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
Liontrust Balanced 7.66 15.24 20.33 20.22 54.15 IA Mixed Investment 40-85% Shares
Royal London Sustainable World Trust 6.76 15.60 18.87 24.30 69.87 IA Mixed Investment 40-85% Shares
Waverton Multi-Asset Growth 8.46 14.71 18.49 25.18 - IA Mixed Investment 40-85% Shares
Royal London Sustainable Growth 6.22 15.06 18.04 - - IA Mixed Investment 40-85% Shares
BlackRock ACS Lifepath 2040-2042 5.79 13.28 17.96 17.34 45.54 IA Mixed Investment 40-85% Shares
GS Global Multi-Asset Growth Portfolio 6.86 14.96 17.83 17.02 41.08 IA Mixed Investment 40-85% Shares
HL Growth 6.84 12.37 17.24 - - IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity UCITS ETF 6.32 12.60 17.21 22.45 - IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity UCITS ETF 6.32 12.60 17.21 22.45 - IA Mixed Investment 40-85% Shares
WS Waverton Portfolio 6.75 13.43 17.20 25.07 54.02 IA Mixed Investment 40-85% Shares
MGTS Sentinel Growth 8.15 14.46 17.09 19.44 51.39 IA Mixed Investment 40-85% Shares
Nedgroup Global Flexible 5.75 8.23 16.78 25.52 56.48 IA Mixed Investment 40-85% Shares
Premier Miton Multi-Asset Growth & Income 6.37 10.91 16.69 7.66 20.72 IA Mixed Investment 40-85% Shares
FP Russell Investments Multi Asset Growth V 6.83 10.98 16.55 21.40 43.41 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2060 6.00 12.17 16.42 20.89 47.80 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2065 5.99 12.16 16.39 20.79 47.80 IA Mixed Investment 40-85% Shares
BlackRock ACS Lifepath 2037-2039 5.21 12.56 16.30 14.12 40.39 IA Mixed Investment 40-85% Shares
Orbis Global Balanced 6.30 11.53 16.29 37.60 63.75 IA Mixed Investment 40-85% Shares
IFSL Signia Growth 6.21 12.68 15.98 9.75 32.44 IA Mixed Investment 40-85% Shares
Invesco Global Balanced Index (UK) 7.15 11.16 15.85 30.40 37.66 IA Mixed Investment 40-85% Shares
Barclays Wealth Wealth Global Markets 4 5.31 10.96 15.83 18.98 45.94 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2055 5.46 11.59 15.82 20.18 46.93 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2050 5.45 11.60 15.81 20.20 47.03 IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity 5.43 11.64 15.72 19.78 46.56 IA Mixed Investment 40-85% Shares
Royal London GMAP Adventurous 6.01 9.80 15.71 24.96 38.14 IA Mixed Investment 40-85% Shares
WS Sequel World Equity 7.41 10.41 15.58 - - IA Mixed Investment 40-85% Shares
Coutts Managed Ambitious 5.67 11.77 15.56 16.97 37.54 IA Mixed Investment 40-85% Shares
WS Waverton Charity Growth & Income 5.51 12.14 15.55 22.00 - IA Mixed Investment 40-85% Shares
Sarasin Global Equity Real Return 5.94 13.52 15.52 5.61 34.16 IA Mixed Investment 40-85% Shares
Man Balanced Managed 5.53 10.70 15.48 24.11 36.13 IA Mixed Investment 40-85% Shares
Liontrust Sustainable Future Managed 4.82 16.00 15.48 7.47 45.79 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2045 5.16 11.34 15.25 19.23 45.70 IA Mixed Investment 40-85% Shares
Schroder Global Multi-Asset Adventurous Portfolio 6.05 11.14 15.22 19.11 36.11 IA Mixed Investment 40-85% Shares
Liontrust MA Explorer 85 5.83 10.87 15.10 16.70 41.89 IA Mixed Investment 40-85% Shares
SVS Brown Shipley Growth 6.16 12.75 14.97 7.73 35.57 IA Mixed Investment 40-85% Shares
BlackRock ACS Lifepath 2034-2036 4.71 11.93 14.95 11.35 35.41 IA Mixed Investment 40-85% Shares
FP Russell Investments Multi Asset Growth IV 5.58 10.43 14.60 15.36 34.25 IA Mixed Investment 40-85% Shares
VT Sinfonia Adventurous Growth Portfolio 5.89 10.10 14.54 20.94 35.84 IA Mixed Investment 40-85% Shares
Scottish Friendly Managed Growth 5.05 9.45 14.45 22.91 46.35 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2040 4.71 10.95 14.33 16.96 41.80 IA Mixed Investment 40-85% Shares
Credo Dynamic 2.75 9.84 14.27 17.76 47.31 IA Mixed Investment 40-85% Shares
VT Tatton Blended Active 5.59 10.17 14.17 20.37 40.11 IA Mixed Investment 40-85% Shares
AXA Framlington Global Sustainable Managed Fund 4.89 12.99 14.17 11.50 36.32 IA Mixed Investment 40-85% Shares
VT Tatton Oak Capital Growth 5.41 10.00 14.14 18.79 37.26 IA Mixed Investment 40-85% Shares
Janus Henderson Global Responsible Managed 5.13 13.48 14.11 17.28 55.55 IA Mixed Investment 40-85% Shares
AB Sustainable All Market Portfolio 4.04 12.73 13.98 8.95 - IA Mixed Investment 40-85% Shares
MGTS Wealth Solutions Balanced 5.29 11.82 13.88 15.89 - IA Mixed Investment 40-85% Shares
Royal London GMAP Growth 5.04 9.08 13.84 19.81 31.28 IA Mixed Investment 40-85% Shares
Schroder Blended Portfolio 7 5.70 9.67 13.77 17.97 - IA Mixed Investment 40-85% Shares
BlackRock ACS Lifepath 2031-2033 4.19 11.25 13.72 8.91 30.99 IA Mixed Investment 40-85% Shares
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