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
Baillie Gifford Managed 9.30 18.16 33.20 59.32 135.27 IA Mixed Investment 40-85% Shares
Liontrust Sustainable Future Managed 7.45 11.71 18.53 48.58 109.96 IA Mixed Investment 40-85% Shares
Royal London Sustainable World Trust 1.18 5.75 15.99 49.35 119.93 IA Mixed Investment 40-85% Shares
Janus Henderson Inst Global Responsible Managed 8.03 12.14 15.24 39.32 84.91 IA Mixed Investment 40-85% Shares
Liontrust Balanced 1.43 6.31 13.41 32.72 87.21 IA Mixed Investment 40-85% Shares
Premier Miton Diversified Growth 11.28 17.89 13.32 26.78 85.86 IA Mixed Investment 40-85% Shares
SVS Brown Shipley Growth 9.78 13.17 12.94 26.39 68.32 IA Mixed Investment 40-85% Shares
Barclays Multi-Impact Growth 5.61 9.39 12.85 26.51 - IA Mixed Investment 40-85% Shares
Premier Miton Balanced Multi Asset 7.01 13.45 12.81 - - IA Mixed Investment 40-85% Shares
New Capital Global Balanced 4.94 8.11 12.41 - - IA Mixed Investment 40-85% Shares
Sentinel Growth Portfolio 6.31 8.75 12.00 32.39 67.43 IA Mixed Investment 40-85% Shares
VT Dromore Investment 9.08 12.02 11.64 - - IA Mixed Investment 40-85% Shares
IFSL Beaufort Multi Asset Blend Growth 10.33 13.25 11.18 - - IA Mixed Investment 40-85% Shares
Liontrust Sustainable Future Cautious Managed 6.18 9.12 11.02 30.79 72.67 IA Mixed Investment 40-85% Shares
TB New Sarum Real Return 10.01 15.99 10.70 20.18 65.83 IA Mixed Investment 40-85% Shares
BlackRock Balanced Growth Portfolio 7.39 10.33 10.67 26.59 69.57 IA Mixed Investment 40-85% Shares
McInroy & Wood Balanced 4.40 6.22 10.21 23.83 60.68 IA Mixed Investment 40-85% Shares
Sarasin Fund of Funds - Global Diversified Growth 6.36 9.77 10.13 20.04 61.18 IA Mixed Investment 40-85% Shares
MI Charles Stanley Multi Asset Growth 7.42 11.98 9.99 18.97 53.02 IA Mixed Investment 40-85% Shares
BlackRock BCIF Balanced Managed 8.32 11.95 9.95 23.87 66.99 IA Mixed Investment 40-85% Shares
Sarasin IE GlobalSar - Dynamic (GBP) 5.34 7.77 9.80 22.38 66.11 IA Mixed Investment 40-85% Shares
Premier Miton Diversified Balanced Growth 9.36 14.18 9.75 - - IA Mixed Investment 40-85% Shares
VT Cantab Balanced 8.12 13.98 9.74 - - IA Mixed Investment 40-85% Shares
SVS Brown Shipley Balanced 8.41 10.89 9.69 21.55 54.98 IA Mixed Investment 40-85% Shares
Scottish Friendly Managed Growth 8.92 14.43 9.59 7.63 38.03 IA Mixed Investment 40-85% Shares
DMS Stirling House Growth 5.12 7.30 9.32 21.09 59.14 IA Mixed Investment 40-85% Shares
Sarasin Global Equity Real Return 5.18 8.45 9.31 29.63 81.23 IA Mixed Investment 40-85% Shares
VT PPM Global Dynamic 7.88 10.91 9.26 - - IA Mixed Investment 40-85% Shares
Brooks Macdonald Balanced 8.33 12.14 9.18 19.95 55.27 IA Mixed Investment 40-85% Shares
EF Brompton Global Growth 7.83 11.89 9.08 16.53 55.93 IA Mixed Investment 40-85% Shares
VT Cantab Moderate 7.02 12.30 9.07 - - IA Mixed Investment 40-85% Shares
Mazarin Balanced 7.01 12.04 9.05 - - IA Mixed Investment 40-85% Shares
WAY Global Growth Portfolio 7.46 11.98 8.94 13.57 59.36 IA Mixed Investment 40-85% Shares
TB Opie Street Growth 10.04 14.33 8.70 - - IA Mixed Investment 40-85% Shares
LF Waverton Charity Growth & Income 4.87 6.53 8.54 - - IA Mixed Investment 40-85% Shares
VT Smartfund Growth Strategy 8.80 11.92 8.53 16.47 48.63 IA Mixed Investment 40-85% Shares
7IM Moderately Adventurous 9.34 11.85 8.37 11.27 48.87 IA Mixed Investment 40-85% Shares
Barclays Wealth Wealth Global Markets 4 6.90 9.06 8.33 21.71 75.13 IA Mixed Investment 40-85% Shares
Close Managed Balanced 6.50 10.07 8.19 19.38 56.53 IA Mixed Investment 40-85% Shares
ACUMEN Portfolio 5 7.75 14.03 8.13 15.39 57.99 IA Mixed Investment 40-85% Shares
Sarasin IE GlobalSar - Dynamic (USD) 2.08 2.69 8.07 27.15 76.22 IA Mixed Investment 40-85% Shares
Schroder Managed Balanced 9.05 13.14 8.02 16.10 59.52 IA Mixed Investment 40-85% Shares
Threadneedle Managed Equity Focused 8.29 11.07 8.01 20.25 58.48 IA Mixed Investment 40-85% Shares
GS Global Multi-Asset Growth Portfolio 8.73 12.30 7.87 15.09 64.77 IA Mixed Investment 40-85% Shares
MI Charles Stanley Multi Asset Moderate 5.32 8.25 7.82 13.11 - IA Mixed Investment 40-85% Shares
Aberdeen Standard Capital Balanced Bridge 6.75 6.41 7.81 22.03 56.97 IA Mixed Investment 40-85% Shares
L&G Real Capital Builder 2.81 7.37 7.78 14.64 - IA Mixed Investment 40-85% Shares
The Sandwood 8.46 11.99 7.63 19.60 56.61 IA Mixed Investment 40-85% Shares
Quilter Investors Cirilium Moderate Portfolio 10.24 16.02 7.62 11.79 57.09 IA Mixed Investment 40-85% Shares
ASI Global Balanced Growth 8.63 10.33 7.56 17.56 60.44 IA Mixed Investment 40-85% Shares
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