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
Heptagon Driehaus US Micro Cap Equity 7.07 14.45 63.49 99.55 74.52 IA North American Smaller Companies
Neuberger US Small Cap Intrinsic Value 4.97 12.93 43.71 51.35 51.98 IA North American Smaller Companies
CT US Smaller Companies 10.35 14.90 41.31 69.98 86.46 IA North American Smaller Companies
FI Institutional US Small Cap Core Equity Selection 7.78 19.60 41.27 35.85 25.28 IA North American Smaller Companies
FTGF Royce US Small Cap Opportunity 5.45 15.91 40.86 54.24 63.78 IA North American Smaller Companies
FI Institutional US Small Cap Core Equity Selection 7.57 19.11 40.09 32.45 20.08 IA North American Smaller Companies
GS Goldman Sachs US Small Cap CORE® Equity Portfolio 8.53 13.54 40.06 66.84 75.43 IA North American Smaller Companies
Artemis US Smaller Companies 4.65 8.78 37.50 72.21 47.03 IA North American Smaller Companies
FTF Royce US Smaller Companies 8.47 13.96 35.51 36.12 60.27 IA North American Smaller Companies
Xtrackers Russell 2000 UCITS ETF 7.10 12.58 33.71 47.80 43.74 IA North American Smaller Companies
State Street SPDR Russell 2000 US Small Cap UCITS ETF 6.72 12.23 33.42 47.63 43.61 IA North American Smaller Companies
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF 8.24 14.27 33.10 53.68 80.31 IA North American Smaller Companies
Sicav-Alger Small Cap Focus 17.46 11.24 32.52 39.65 - IA North American Smaller Companies
iShares S&P SmallCap 600 UCITS ETF 7.92 15.49 32.35 39.10 45.93 IA North American Smaller Companies
GS US Small Cap Equity Portfolio 11.89 14.23 31.69 46.31 60.03 IA North American Smaller Companies
iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF 6.75 11.50 29.30 41.12 45.95 IA North American Smaller Companies
Schroder US Smaller Companies 7.39 10.78 28.56 35.23 41.71 IA North American Smaller Companies
JPM JPM US Small Cap Growth 7.82 10.16 27.22 31.98 5.57 IA North American Smaller Companies
New Capital US Small Cap Growth 6.54 10.10 26.89 61.03 48.12 IA North American Smaller Companies
abrdn SICAV I - North American Smaller Companies 10.42 15.87 26.10 40.26 37.94 IA North American Smaller Companies
New Capital US Small Cap Growth 6.37 9.75 26.08 57.93 43.38 IA North American Smaller Companies
Brown Advisory US Small Cap Blend 9.43 14.62 25.14 32.42 37.18 IA North American Smaller Companies
Sicav-Alger Small Cap Focus 12.85 4.75 23.34 28.65 -34.92 IA North American Smaller Companies
CT American Smaller Companies (US) 5.11 2.78 21.51 28.65 39.19 IA North American Smaller Companies
AB US Small & Mid Cap Portfolio 8.26 13.63 21.49 32.89 45.67 IA North American Smaller Companies
Barclays GlobalAccess US Small & Mid Equity 6.91 10.71 21.38 46.65 43.37 IA North American Smaller Companies
AB US Small & Mid Cap Portfolio 8.55 14.26 21.23 33.45 - IA North American Smaller Companies
Brown Advisory US Smaller Companies 10.54 11.99 19.72 21.67 13.09 IA North American Smaller Companies
T. Rowe Price US Smaller Companies Equity Fund 6.44 7.44 19.28 31.76 35.36 IA North American Smaller Companies
Premier Miton US Smaller Companies 10.27 9.51 18.38 26.67 -11.55 IA North American Smaller Companies
T. Rowe Price US Smaller Companies Equity 5.27 6.65 18.25 30.63 33.48 IA North American Smaller Companies
Federated Hermes US SMID Equity 2.01 4.10 12.17 20.41 36.05 IA North American Smaller Companies
Neuberger US Small Cap 4.96 6.36 10.49 12.17 19.37 IA North American Smaller Companies