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 -6.49 -0.56 3.55 11.89 27.62 32.28 382.39
7IM AAP Balanced -4.89 -0.74 2.24 8.12 21.68 18.95 636.72
7IM AAP Income - - - - - - 26.11
7IM AAP Moderately Adventurous -5.85 -0.65 2.95 10.17 25.89 27.53 524.72
7IM AAP Moderately Cautious -4.02 -0.74 1.72 6.27 16.40 8.68 196.98
7IM Absolute Return Portfolio 1.23 3.24 6.97 9.36 20.66 54.63 3.35
7IM Adventurous -5.65 -0.40 3.25 10.37 22.67 24.50 181.11
7IM Balanced -4.34 -0.30 2.11 7.46 19.46 17.16 582.58
7IM Cautious - - - - - - 19.81
7IM Income Portfolio 1.74 2.99 7.01 9.28 20.41 40.52 1.47
7IM Moderately Adventurous -5.17 -0.41 2.80 8.95 22.26 23.04 480.77
7IM Moderately Cautious -3.66 -0.36 1.57 6.00 15.17 7.71 126.89
7IM Pathbuilder 1 -3.73 -0.39 2.39 7.62 22.55 14.30 49.16
7IM Pathbuilder 2 -4.51 -0.38 2.78 9.47 30.45 28.55 245.23
7IM Pathbuilder 3 -5.44 -0.31 3.69 11.83 37.37 39.97 269.11
7IM Pathbuilder 4 -6.06 -0.39 4.09 13.17 42.92 - 322.09
7IM Personal Injury - - - - - - 83.98
7IM Real Return -2.13 -0.13 1.01 2.57 10.02 9.55 139.24
7IM Responsible Balanced -4.88 -1.86 0.21 3.92 13.14 6.76 96.91
7IM Select Adventurous - - - - - - 45.31
7IM Select Balanced - - - - - - 234.02
7IM Select Moderately Adventurous - - - - - - 206.71
7IM Select Moderately Cautious - - - - - - 27.25
AB American Growth Portfolio -6.88 -10.27 -9.03 3.44 43.62 59.96 7,927.11
AB Asia Ex Japan Equity Portfolio -11.81 11.52 20.66 41.14 57.84 47.14 418.63
AB China A Share Equity Portfolio -8.07 -2.22 2.14 20.37 16.82 13.63 2,168.38
AB Climate High Income Portfolio - - - - - - 18.24
AB Climate High Income Portfolio - - - - - - 18.24
AB Concentrated Global Equity Portfolio -10.57 -12.58 -13.92 -4.82 5.34 2.74 103.74
AB Concentrated US Equity Portfolio -6.71 -10.95 -11.18 -6.87 14.22 19.64 267.53
AB Diversity Champions Equity Portfolio - - - - - - 53.19
AB Emerging Markets Growth Portfolio -10.62 6.85 10.81 25.63 35.41 12.10 608.35
AB Emerging Markets Low Volatility Equity Portfolio -10.56 4.85 10.38 23.76 62.18 41.62 1,072.28
AB Emerging Markets Multi Asset Portfolio -8.43 5.72 9.27 18.72 51.51 32.95 996.88
AB Emerging Markets Multi Asset Portfolio -8.32 5.99 9.69 19.23 52.62 34.39 996.88
AB European Equity Portfolio -9.27 -0.52 5.71 17.46 35.32 50.09 197.62
AB Eurozone Equity Portfolio -12.82 -10.33 -6.92 3.49 18.91 24.37 123.58
AB Financial Credit Portfolio - - - - - - 151.54
AB Global Core Equity Portfolio -8.55 -6.03 -5.30 -0.43 22.39 26.88 534.43
AB Global Dynamic Bond Portfolio -1.71 -0.49 0.38 3.60 16.34 11.02 190.07
AB Global Dynamic Bond Portfolio -1.70 -0.37 0.64 4.19 18.47 14.35 190.07
AB Global ESG Improvers Portfolio - - - - - - 3.11
AB Global Plus Fixed Income Portfolio -2.63 -0.94 -0.37 2.39 8.38 -2.38 1,020.18
AB Global Plus Fixed Income Portfolio -1.37 0.46 0.42 -0.32 2.54 7.20 1,020.18
AB International Health Care Portfolio -6.74 -5.33 6.69 -3.01 4.48 30.46 4,036.06
AB International Technology Portfolio -6.50 -2.47 4.70 35.09 100.66 75.17 2,144.38
AB Japan Strategic Value Portfolio - - - - - - 1,957.78
AB Low Volatility Equity Portfolio -6.15 -7.04 -5.83 -0.58 31.61 53.27 6,873.04
AB RMB Income Plus Portfolio -1.18 1.50 2.78 3.22 0.63 5.60 2,486.36
AB Select Absolute Alpha Portfolio -0.58 -0.62 0.51 2.95 23.75 38.22 523.53
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