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.

Choose sector
Fund Name 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg % FE Crown Rating Sector
Sarasin IE GlobalSar - Strategic (USD) 8.43 11.73 11.12 23.01 67.36 IA Mixed Investment 20-60% Shares
JOHCM Global Income Builder 6.31 9.92 10.12 - - IA Mixed Investment 20-60% Shares
Royal London Sustainable Diversified Trust 5.47 10.11 8.79 27.18 59.46 IA Mixed Investment 20-60% Shares
Fidelity Multi Asset Allocator Strategic 5.32 7.77 7.62 12.30 33.54 IA Mixed Investment 20-60% Shares
Pimco GIS Global Multi Asset 5.28 7.21 7.31 25.20 67.66 IA Mixed Investment 20-60% Shares
Vanguard LifeStrategy 40% Equity 4.82 7.48 7.08 17.01 41.43 IA Mixed Investment 20-60% Shares
IFML Vitality Multi-Asset Moderate 5.50 8.08 6.84 - - IA Mixed Investment 20-60% Shares
Liontrust Sustainable Future Defensive Managed 2.66 7.20 6.65 22.53 47.48 IA Mixed Investment 20-60% Shares
Zurich Horizon Multi-Asset I 5.25 8.42 6.40 12.20 38.15 IA Mixed Investment 20-60% Shares
IFSL Ravenscroft Huntress Balanced 3.91 5.68 6.08 16.66 44.13 IA Mixed Investment 20-60% Shares
Sarasin IE GlobalSar - Strategic (EUR) 7.48 9.23 5.97 15.45 38.81 IA Mixed Investment 20-60% Shares
Vanguard Target Retirement 2015 3.92 6.31 5.87 17.14 - IA Mixed Investment 20-60% Shares
Kames Diversified Monthly Income 0.07 3.78 5.86 17.17 37.93 IA Mixed Investment 20-60% Shares
Sarasin GlobalSar - Strategic 4.18 6.28 5.85 16.03 35.94 IA Mixed Investment 20-60% Shares
VT Seneca Diversified Income -1.82 2.50 5.82 20.66 36.27 IA Mixed Investment 20-60% Shares
Close Conservative Portfolio 3.81 6.71 5.76 16.75 30.95 IA Mixed Investment 20-60% Shares
Sarasin IE GlobalSar - Strategic (GBP) 3.67 5.47 5.22 14.58 34.09 IA Mixed Investment 20-60% Shares
Zurich Horizon Multi-Asset II 4.26 8.04 5.18 18.77 46.88 IA Mixed Investment 20-60% Shares
VT AJ Bell Passive Moderately Cautious 4.01 6.27 5.17 - - IA Mixed Investment 20-60% Shares
AXA Global Distribution 5.80 7.73 5.17 20.18 51.14 IA Mixed Investment 20-60% Shares
Fidelity Multi Asset Open Strategic 3.78 4.97 5.05 15.18 33.30 IA Mixed Investment 20-60% Shares
EF Brunswick Diversified Portfolio 4.36 6.10 5.02 14.45 30.15 IA Mixed Investment 20-60% Shares
Fidelity Multi Asset Balanced Income 2.71 4.79 4.89 11.57 30.63 IA Mixed Investment 20-60% Shares
AXA Lifetime Distribution 2.54 6.07 4.86 - - IA Mixed Investment 20-60% Shares
Waverton Multi-Asset Income 4.98 6.69 4.82 14.48 - IA Mixed Investment 20-60% Shares
BlackRock NURS II Consensus 60 3.54 6.08 4.79 13.62 37.35 IA Mixed Investment 20-60% Shares
Barclays Wealth Global Markets 3 3.49 5.54 4.71 21.30 31.69 IA Mixed Investment 20-60% Shares
BNY Mellon Global Multi-Strategy 3.97 6.63 4.66 12.76 25.47 IA Mixed Investment 20-60% Shares
Threadneedle Managed Equity & Bond 4.09 6.72 4.57 12.60 35.79 IA Mixed Investment 20-60% Shares
Scottish Widows HIFML Diversified Return 3.39 5.43 4.55 10.28 15.61 IA Mixed Investment 20-60% Shares
Aberdeen Standard Capital Phoenix 3.28 5.67 4.54 14.66 32.22 IA Mixed Investment 20-60% Shares
Jupiter Merlin Income Portfolio 3.03 5.52 4.46 15.54 29.67 IA Mixed Investment 20-60% Shares
Barclays Wealth Global Markets 2 3.25 4.84 4.45 15.31 23.36 IA Mixed Investment 20-60% Shares
Aviva Inv Multimanager 20-60% Shares 3.59 6.28 4.28 12.84 32.76 IA Mixed Investment 20-60% Shares
Aviva Inv Distribution 2.56 5.83 4.26 9.28 29.51 IA Mixed Investment 20-60% Shares
ASI Multi Manager Cautious Managed Portfolio 3.74 6.01 4.24 15.54 30.94 IA Mixed Investment 20-60% Shares
UBS Multi Asset Income 2.24 4.27 4.21 7.62 5.66 IA Mixed Investment 20-60% Shares
GS Global Multi Asset Income Portfolio 1.76 4.79 4.18 13.20 33.20 IA Mixed Investment 20-60% Shares
L&G Mixed Investment Income 20-60% 2.54 4.27 4.15 11.02 - IA Mixed Investment 20-60% Shares
L&G Mixed Investment 20-60% 2.37 4.48 4.04 12.51 28.50 IA Mixed Investment 20-60% Shares
HC Verbatim Multi-Index Portfolio 3 2.86 4.58 3.94 9.38 27.68 IA Mixed Investment 20-60% Shares
7IM Sustainable Balance 3.48 5.17 3.92 12.53 34.77 IA Mixed Investment 20-60% Shares
Managed Defensive 4.31 5.97 3.91 9.15 25.01 IA Mixed Investment 20-60% Shares
VT Tatton Oak Cautious Growth 3.50 4.99 3.84 10.06 30.27 IA Mixed Investment 20-60% Shares
BlackRock Global Multi Asset Income 2.06 4.15 3.80 12.72 24.79 IA Mixed Investment 20-60% Shares
ASI Multi-Manager Diversity 3.63 5.28 3.79 12.41 24.83 IA Mixed Investment 20-60% Shares
Close Tactical Select Passive Conservative 3.09 5.00 3.70 12.44 35.81 IA Mixed Investment 20-60% Shares
Volare Cautious 3.07 4.96 3.67 - - IA Mixed Investment 20-60% Shares
ACUMEN Conservative Portfolio 3.33 4.95 3.51 6.89 - IA Mixed Investment 20-60% Shares
M&G Episode Income 3.80 5.61 3.24 18.51 31.53 IA Mixed Investment 20-60% Shares
Page: of 4