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 1.65 2.84 14.74 18.45 43.68 41.27 436.23
7IM AAP Balanced 1.01 1.54 9.69 11.80 31.42 24.04 665.90
7IM AAP Income - - - - - - 26.11
7IM AAP Moderately Adventurous 1.49 2.46 12.80 15.74 38.48 35.07 584.97
7IM AAP Moderately Cautious 0.61 0.95 7.20 8.69 24.54 12.35 192.53
7IM Absolute Return Portfolio - -0.15 -0.03 6.94 19.70 70.02 3.34
7IM Adventurous 1.80 2.36 14.52 18.02 39.74 33.76 200.44
7IM Balanced 1.05 1.15 9.42 11.53 29.89 21.75 575.57
7IM Cautious - - - - - - 19.81
7IM Income Portfolio - 39.44 0.85 7.92 21.09 58.00 1.49
7IM Moderately Adventurous 1.59 2.06 12.72 15.63 35.99 30.51 478.49
7IM Moderately Cautious 0.61 0.55 6.85 8.20 23.58 10.91 126.67
7IM Pathbuilder 1 0.61 0.80 7.07 9.41 28.61 16.84 71.53
7IM Pathbuilder 2 0.88 1.20 9.18 12.07 37.43 31.53 317.52
7IM Pathbuilder 3 1.37 2.22 12.47 16.39 47.33 45.78 359.05
7IM Pathbuilder 4 1.82 2.86 14.92 19.41 54.96 - 444.46
7IM Personal Injury - - - - - - 83.98
7IM Real Return 0.40 1.01 3.50 4.45 14.44 12.73 106.69
7IM Responsible Balanced 0.39 0.36 9.47 8.96 25.17 10.23 93.32
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 -0.01 0.50 5.08 4.42 22.00 33.22 70.57
AB American Growth Portfolio 3.73 2.96 14.80 7.42 56.14 56.67 9,246.00
AB Asia Ex Japan Equity Portfolio 4.85 -7.27 26.05 47.46 95.27 79.17 509.69
AB China A Share Equity Portfolio 2.19 -7.13 15.76 17.92 45.62 19.88 2,331.76
AB Climate High Income Portfolio - - - - - - 18.24
AB Climate High Income Portfolio - - - - - - 18.24
AB Concentrated Global Equity Portfolio -0.97 -0.52 12.88 -0.01 22.34 6.83 88.00
AB Concentrated US Equity Portfolio -0.27 1.16 4.12 -5.52 13.76 10.16 231.09
AB Diversity Champions Equity Portfolio - - - - - - 53.19
AB Emerging Markets Growth Portfolio 4.54 -3.26 25.31 41.26 83.64 52.36 704.67
AB Emerging Markets Low Volatility Equity Portfolio 4.49 -2.97 15.85 30.16 81.11 78.42 1,100.18
AB Emerging Markets Multi Asset Portfolio 3.77 -2.72 16.71 28.75 74.31 55.41 1,137.88
AB Emerging Markets Multi Asset Portfolio 4.12 -2.62 17.39 29.15 75.00 56.55 1,137.88
AB European Equity Portfolio -2.31 -1.18 9.16 15.23 42.62 46.23 236.02
AB Eurozone Equity Portfolio -3.26 -2.84 14.36 8.28 32.68 32.65 123.58
AB Financial Credit Portfolio - - - - - - 151.54
AB Global Core Equity Portfolio 1.27 5.56 17.23 13.93 40.13 40.50 220.66
AB Global Dynamic Bond Portfolio -1.05 -0.85 1.63 1.96 16.38 11.60 101.59
AB Global Dynamic Bond Portfolio -0.98 -0.66 1.88 2.49 18.50 14.89 101.59
AB Global ESG Improvers Portfolio - - - - - - 3.11
AB Global Plus Fixed Income Portfolio -1.67 -2.08 -0.53 -0.89 10.70 -4.37 1,071.32
AB Global Plus Fixed Income Portfolio 1.07 -1.89 0.73 1.83 5.40 5.29 1,071.32
AB International Health Care Portfolio -0.89 9.93 13.77 19.72 13.79 26.18 3,484.49
AB International Technology Portfolio 8.38 -7.57 37.06 47.07 164.59 114.83 3,651.09
AB Japan Strategic Value Portfolio - - - - - - 1,957.78
AB Low Volatility Equity Portfolio 1.57 4.58 13.53 8.76 38.92 57.85 6,797.69
AB RMB Income Plus Portfolio 2.17 1.80 6.13 9.67 15.37 8.14 2,138.21
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