Investments

Personal Pension Plan

Fund overview
Funds available within this product	72
Number of funds holdable at same time	30
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AXA Sun Life

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Based on 92 respondent(s)

72 funds available


		Annual Charges		Performance
Rank	Name	Basic	Additional	1y	3y	5y	FE fundinfo Crown rating
1	Av Pension Artemis Strategic Bond AP	0.80	1.00	5.99	27.42	15.44
2	Av Pension Artemis UK Special Situations AP	0.80	1.00	12.96	60.54	53.59
3	Av Pension AXA Framlington UK Smaller Companies AP	0.80	1.00	9.83	27.19	-19.24
4	Av Pension AXA Global High Income AP	0.80	1.00	5.93	28.68	23.18
5	Av Pension AXA Global High Income AP	0.80	1.00	5.93	28.68	23.18
6	Av Pension Baillie Gifford American AP	0.80	1.00	-5.56	40.52	-23.41
7	Av Pension BlackRock (50:50) Global Equity Index Tracker AP	0.80	0.00	27.85	60.09	70.56	n/a
8	Av Pension BlackRock European Equity Index Tracker AP Pn	0.80	0.00	17.89	46.59	50.67	n/a
9	Av Pension BlackRock Gold and General AP	0.80	1.00	62.92	181.20	162.08
10	Av Pension BlackRock Over 5 Year Index-Linked Gilt Index Tracker AP Pn	0.80	0.00	2.17	-6.45	-39.17	n/a
11	Av Pension BlackRock US Equity Index Tracker AP Pn	0.80	0.00	26.43	70.18	91.14	n/a
12	Av Pension BlackRock US Equity Index Tracker AP Pn	0.80	0.00	26.43	70.18	91.14	n/a
13	Av Pension BlackRock US Equity Index Tracker AP Pn	0.80	0.00	26.43	70.18	91.14	n/a
14	Av Pension BlackRock World ex UK Equity Index Tracker AP Pn	0.80	0.00	29.18	69.18	84.32	n/a
15	Av Pension BNY Mellon Global Equity AP	0.80	1.00	12.35	47.66	59.91
16	Av Pension CT Responsible UK Equity AP	0.80	1.00	15.33	35.35	30.33
17	Av Pension Fidelity Special Situations AP	0.80	1.00	18.83	70.10	74.49
18	Av Pension Invesco Asian AP	0.80	1.00	40.02	70.51	72.19
19	Av Pension Invesco Corporate Bond AP	0.80	1.00	5.09	23.79	8.75
20	Av Pension Invesco Distribution AP	0.80	1.00	9.86	35.99	35.80
21	Av Pension Janus Henderson Cautious Managed AP Pn	0.80	1.00	13.10	34.54	29.13
22	Av Pension Janus Henderson European Selected Opportunities AP Pn	0.80	1.00	18.45	51.22	58.80
23	Av Pension JPM Emerging Markets AP	0.80	1.00	63.28	87.62	41.22
24	Av Pension Lifestyle Retirement 2045 AP	0.80	0.00	23.44	52.36	63.55	n/a
25	Av Pension Lifestyle Retirement 2050 AP	0.80	0.00	23.39	52.25	63.36	n/a
26	Av Pension M&G Gilt & Fixed Interest Income AP	0.80	1.00	2.36	9.49	-17.08
27	Av Pension Schroder US Mid Cap AP	0.80	1.00	39.26	48.34	53.58
28	Av Pension Sterling Corporate Bond AP	0.80	0.00	5.54	21.02	-0.52
29	Aviva AXA Framlington Global Sustainable Managed AP	0.80	0.00	13.35	35.26	28.12
30	Aviva Baillie Gifford Managed AP	0.80	0.00	7.93	25.99	-3.64
31	Aviva Ethical Distribution AP	0.80	0.00	2.90	16.93	-2.64
32	Aviva Higher Income AP	0.80	0.00	18.73	50.54	55.56
33	Aviva Pension abrdn UK Smaller Companies AP	0.80	1.00	-4.29	10.92	-23.96
