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 1.05 0.23 4.57 6.64 19.78 36.63 224.63
7IM AAP Balanced -0.29 -0.41 3.30 5.17 10.83 21.47 1,279.68
7IM AAP Income -0.71 -0.62 2.57 5.28 9.92 19.39 78.27
7IM AAP Moderately Adventurous 0.33 -0.21 4.11 6.14 16.22 30.74 598.32
7IM AAP Moderately Cautious -0.89 -0.80 2.61 4.27 5.76 13.16 544.88
7IM Absolute Return Portfolio -0.41 -0.94 1.03 -0.22 4.36 8.98 48.59
7IM Adventurous 1.88 1.28 3.33 4.80 15.83 32.28 157.29
7IM Balanced 0.55 0.18 2.92 4.07 8.85 19.24 609.03
7IM Cautious -1.25 -0.42 3.01 5.15 7.02 - 42.36
7IM Emerging Markets Equity Value 0.59 0.68 0.36 2.88 5.76 - 7.45
7IM European (ex UK) Equity Value 2.67 2.64 8.61 9.43 36.47 - 135.22
7IM Income Portfolio -0.56 -0.19 2.45 2.65 8.52 21.83 26.83
7IM Moderately Adventurous 1.21 0.72 3.51 4.93 13.37 27.66 362.07
7IM Moderately Cautious 0.09 -0.33 2.56 3.90 4.67 11.95 233.02
7IM Personal Injury -0.91 -0.59 2.77 4.97 7.38 15.61 200.64
7IM Real Return 0.41 0.22 1.96 2.17 6.93 19.84 78.98
7IM Select Adventurous 1.05 0.36 - - - - 7.53
7IM Select Balanced 0.02 -0.77 - - - - 92.67
7IM Select Moderately Adventurous 0.92 0.30 - - - - 44.96
7IM Select Moderately Cautious -0.22 -0.82 - - - - 23.84
7IM Sustainable Balance 0.08 0.31 4.88 7.88 17.08 31.66 105.03
7IM UK Equity Value 0.60 -1.90 -2.07 0.73 15.51 - 213.22
7IM US Equity Value 3.52 -1.24 8.01 6.63 34.30 - 4.36
AB Asia Ex Japan Equity Portfolio 3.33 3.72 3.66 8.00 21.36 50.35 300.30
AB Concentrated Global Equity Portfolio 2.68 5.03 6.15 16.85 51.28 55.33 362.32
AB Concentrated US Equity Portfolio 1.97 -1.96 9.14 21.23 62.53 124.58 904.16
AB Euro High Yield Portfolio -1.16 -6.53 2.72 3.75 11.32 30.51 579.78
AB European Equity Portfolio 3.09 3.41 8.05 9.35 28.22 63.26 633.80
AB Eurozone Equity Portfolio 1.85 1.29 8.92 10.85 34.79 81.47 1,447.15
AB Financial Credit Portfolio 1.41 4.03 7.82 12.67 - - 162.03
AB Global Core Equity Portfolio 2.92 1.93 9.08 17.09 45.09 86.45 2,000.14
AB Low Volatility Equity Portfolio 0.84 -1.05 9.83 14.08 39.97 89.45 3,331.07
AB RMB Income Plus Portfolio -0.02 -4.77 0.59 5.13 7.05 33.23 1,382.35
AB Select US Equity Portfolio 3.03 0.84 9.08 13.15 44.24 94.65 4,455.78
AB SICAV I - Emerging Markets Low Volatility Equity Portfolio 2.18 -1.00 7.09 11.94 - - 1,518.44
AB SICAV I - Global Dynamic Bond Portfolio 0.00 0.06 1.61 3.80 4.66 8.75 777.95
AB SICAV I - Sustainable Global Thematic Portfolio 1.50 -2.48 6.37 16.68 44.81 82.28 794.64
Aberdeen Asia Pacific ex Japan Tracker - - - - - - 9.94
Aberdeen Standard Capital Bridge 0.50 -1.19 5.79 11.36 20.40 41.58 456.40
Aberdeen Standard Capital Falcon 0.87 -1.49 6.90 12.59 22.46 43.55 157.20
Aberdeen Standard Capital Phoenix 0.57 -0.38 4.30 8.47 18.25 31.07 152.20
Aberdeen Standard SICAV I Asia Pacific Equity 2.03 0.62 5.60 16.45 32.09 47.29 2,361.72
Aberdeen Standard SICAV I Asian Smaller Companies 1.52 -0.79 7.28 15.45 17.53 27.34 1,036.02
Aberdeen Standard SICAV I Chinese Equity 0.61 1.02 4.29 18.70 35.52 60.13 578.42
Aberdeen Standard SICAV I Diversified Growth 2.10 3.18 3.62 2.65 - - 362.05
Aberdeen Standard SICAV I Emerging Markets Equity 1.14 -1.14 4.17 15.10 20.95 38.44 2,288.52
Aberdeen Standard SICAV I Emerging Markets Smaller Companies 0.60 -2.11 3.21 11.84 6.62 20.37 297.07
Aberdeen Standard SICAV I European Equity Ex UK 1.21 -2.87 6.76 16.01 46.39 69.17 101.40
Aberdeen Standard SICAV I Indian Equity 1.84 -2.04 8.01 14.80 30.77 60.04 1,742.48
Aberdeen Standard SICAV I Japanese Equity 3.94 4.97 15.66 12.11 12.55 61.79 88,209.66
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