Research Centre

Fund Performance

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Fund Name 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg % Fund Size (£m) Crown Rating
7IM AAP Adventurous 0.68 1.42 4.56 3.34 19.54 36.27 232.28
7IM AAP Balanced 0.27 1.20 3.90 3.50 11.64 23.52 1,333.98
7IM AAP Income 0.12 0.68 3.86 5.07 10.72 20.97 80.74
7IM AAP Moderately Adventurous 0.42 1.57 4.37 3.63 17.41 31.84 616.41
7IM AAP Moderately Cautious -0.09 1.13 3.66 3.35 6.31 15.51 576.93
7IM Absolute Return Portfolio -0.13 -0.47 0.69 0.42 3.92 10.61 53.73
7IM Adventurous 1.43 1.41 3.12 0.42 16.19 31.32 161.27
7IM Balanced 0.72 1.33 3.27 2.02 10.17 20.47 624.38
7IM Cautious 0.05 1.52 4.32 5.00 8.09 - 41.70
7IM Emerging Markets Equity Value 1.57 -3.28 -1.20 -0.21 3.37 - 8.81
7IM European (ex UK) Equity Value 2.67 1.53 5.57 2.93 34.90 - 136.04
7IM Income Portfolio 0.25 1.26 3.27 2.62 10.28 23.33 25.30
7IM Moderately Adventurous 1.07 1.65 3.41 1.56 14.82 27.97 369.47
7IM Moderately Cautious 0.25 1.09 3.20 2.60 5.39 13.61 241.62
7IM Personal Injury -0.04 1.40 4.02 4.95 8.58 17.50 208.40
7IM Real Return 0.63 0.79 2.32 1.32 8.17 20.03 73.19
7IM Select Adventurous 0.49 - - - - - 5.40
7IM Select Balanced -0.06 - - - - - 88.51
7IM Select Moderately Adventurous 0.47 - - - - - 42.07
7IM Select Moderately Cautious -0.26 - - - - - 15.59
7IM Sustainable Balance 0.56 2.48 6.27 5.97 16.54 34.18 103.28
7IM UK Equity Value 1.70 -0.61 -0.06 -0.65 16.72 - 246.89
7IM US Equity Value -0.88 3.94 7.45 3.10 39.36 - 7.52
AB Asia Ex Japan Equity Portfolio 1.76 -1.53 -0.74 1.95 18.50 48.39 335.71
AB Concentrated Global Equity Portfolio 2.53 0.27 7.35 5.97 46.00 51.99 316.48
AB Concentrated US Equity Portfolio -1.28 2.44 15.19 19.75 71.54 138.13 975.98
AB Euro High Yield Portfolio -2.17 0.84 7.06 3.42 15.44 34.63 558.42
AB European Equity Portfolio 3.99 2.27 5.84 -1.96 29.64 57.26 632.25
AB Eurozone Equity Portfolio 2.99 2.62 7.25 -1.19 37.18 72.75 1,372.14
AB Financial Credit Portfolio 2.33 2.52 7.97 9.80 - - 126.78
AB Global Core Equity Portfolio 0.80 1.96 9.63 11.14 45.56 87.24 1,880.40
AB Global Equity Income Portfolio 5.06 0.50 -0.39 -4.44 16.27 13.14 5.06
AB Low Volatility Equity Portfolio -0.60 2.91 12.92 11.78 41.89 99.45 2,841.97
AB RMB Income Plus Portfolio -2.94 -0.46 2.31 8.32 10.20 39.98 1,277.50
AB Select US Equity Portfolio 0.86 3.41 13.07 8.98 50.45 101.72 4,398.32
AB SICAV I - Emerging Markets Low Volatility Equity Portfolio -1.10 1.43 5.55 5.28 - - 1,586.26
AB SICAV I - Global Dynamic Bond Portfolio 0.00 0.55 2.11 3.60 4.25 9.18 768.65
AB SICAV I - Sustainable Global Thematic Portfolio -1.52 1.07 10.16 10.74 46.59 90.86 790.39
Aberdeen Standard Capital Acer 0.17 3.99 10.04 8.70 20.76 42.90 17.11
Aberdeen Standard Capital Balanced Bridge 0.35 3.33 7.70 8.09 20.48 41.65 761.50
Aberdeen Standard Capital Bridge 0.20 3.95 10.13 8.83 20.64 45.72 456.40
Aberdeen Standard Capital Falcon 0.04 4.33 11.89 8.86 23.92 48.65 157.20
Aberdeen Standard Capital Phoenix -0.25 2.18 5.73 6.95 15.87 32.44 152.20
Aberdeen Standard SICAV I Asia Pacific Equity -0.80 -0.80 6.34 11.80 29.82 44.76 2,302.17
Aberdeen Standard SICAV I Asian Smaller Companies -1.16 2.08 6.76 10.31 18.53 24.83 1,013.27
Aberdeen Standard SICAV I Chinese Equity -1.46 0.76 5.56 14.97 37.94 59.43 567.05
Aberdeen Standard SICAV I Diversified Growth 1.22 0.68 1.19 -0.32 - - 353.12
Aberdeen Standard SICAV I Emerging Markets Equity 0.02 -0.58 5.35 13.69 17.65 35.46 2,214.50
Aberdeen Standard SICAV I Emerging Markets Smaller Companies 0.61 3.00 2.92 11.56 5.89 21.38 294.77
Aberdeen Standard SICAV I European Equity Ex UK -1.99 1.35 11.88 9.05 44.35 67.00 100.86
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