34	Aviva Pension abrdn UK Smaller Companies AP	0.80	1.00	-4.29	10.92	-23.96
35	Aviva Pension Artemis Income AP	0.80	1.00	15.18	65.12	76.26
36	Aviva Pension Asia Pacific ex Japan Equities AP	0.80	0.00	53.92	80.41	53.45
37	Aviva Pension Asia Pacific ex Japan Equities AP	0.80	0.00	53.92	80.41	53.45
38	Aviva Pension BlackRock Over 15 Years Gilt Index Tracker AP Pn	0.80	0.00	1.71	-1.27	-42.22	n/a
39	Aviva Pension BlackRock UK Equity Index Tracker AP Pn	0.80	0.00	20.14	50.96	63.16	n/a
40	Aviva Pension BNY Mellon International Bond AP	0.80	0.00	3.84	1.80	-6.89
41	Aviva Pension BNY Mellon Multi-Asset Growth AP	0.80	0.00	26.51	50.30	63.84
42	Aviva Pension BNY Mellon UK Income AP	0.80	0.00	23.84	70.76	97.01
43	Aviva Pension Cash AP	0.80	0.00	3.13	12.37	13.63
44	Aviva Pension CT Global Select AP	0.80	1.00	17.50	55.00	51.95
45	Aviva Pension Europe ex UK Equities AP	0.80	0.00	15.69	36.66	43.06	n/a
46	Aviva Pension Fidelity MoneyBuilder Corporate Bond AP	0.80	1.00	4.31	21.02	-1.00
47	Aviva Pension Fixed Interest AP	0.80	0.00	4.56	16.78	-9.32
48	Aviva Pension Global Equities AP Pn	0.80	0.00	22.15	60.61	72.70
49	Aviva Pension Index-Linked AP Pn	0.80	0.00	2.27	-2.38	-32.25
50	Aviva Pension Invesco Monthly Income Plus AP	0.80	1.00	7.63	29.80	24.21
51	Aviva Pension Japan Equities AP	0.80	0.00	32.62	50.03	42.80
52	Aviva Pension Japan Equities AP	0.80	0.00	32.62	50.03	42.80
53	Aviva Pension Japan Equities AP	0.80	0.00	32.62	50.03	42.80	n/a (short history)
54	Aviva Pension JPM Natural Resources AP	0.80	1.00	49.16	67.15	108.20
55	Aviva Pension JPM UK Equity Growth	0.80	1.00	16.09	59.00	51.79
56	Aviva Pension Jupiter Ecology AP	0.80	1.00	20.87	38.84	44.53
57	Aviva Pension Lifestyle Retirement 2030 AP	0.80	0.00	17.95	43.47	50.07	n/a
58	Aviva Pension Lifestyle Retirement 2035 AP	0.80	0.00	23.18	52.00	63.13	n/a
59	Aviva Pension Lifestyle Retirement 2040 AP	0.80	0.00	23.37	52.22	63.41	n/a
60	Aviva Pension Liontrust MA Explorer 85 AP	0.80	0.00	18.76	42.29	40.95
61	Aviva Pension Liontrust MA Explorer 85 AP	0.80	0.00	18.76	42.29	40.95
62	Aviva Pension Managed AP	0.80	0.00	18.26	42.07	41.22
63	Aviva Pension North America Equities AP	0.80	0.00	20.05	64.36	87.57
64	Aviva Pension North America Equities AP	0.80	0.00	20.05	64.36	87.57
65	Aviva Pension Overseas AP	0.80	0.00	23.19	64.95	78.35
66	Aviva Pension Property AP	0.80	0.00	8.58	15.98	20.04	n/a
67	Aviva Pension Reserve AP	0.80	0.00	9.19	24.89	15.33
68	Aviva Pension Retirement Distribution AP	0.80	0.00	11.95	30.93	20.25
69	Aviva Pension Schroder Global Cities Real Estate AP	0.80	1.00	23.49	40.26	19.51
70	Aviva Pension Schroder Tokyo AP	0.80	1.00	41.68	70.70	80.60
71	Aviva Pension Stewart Investors Asia Pacific Leaders AP Pn	0.80	1.00	31.56	39.90	36.79
72	Aviva UK Equity AP	0.80	0.00	20.20	42.86	51.87

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