MAB Growth Quarterly Review Q4 2025 - Flipbook - Page 3
Performance summary
The Multi-Asset Blend Growth Fund (“the Fund”) returned +12.7% over the second
quarter of 2026.
Given its higher risk pro昀椀le, Equities represent 80% of the strategic asset allocation. Global
shares rose strongly over the quarter, with the MSCI All Country World Index up +14.2%.
Emerging Markets (+23.3%) and the wider Asia region (+23.9%) were the strongest equity
markets this quarter, followed by Japan (+13.5%) and the US (+14.4%). The UK rose a more
modest +4.7%, and China fell -7.2%.
Fixed Income makes up 6% of the strategic asset allocation. Bond markets recovered
over the quarter, with the Bloomberg Global Aggregate Index of high-quality global
bonds returning +1.3% in GBP Hedged terms. Among the other diversifying assets,
listed infrastructure rose while commodities fell back.
MAB Growth
IA Mixed Investment
40-80%
Quarter 2 2026
12.7%
9.5%
1 year
24.7%
17.1%
3 year
48.0%
38.2%
5 year
46.0%
32.4%
22 July 2019
(Since launch)
77.0%
52.6%
The Fund has seen
a return of 77.0%
since launch in
July 2019.
The Fund performance 昀椀gures are presented net of the Ongoing Charges Figure (OCF) and
run from launch.
2
