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 -1.69 -0.56 5.58 10.74 44.45 35.55 431.72
7IM AAP Balanced -0.72 -0.33 3.59 6.84 31.72 21.42 649.50
7IM AAP Income - - - - - - 26.11
7IM AAP Moderately Adventurous -1.41 -0.29 4.94 9.25 38.74 30.77 581.62
7IM AAP Moderately Cautious -0.14 -0.18 2.83 5.02 25.12 11.36 188.75
7IM Absolute Return Portfolio - - 1.47 3.35 20.00 70.51 3.34
7IM Adventurous -2.41 -1.69 5.15 9.62 39.44 27.72 188.05
7IM Balanced -1.12 -1.01 3.25 6.18 29.66 18.92 538.54
7IM Cautious - - - - - - 19.81
7IM Income Portfolio - - 2.27 3.66 23.95 58.53 1.49
7IM Moderately Adventurous -2.11 -1.36 4.54 8.37 35.21 25.92 444.99
7IM Moderately Cautious -0.46 -0.69 2.23 4.25 23.80 9.63 121.21
7IM Pathbuilder 1 -0.33 -0.71 2.36 4.87 28.47 15.43 71.73
7IM Pathbuilder 2 -0.97 -1.03 2.88 6.13 36.88 28.07 329.08
7IM Pathbuilder 3 -1.54 -1.02 4.32 8.71 46.06 40.46 370.99
7IM Pathbuilder 4 -2.03 -0.99 5.25 10.43 53.56 - 448.61
7IM Personal Injury - - - - - - 83.98
7IM Real Return -0.34 0.84 2.91 4.14 14.81 13.56 106.96
7IM Responsible Balanced -0.60 -1.83 3.24 3.88 25.39 7.75 89.72
7IM Select Adventurous - - - - - - 45.31
7IM Select Balanced - - - - - - 234.02
7IM Select Moderately Adventurous - - - - - - 206.71
7IM Select Moderately Cautious - - - - - - 27.25
A.I. Machines Global Managed Risk -0.21 0.30 1.98 1.88 21.89 28.83 69.27
AB American Growth Portfolio -3.61 -1.83 3.19 -0.00 49.44 43.11 8,879.30
AB Asia Ex Japan Equity Portfolio -12.69 -7.00 -6.17 15.46 75.05 51.55 450.42
AB China A Share Equity Portfolio -10.77 -11.36 -10.56 -4.40 30.30 5.90 1,911.88
AB Climate High Income Portfolio - - - - - - 18.24
AB Climate High Income Portfolio - - - - - - 18.24
AB Concentrated Global Equity Portfolio -1.25 -3.08 5.70 -1.96 23.94 1.18 82.64
AB Concentrated US Equity Portfolio 2.70 0.77 4.97 -4.81 18.31 8.61 232.67
AB Diversity Champions Equity Portfolio - - - - - - 53.19
AB Emerging Markets Growth Portfolio -12.51 -9.12 -5.66 15.39 61.64 28.15 577.78
AB Emerging Markets Low Volatility Equity Portfolio -8.09 -4.16 -2.12 11.43 68.15 60.80 865.09
AB Emerging Markets Multi Asset Portfolio -8.56 -5.93 -2.92 10.25 59.06 41.70 1,022.14
AB Emerging Markets Multi Asset Portfolio -8.61 -5.90 -2.97 10.18 59.80 42.82 1,022.14
AB European Equity Portfolio 2.57 -4.17 2.47 10.51 46.19 40.85 241.31
AB Eurozone Equity Portfolio -4.12 -5.79 3.33 0.27 31.26 23.11 123.58
AB Financial Credit Portfolio - - - - - - 151.54
AB Global Core Equity Portfolio 1.33 2.05 10.74 10.51 42.30 34.22 211.50
AB Global Dynamic Bond Portfolio 1.23 -0.05 1.61 2.60 16.81 13.87 44.49
AB Global Dynamic Bond Portfolio 1.29 0.07 1.85 3.12 18.87 17.19 44.49
AB Global ESG Improvers Portfolio - - - - - - 3.11
AB Global Plus Fixed Income Portfolio 2.03 -0.57 0.21 0.05 12.22 -2.30 991.00
AB Global Plus Fixed Income Portfolio 0.42 -0.55 1.17 -2.34 5.90 3.98 991.00
AB International Health Care Portfolio 12.07 14.64 25.52 21.98 26.90 32.10 3,768.32
AB International Technology Portfolio -17.07 -11.70 -3.20 14.27 122.13 70.93 2,943.38
AB Japan Strategic Value Portfolio - - - - - - 1,957.78
AB Low Volatility Equity Portfolio 1.02 1.43 8.97 5.92 40.50 51.30 6,782.26
AB RMB Income Plus Portfolio -1.22 -0.51 3.31 3.25 14.15 4.87 2,006.63
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