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 -0.90 4.65 10.88 11.83 26.70 35.82 381.68
7IM AAP Balanced -0.56 3.24 7.72 8.44 20.26 20.51 670.50
7IM AAP Income - - - - - - 26.11
7IM AAP Moderately Adventurous -0.78 3.94 9.32 10.54 24.76 30.24 544.51
7IM AAP Moderately Cautious -0.42 2.49 5.92 6.60 14.71 8.56 205.54
7IM Absolute Return Portfolio 0.14 2.80 2.19 8.50 18.22 46.57 3.24
7IM Adventurous -0.44 4.54 9.49 8.43 22.87 27.83 187.61
7IM Balanced -0.43 3.02 6.94 6.63 19.48 18.26 612.95
7IM Cautious - - - - - - 19.81
7IM Income Portfolio -0.19 2.97 3.42 8.40 17.12 32.10 1.43
7IM Moderately Adventurous -0.41 3.91 8.29 7.83 22.46 25.73 499.76
7IM Moderately Cautious -0.46 2.22 5.41 5.63 14.63 7.46 128.02
7IM Pathbuilder 1 -0.42 2.95 6.79 7.14 22.59 12.80 38.61
7IM Pathbuilder 2 -0.61 3.56 8.29 9.37 31.09 28.19 207.48
7IM Pathbuilder 3 -0.71 4.55 10.27 11.82 38.34 41.14 217.54
7IM Pathbuilder 4 -0.82 5.24 11.72 13.54 43.89 - 273.00
7IM Personal Injury - - - - - - 83.98
7IM Real Return -0.09 0.83 2.02 3.22 11.22 9.51 135.19
7IM Responsible Balanced -1.20 1.95 4.41 3.40 15.20 8.44 103.65
7IM Select Adventurous - - - - - - 45.31
7IM Select Balanced - 2.35 6.18 6.04 18.08 17.05 234.02
7IM Select Moderately Adventurous - 2.87 7.10 7.08 21.47 23.93 206.71
7IM Select Moderately Cautious - - - - - - 27.25
AB American Growth Portfolio -1.20 3.23 11.71 4.56 72.36 80.43 8,818.61
AB Asia Ex Japan Equity Portfolio -2.33 9.65 23.90 28.43 45.08 40.49 227.63
AB China A Share Equity Portfolio -2.37 4.16 26.60 20.38 22.38 14.68 1,953.60
AB Climate High Income Portfolio - - - - - - 18.24
AB Climate High Income Portfolio - - - - - - 18.24
AB Concentrated Global Equity Portfolio -0.85 0.90 4.63 1.39 21.16 23.32 132.76
AB Concentrated US Equity Portfolio -2.74 -0.60 2.84 -4.82 29.00 41.91 314.37
AB Diversity Champions Equity Portfolio - - - - - - 53.19
AB Emerging Markets Growth Portfolio -1.82 5.65 12.75 17.57 30.76 7.33 579.85
AB Emerging Markets Low Volatility Equity Portfolio -1.80 7.06 16.16 23.50 62.49 39.04 1,112.27
AB Emerging Markets Multi Asset Portfolio -1.92 5.87 14.37 15.43 49.58 28.81 745.75
AB Emerging Markets Multi Asset Portfolio -2.53 5.53 13.90 15.11 49.05 29.17 745.75
AB European Equity Portfolio -0.83 4.51 9.68 24.39 40.07 53.75 190.42
AB Eurozone Equity Portfolio -0.47 4.83 10.37 25.05 41.88 42.35 123.58
AB Financial Credit Portfolio - - - - - - 151.54
AB Global Core Equity Portfolio -1.74 2.04 5.47 3.97 36.26 42.04 715.87
AB Global Dynamic Bond Portfolio -0.16 0.38 2.21 5.01 18.56 9.75 190.58
AB Global Dynamic Bond Portfolio -0.11 0.53 2.50 5.60 20.74 13.14 190.58
AB Global ESG Improvers Portfolio - - - - - - 3.11
AB Global Plus Fixed Income Portfolio -0.52 -0.26 1.77 2.82 10.54 -3.85 1,068.70
AB Global Plus Fixed Income Portfolio -1.54 1.74 3.86 -0.88 5.72 1.40 1,068.70
AB International Health Care Portfolio -0.64 9.39 11.18 -1.12 6.71 35.17 4,356.79
AB International Technology Portfolio 0.48 14.12 33.80 23.90 132.22 87.29 2,094.65
AB Japan Strategic Value Portfolio - - - - - - 1,957.78
AB Low Volatility Equity Portfolio -1.64 2.23 7.45 4.35 42.04 69.03 7,913.05
AB RMB Income Plus Portfolio -0.90 2.60 5.00 1.46 2.71 0.86 2,787.22
AB Select Absolute Alpha Portfolio -0.74 3.73 8.25 1.83 24.83 44.77 543.66
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