantage -1.11 -1.14 4.28 5.78 12.37 IA Mixed Investment 0-35% Shares
EF Brompton Global Conservative -0.14 0.99 4.28 7.05 14.16 IA Mixed Investment 0-35% Shares
Vanguard LifeStrategy 20% Equity UCITS ETF 0.54 0.34 4.23 3.72 - IA Mixed Investment 0-35% Shares
Vanguard LifeStrategy 20% Equity UCITS ETF 0.54 0.35 4.23 3.72 - IA Mixed Investment 0-35% Shares
VT Esprit Careful Growth -0.48 -0.04 4.21 8.14 13.75 IA Mixed Investment 0-35% Shares
WAY Global Cautious Portfolio -0.30 0.66 4.13 8.33 15.26 IA Mixed Investment 0-35% Shares
Premier Miton Defensive Multi Asset -0.05 1.73 4.09 8.42 14.65 IA Mixed Investment 0-35% Shares
SVS Brooks Macdonald Blueprint Defensive Income -0.53 0.80 4.01 6.88 11.30 IA Mixed Investment 0-35% Shares
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