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
Carmignac Portfolio Emerging Patrimoine 13.87 6.14 13.03 9.65 51.56 IA Mixed Investment 20-60% Shares
FP Carmignac Emerging Patrimoine 11.45 1.44 11.46 - - IA Mixed Investment 20-60% Shares
Royal London Sustainable Diversified Trust 10.69 4.48 10.94 31.83 62.86 IA Mixed Investment 20-60% Shares
Sarasin IE GlobalSar - Strategic (USD) 8.71 7.44 9.67 24.29 62.25 IA Mixed Investment 20-60% Shares
LF Ruffer Total Return 4.43 5.61 8.53 9.16 18.45 IA Mixed Investment 20-60% Shares
Sarasin GlobalSar - Strategic 7.34 3.24 7.29 17.09 36.35 IA Mixed Investment 20-60% Shares
Carmignac Portfolio Patrimoine 7.91 2.35 7.20 3.96 5.56 IA Mixed Investment 20-60% Shares
Sarasin IE Multi Asset Target Return 7.95 2.94 6.99 15.92 35.03 IA Mixed Investment 20-60% Shares
Liontrust Sustainable Future Defensive Managed 8.19 1.55 6.11 22.05 44.76 IA Mixed Investment 20-60% Shares
EF Tellsons Endeavour 6.56 -0.03 6.10 13.08 24.18 IA Mixed Investment 20-60% Shares
FP Carmignac Patrimoine 7.56 0.56 5.53 - - IA Mixed Investment 20-60% Shares
Embark Horizon Multi-Asset I 5.19 1.13 5.18 15.05 33.96 IA Mixed Investment 20-60% Shares
Vanguard LifeStrategy 40% Equity 6.35 0.95 4.39 16.54 37.85 IA Mixed Investment 20-60% Shares
Aberdeen Standard Capital Phoenix 6.92 0.59 4.36 14.68 31.14 IA Mixed Investment 20-60% Shares
7IM Sustainable Balance 7.61 0.32 4.07 12.84 28.72 IA Mixed Investment 20-60% Shares
NFM Vitality Multi-Asset Moderate 9.43 0.84 4.02 - - IA Mixed Investment 20-60% Shares
SVS Brown Shipley Income 10.38 -0.24 3.84 11.25 22.85 IA Mixed Investment 20-60% Shares
Pimco GIS Global Core Asset Allocation 10.77 2.23 3.81 19.87 52.90 IA Mixed Investment 20-60% Shares
Sarasin IE GlobalSar - Strategic (EUR) 11.42 4.59 3.78 11.87 47.30 IA Mixed Investment 20-60% Shares
Fidelity Multi Asset Allocator Strategic 7.20 0.71 3.71 13.58 28.62 IA Mixed Investment 20-60% Shares
Waverton Multi-Asset Income 7.41 0.40 3.58 13.30 32.18 IA Mixed Investment 20-60% Shares
EF Brompton Global Balanced 11.71 -0.98 3.35 10.53 31.96 IA Mixed Investment 20-60% Shares
Barclays Wealth Global Markets 3 9.30 -0.12 3.34 15.90 34.49 IA Mixed Investment 20-60% Shares
Barclays Wealth Global Markets 2 6.93 0.68 3.21 12.37 25.30 IA Mixed Investment 20-60% Shares
IFSL Sanlam Cautious 7.47 -0.82 3.11 - - IA Mixed Investment 20-60% Shares
DMS Verbatim Multi-Index Portfolio 3 5.78 0.14 3.10 10.36 25.44 IA Mixed Investment 20-60% Shares
Threadneedle Managed Equity & Bond 8.20 -0.86 2.97 11.24 31.40 IA Mixed Investment 20-60% Shares
Vanguard Target Retirement 2015 5.60 0.13 2.95 13.98 - IA Mixed Investment 20-60% Shares
IFSL Ravenscroft Huntress Balanced 9.25 1.14 2.84 15.70 39.76 IA Mixed Investment 20-60% Shares
Embark Horizon Multi-Asset II 6.76 -1.46 2.76 15.64 38.18 IA Mixed Investment 20-60% Shares
VT AJ Bell Moderately Cautious 6.09 -1.02 2.60 13.05 - IA Mixed Investment 20-60% Shares
AXA Global Distribution 9.50 0.12 2.42 16.13 47.74 IA Mixed Investment 20-60% Shares
DMS Verbatim Multi-Index Portfolio 4 6.98 -1.41 2.29 11.03 30.59 IA Mixed Investment 20-60% Shares
GS Global Multi-Asset Balanced Portfolio 8.54 -1.30 2.27 9.68 27.99 IA Mixed Investment 20-60% Shares
VT Tatton Blended Defensive 5.60 -1.51 2.27 2.75 12.60 IA Mixed Investment 20-60% Shares
MI Charles Stanley Multi Asset Cautious 5.87 0.37 1.82 6.19 - IA Mixed Investment 20-60% Shares
WAY MA Cautious Portfolio 10.26 -1.25 1.80 5.64 20.52 IA Mixed Investment 20-60% Shares
WAY Global Balanced Portfolio 10.05 -1.23 1.80 7.66 25.22 IA Mixed Investment 20-60% Shares
LF Canlife Portfolio IV 7.56 -1.08 1.66 9.93 26.03 IA Mixed Investment 20-60% Shares
Mazarin Cautious 11.18 -2.59 1.60 - - IA Mixed Investment 20-60% Shares
Schroder Fusion Portfolio 4 F 7.27 -1.41 1.58 7.02 - IA Mixed Investment 20-60% Shares
IFSL Avellemy 4 6.44 -1.51 1.46 - - IA Mixed Investment 20-60% Shares
Architas MA Active Intermediate Income 9.04 -1.71 1.34 9.04 30.10 IA Mixed Investment 20-60% Shares
7IM Balanced 9.43 -0.61 1.32 5.33 14.27 IA Mixed Investment 20-60% Shares
RBS Managed Defensive 5.23 -2.16 1.17 5.62 18.67 IA Mixed Investment 20-60% Shares
Wellington Dynamic Diversified Income 8.20 1.75 1.12 13.98 - IA Mixed Investment 20-60% Shares
LF Miton Cautious Multi Asset 9.39 -2.16 1.10 4.73 23.04 IA Mixed Investment 20-60% Shares
Courtiers Total Return Cautious Risk 5.58 -3.89 1.07 6.56 20.63 IA Mixed Investment 20-60% Shares
VT Tatton Blended Cautious 7.70 -2.21 1.03 - - IA Mixed Investment 20-60% Shares
Aviva Inv Multimanager 20-60% Shares 7.74 -2.98 0.90 7.59 23.72 IA Mixed Investment 20-60% Shares
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