Research Centre

Fund Performance

Choose sector
Fund Name 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg % Fund Size (£m) Crown Rating
7IM AAP Adventurous 0.57 8.17 -1.97 1.81 27.27 38.43 243.10
7IM AAP Balanced 0.38 5.42 -0.76 1.11 16.53 24.81 1,478.82
7IM AAP Income 0.02 3.13 1.04 1.43 16.64 21.62 83.07
7IM AAP Moderately Adventurous 0.56 6.83 -1.30 1.78 24.03 33.98 649.37
7IM AAP Moderately Cautious 0.31 3.86 -0.41 0.15 8.09 15.40 636.70
7IM Absolute Return Portfolio 0.41 0.42 -0.24 -1.45 5.43 7.64 55.05
7IM Adventurous 0.33 8.35 -2.95 -1.27 25.68 37.32 171.98
7IM Balanced 0.51 5.90 -1.38 -0.42 16.24 22.43 685.79
7IM Cautious -0.05 2.62 0.57 1.61 9.19 - 41.68
7IM Dynamic Planner Portfolio 4 1.43 5.83 1.44 5.82 - - 0.90
7IM Dynamic Planner Portfolio 5 1.39 6.96 0.97 6.01 - - 1.04
7IM Dynamic Planner Portfolio 6 1.28 7.66 0.31 5.66 - - 1.64
7IM Emerging Markets Equity Value 0.95 7.94 -0.01 -9.55 30.41 - 75.32
7IM European (ex UK) Equity Value 0.57 6.78 -3.64 0.66 39.36 - 139.93
7IM Income Portfolio 0.70 2.65 -0.74 1.35 16.37 21.15 25.88
7IM Moderately Adventurous 0.48 7.36 -2.08 -0.65 22.64 31.19 407.43
7IM Moderately Cautious 0.52 4.44 -0.61 -0.85 8.65 13.94 256.86
7IM Personal Injury 0.20 2.89 1.01 2.00 10.30 16.85 218.65
7IM Real Return -0.22 1.42 -0.83 -0.44 16.26 25.35 69.48
7IM Sustainable Balance 0.62 5.67 -0.69 3.67 19.38 31.09 91.15
7IM UK Equity Value 1.02 10.23 -2.12 9.08 31.98 - 244.99
7IM US Equity Value -0.43 11.44 -5.09 6.83 48.14 - 168.11
AB American Growth Portfolio 3.84 18.66 3.45 21.94 80.74 152.71 3,136.08
AB Asia Ex Japan Equity Portfolio 3.28 11.60 0.84 -3.15 48.69 78.25 411.79
AB Concentrated Global Equity Portfolio 4.09 20.29 -0.62 1.70 46.30 58.61 178.44
AB Concentrated US Equity Portfolio 4.03 20.68 4.92 23.70 80.47 134.58 761.34
AB Emerging Markets Growth Portfolio 5.33 17.78 2.19 -11.76 41.31 61.23 928.92
AB Emerging Markets Multi Asset Portfolio 2.83 10.34 3.97 -0.18 34.86 63.13 1,932.76
AB Euro High Yield Portfolio 1.26 0.59 -5.48 -4.92 11.92 -0.69 518.54
AB European Equity Portfolio 1.22 9.58 -8.56 -2.54 38.17 46.54 619.61
AB Eurozone Equity Portfolio 2.05 7.89 -8.72 -3.49 45.34 51.12 1,113.87
AB Financial Credit Portfolio 1.21 5.92 1.62 - - - 114.90
AB Global Core Equity Portfolio 2.03 14.22 1.42 13.00 59.44 - 1,519.81
AB Global Equity Income Portfolio 1.73 13.41 -3.69 -3.08 20.04 21.07 5.35
AB Global Income Portfolio 1.38 1.42 4.60 12.33 - - 126.08
AB Global Plus Fixed Income Portfolio 0.06 -0.80 3.52 11.74 20.65 49.42 1,073.35
AB Japan Strategic Value Portfolio -3.56 1.22 -14.25 -12.02 34.09 61.00 21,890.79
AB Low Volatility Equity Portfolio 0.63 9.96 -2.33 12.68 44.66 93.00 2,649.13
AB RMB Income Plus Portfolio 0.91 2.38 5.63 7.00 21.85 47.80 1,404.68
AB Select Absolute Alpha Portfolio 0.46 4.34 -3.39 9.41 30.89 52.01 1,102.41
AB Select US Equity Portfolio 1.16 11.01 -4.85 9.73 53.93 96.27 3,919.11
AB Short Duration High Yield Portfolio 0.74 2.15 2.99 12.84 26.32 47.56 1,072.14
AB SICAV I - Emerging Markets Low Volatility Equity Portfolio 2.40 7.26 -1.02 -5.58 - - 1,580.82
AB SICAV I - Global Dynamic Bond Portfolio 0.56 1.84 1.26 0.69 5.51 - 717.06
AB SICAV I - Sustainable Global Thematic Portfolio 5.18 15.83 0.69 9.34 59.68 85.95 735.16
AB SICAV I Alternative Risk Premia Portfolio -1.34 -1.63 -1.92 4.88 - - 234.39
Aberdeen Asia Pacific & Japan Equity 0.50 7.34 0.86 -0.01 46.52 58.83 114.57
Aberdeen Asia Pacific Equity Enhanced Index 1.03 8.54 0.99 -0.11 - - 175.75
Aberdeen Asia Pacific Equity 1.64 7.16 3.95 2.27 51.88 56.83 716.24
Aberdeen Capital Trust 1.11 9.32 -2.88 5.27 34.27 41.86 898.31
Page: of 79