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 -1.44 1.27 3.76 -2.01 30.18 37.03 242.41
7IM AAP Balanced -0.80 0.93 2.92 -1.07 17.92 23.64 1,440.09
7IM AAP Income -0.46 0.85 2.77 1.05 17.10 20.17 83.29
7IM AAP Moderately Adventurous -1.19 1.05 3.38 -1.55 26.13 32.25 633.21
7IM AAP Moderately Cautious -0.26 0.90 2.54 -0.68 8.63 14.52 615.35
7IM Absolute Return Portfolio 0.44 0.48 0.03 -1.88 6.04 11.80 53.00
7IM Adventurous -1.56 1.16 3.11 -3.88 28.28 35.35 170.40
7IM Balanced -0.97 1.12 2.50 -2.21 17.10 20.79 663.19
7IM Cautious 0.06 0.84 2.56 0.92 9.63 - 40.69
7IM Dynamic Planner Portfolio 4 0.44 2.79 5.18 3.51 - - 1.07
7IM Dynamic Planner Portfolio 5 -0.25 2.75 5.38 2.68 - - 1.29
7IM Dynamic Planner Portfolio 6 -1.01 2.54 5.15 1.41 - - 1.68
7IM Emerging Markets Equity Value -8.06 -3.71 -0.59 -13.29 30.69 - 81.91
7IM European (ex UK) Equity Value -3.04 1.14 2.34 -4.00 42.39 - 137.44
7IM Income Portfolio -0.61 1.14 1.60 -0.51 16.11 21.42 25.72
7IM Moderately Adventurous -1.43 1.14 2.89 -3.12 24.34 29.09 397.40
7IM Moderately Cautious -0.33 1.08 2.39 -1.32 8.58 12.90 250.84
7IM Personal Injury 0.03 0.90 2.73 1.18 10.66 15.82 210.22
7IM Real Return -0.10 0.51 0.96 -0.04 16.67 23.40 70.45
7IM Sustainable Balance -0.14 1.90 3.64 2.78 20.82 32.45 94.01
7IM UK Equity Value -1.45 1.81 5.27 -3.40 31.81 - 244.33
7IM US Equity Value -1.07 0.72 1.89 4.31 50.92 - 167.40
AB American Growth Portfolio 0.90 5.76 14.70 18.21 85.79 165.65 3,230.08
AB Asia Ex Japan Equity Portfolio -8.13 -1.97 3.03 -10.80 51.92 57.06 413.12
AB Concentrated Global Equity Portfolio -0.73 6.83 13.45 2.51 49.79 59.73 253.86
AB Concentrated US Equity Portfolio 1.36 8.38 16.96 21.53 91.51 151.01 757.02
AB Emerging Markets Growth Portfolio -7.22 1.40 11.97 -13.30 41.60 41.79 925.29
AB Emerging Markets Multi Asset Portfolio -4.78 -1.23 5.31 -2.59 35.15 50.21 1,978.63
AB Euro High Yield Portfolio -0.13 2.44 1.85 -2.89 14.98 2.71 539.79
AB European Equity Portfolio -2.23 2.22 6.47 -6.43 40.56 49.27 611.28
AB Eurozone Equity Portfolio -1.10 3.67 6.47 -5.89 51.26 58.10 1,238.22
AB Financial Credit Portfolio 0.07 3.99 6.43 3.57 - - 117.91
AB Global Core Equity Portfolio -1.43 2.19 9.36 8.64 61.93 - 1,693.42
AB Global Equity Income Portfolio -3.92 -2.11 1.79 -6.27 18.38 12.92 5.52
AB Global Income Portfolio 2.94 5.37 7.54 12.54 - - 124.97
AB Global Plus Fixed Income Portfolio 3.25 3.13 6.35 12.83 25.30 56.43 1,045.81
AB Japan Strategic Value Portfolio 0.08 -2.21 -4.50 -14.35 34.86 61.15 19,567.99
AB Low Volatility Equity Portfolio 2.82 5.66 9.83 11.70 52.95 100.56 2,746.73
AB RMB Income Plus Portfolio -0.33 1.08 4.69 3.12 22.17 48.33 1,457.56
AB Select Absolute Alpha Portfolio 2.28 3.85 4.55 9.56 37.80 63.90 1,096.08
AB Select US Equity Portfolio 1.19 6.46 8.66 11.51 63.53 112.20 3,848.45
AB Short Duration High Yield Portfolio 2.11 4.54 5.99 11.54 30.51 54.82 960.15
AB SICAV I - Emerging Markets Low Volatility Equity Portfolio -4.02 -2.10 0.78 -7.17 - - 1,646.14
AB SICAV I - Global Dynamic Bond Portfolio 0.19 1.13 2.28 1.64 4.60 - 723.33
AB SICAV I - Sustainable Global Thematic Portfolio -0.16 6.82 13.11 7.11 66.13 95.36 745.23
AB SICAV I Alternative Risk Premia Portfolio 2.97 1.38 1.66 4.30 - - 218.53
Aberdeen Asia Pacific & Japan Equity -2.69 1.49 6.87 -1.22 46.35 50.51 116.68
Aberdeen Asia Pacific Equity Enhanced Index -5.60 -1.04 3.86 -4.23 55.88 - 177.00
Aberdeen Asia Pacific Equity -4.14 1.97 7.62 0.17 51.98 46.57 722.17
Aberdeen Corporate Bond 1.18 3.13 5.28 4.33 14.25 24.46 1,294.33
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