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 0.56 -1.83 -6.10 -7.34 28.17 30.10 236.33
7IM AAP Balanced 0.46 -1.11 -3.79 -5.27 17.44 19.71 1,487.10
7IM AAP Income 0.41 0.69 -1.64 -2.82 17.06 18.50 81.84
7IM AAP Moderately Adventurous 0.49 -1.37 -4.94 -6.15 24.70 26.94 637.74
7IM AAP Moderately Cautious 0.46 -0.70 -2.85 -4.37 9.34 12.41 652.53
7IM Adventurous 1.01 -2.29 -7.45 -8.99 25.60 29.09 125.17
7IM Balanced 0.69 -1.72 -4.98 -6.35 15.55 17.14 693.22
7IM Cautious 0.28 0.22 -1.24 -2.02 9.81 - 40.97
7IM Dynamic Planner Portfolio 4 -0.69 -0.87 -3.13 -2.63 - - 0.81
7IM Dynamic Planner Portfolio 5 -0.48 -1.05 -3.73 -3.75 - - 0.94
7IM Dynamic Planner Portfolio 6 -0.38 -1.30 -4.57 -5.02 - - 1.47
7IM Emerging Markets Equity Value 0.67 1.49 -8.06 -17.31 45.13 - 70.69
7IM European (ex UK) Equity Value -0.48 -2.61 -5.95 -9.69 41.11 - 136.44
7IM Moderately Adventurous 0.78 -1.97 -6.31 -7.94 21.96 23.58 405.10
7IM Moderately Cautious 0.70 -1.10 -3.65 -5.16 7.75 10.73 259.76
7IM Personal Injury 0.35 0.31 -1.11 -1.98 10.87 14.31 228.72
7IM Real Return 0.39 -0.91 -0.97 -2.47 18.53 23.89 73.68
7IM Sustainable Balance 0.62 -0.84 -2.81 -2.52 19.00 26.50 86.82
7IM UK Equity Value 1.81 -2.33 -8.67 -5.18 35.76 - 195.40
7IM US Equity Value 0.13 -6.02 -6.40 -2.83 48.53 - 161.30
AB American Growth Portfolio 2.27 0.10 -4.30 8.39 73.68 130.90 3,255.71
AB Asia Ex Japan Equity Portfolio -0.23 0.76 -9.15 -14.48 56.98 58.58 406.63
AB Concentrated Global Equity Portfolio 3.51 -3.36 -9.72 -9.68 41.13 - 177.96
AB Concentrated US Equity Portfolio 2.81 0.06 -0.61 10.20 75.90 - 734.85
AB Emerging Markets Growth Portfolio 4.74 5.83 -16.11 -19.95 46.70 41.29 884.61
AB Emerging Markets Multi Asset Portfolio 2.67 5.22 -2.44 -9.06 46.31 52.44 1,826.37
AB Euro High Yield Portfolio -1.08 -3.18 -5.90 -9.03 17.85 -0.20 506.11
AB European Equity Portfolio 2.04 -4.78 -12.10 -11.85 39.28 39.45 602.82
AB Eurozone Equity Portfolio 0.46 -4.51 -12.33 -11.89 46.83 45.45 1,132.19
AB Financial Credit Portfolio 2.39 -0.21 -0.68 - - - 110.09
AB Global Core Equity Portfolio 2.74 0.18 -3.25 1.96 62.80 - 1,425.32
AB Global Equity Income Portfolio 3.61 -3.69 -6.86 -12.13 24.21 - 5.54
AB Global Income Portfolio -0.59 3.45 2.09 7.63 - - 125.92
AB Global Plus Fixed Income Portfolio -0.83 4.47 4.02 9.54 22.84 51.00 955.91
AB Japan Strategic Value Portfolio 0.45 -7.41 -8.98 -13.94 34.43 48.63 23,320.56
AB Low Volatility Equity Portfolio 1.08 -2.28 -4.99 3.82 46.93 87.60 2,561.22
AB RMB Income Plus Portfolio 0.68 5.26 2.64 5.71 23.03 44.29 1,399.47
AB Select Absolute Alpha Portfolio -0.79 -2.79 -2.64 3.58 31.68 48.87 1,198.23
AB Select US Equity Portfolio 0.18 -5.02 -6.15 1.32 55.77 88.77 4,443.47
AB Short Duration High Yield Portfolio -0.67 1.78 2.31 9.08 28.86 46.31 1,109.38
AB SICAV I - Emerging Markets Low Volatility Equity Portfolio 3.57 -1.14 -7.97 -20.09 - - 965.02
AB SICAV I - Global Dynamic Bond Portfolio 0.51 0.32 0.00 -1.43 4.96 - 810.87
AB SICAV I - Sustainable Global Thematic Portfolio 2.39 -0.75 -5.49 -2.24 58.60 72.07 738.72
AB SICAV I Alternative Risk Premia Portfolio -1.73 1.34 -0.43 1.39 - - 232.91
Aberdeen Asia Pacific & Japan Equity 0.40 3.66 -2.40 -8.54 52.38 47.77 109.99
Aberdeen Asia Pacific Equity Enhanced Index 0.58 3.70 -3.61 -8.25 - - 168.82
Aberdeen Asia Pacific Equity 0.46 6.76 -0.88 -5.78 59.98 46.80 757.86
Aberdeen Capital Trust 0.16 -3.12 -6.71 -6.98 34.34 30.10 866.59
Aberdeen Corporate Bond 0.36 0.01 -0.99 -2.78 12.36 22.55 1,598.27
Aberdeen Diversified Core Adventurous 1.70 -2.54 -4.39 -7.85 36.35 - 12.62
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