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
Royal London Sustainable World Trust 7.20 13.59 11.73 44.00 95.23 IA Mixed Investment 40-85% Shares
Climate Assets 5.51 9.37 9.84 24.14 59.04 IA Mixed Investment 40-85% Shares
Sarasin IE GlobalSar - Dynamic (USD) 7.45 10.88 9.70 26.80 74.58 IA Mixed Investment 40-85% Shares
Sentinel Growth Portfolio 7.92 11.85 9.46 25.75 - IA Mixed Investment 40-85% Shares
Liontrust Sustainable Future Managed 2.47 8.78 8.68 36.91 70.28 IA Mixed Investment 40-85% Shares
VT Seneca Diversified Growth -0.32 4.50 8.54 30.44 47.12 IA Mixed Investment 40-85% Shares
Vanguard Global Balanced 6.19 9.08 8.48 27.38 - IA Mixed Investment 40-85% Shares
BNY Mellon Multi-Asset Balanced 5.08 9.12 8.20 16.42 43.79 IA Mixed Investment 40-85% Shares
Close Balanced Portfolio 4.85 8.77 7.60 23.60 41.94 IA Mixed Investment 40-85% Shares
BNY Mellon Multi-Asset Global Balanced 4.30 8.40 7.19 23.36 54.46 IA Mixed Investment 40-85% Shares
Janus Henderson Inst Global Responsible Managed 4.92 9.26 6.90 26.15 55.93 IA Mixed Investment 40-85% Shares
Liontrust Sustainable Future Cautious Managed 2.12 7.36 6.86 26.07 53.77 IA Mixed Investment 40-85% Shares
Fidelity Multi Asset Allocator Growth 5.18 7.86 6.74 16.08 37.63 IA Mixed Investment 40-85% Shares
IFSL James Hambro Harrier Balanced 5.75 8.98 6.05 23.62 - IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 60% Equity 4.23 7.16 5.78 21.91 51.11 IA Mixed Investment 40-85% Shares
IFML Vitality Multi-Asset Balanced 5.04 7.80 5.69 - - IA Mixed Investment 40-85% Shares
Jupiter Merlin Balanced Portfolio 4.41 7.22 5.66 23.54 56.13 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2020 3.98 6.67 5.62 20.07 - IA Mixed Investment 40-85% Shares
AXA Framlington Managed Balanced 3.75 8.57 5.61 20.46 44.15 IA Mixed Investment 40-85% Shares
McInroy & Wood Balanced 3.84 7.87 5.51 15.86 50.98 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2025 4.07 6.96 5.51 21.96 - IA Mixed Investment 40-85% Shares
IFSL James Hambro Harrier Capital Growth 6.05 9.58 5.48 26.54 49.35 IA Mixed Investment 40-85% Shares
BNY Mellon Dynamic Total Return 4.57 7.88 5.34 14.68 - IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2030 3.94 6.92 5.23 23.33 - IA Mixed Investment 40-85% Shares
Sarasin IE GlobalSar - Dynamic (GBP) 3.58 5.93 5.06 19.24 41.70 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2035 3.83 6.89 4.95 24.46 - IA Mixed Investment 40-85% Shares
Barclays Multi-Impact Growth 3.85 6.24 4.83 - - IA Mixed Investment 40-85% Shares
Fidelity Multi Asset Income & Growth 2.39 4.43 4.66 11.90 33.79 IA Mixed Investment 40-85% Shares
VT AJ Bell Passive Balanced 3.74 6.46 4.65 - - IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2040 3.71 6.84 4.62 25.61 - IA Mixed Investment 40-85% Shares
Vanguard LifeStrategy 80% Equity 3.69 6.89 4.53 26.81 60.86 IA Mixed Investment 40-85% Shares
Barclays Wealth Global Markets 4 3.49 5.82 4.51 26.21 37.62 IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2055 3.62 6.81 4.51 26.33 - IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2065 3.62 6.80 4.48 - - IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2060 3.62 6.79 4.48 - - IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2045 3.61 6.79 4.44 26.19 - IA Mixed Investment 40-85% Shares
Vanguard Target Retirement 2050 3.61 6.80 4.43 26.23 - IA Mixed Investment 40-85% Shares
Lazard Managed Balanced 3.75 7.79 4.41 23.77 50.38 IA Mixed Investment 40-85% Shares
BlackRock NURS II Consensus 70 3.36 6.05 4.29 15.85 40.40 IA Mixed Investment 40-85% Shares
Carvetian Andromeda Growth 5.68 7.81 4.22 23.13 45.00 IA Mixed Investment 40-85% Shares
McInroy & Wood Income 3.02 6.01 4.17 7.50 30.33 IA Mixed Investment 40-85% Shares
Neptune Balanced 5.09 8.26 3.97 31.63 50.60 IA Mixed Investment 40-85% Shares
Zurich Horizon Multi-Asset III 3.41 7.68 3.93 23.03 54.00 IA Mixed Investment 40-85% Shares
IFSL James Hambro Rires 4.62 8.00 3.79 26.26 50.94 IA Mixed Investment 40-85% Shares
IFSL James Hambro Barnham Broom 4.90 7.77 3.71 25.05 50.09 IA Mixed Investment 40-85% Shares
VT AJ Bell Passive Moderately Adventurous 3.31 6.08 3.68 - - IA Mixed Investment 40-85% Shares
Aberdeen Standard Capital Balanced Bridge 3.83 6.81 3.66 16.29 40.83 IA Mixed Investment 40-85% Shares
ASI Multi Asset 1.13 5.52 3.60 21.08 38.16 IA Mixed Investment 40-85% Shares
Baillie Gifford Managed 3.28 7.60 3.57 31.81 63.82 IA Mixed Investment 40-85% Shares
Marlborough Extra Income 1.75 7.37 3.53 17.27 36.16 IA Mixed Investment 40-85% Shares
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