Investments

Stakeholder Pension Plan

Fund overview
Funds available within this product	35
Number of funds holdable at same time	10
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AXA Sun Life

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Based on 92 respondent(s)

35 funds available


		Annual Charges		Performance
Rank	Name	Basic	Additional	1y	3y	5y	FE fundinfo Crown rating
1	Av Pension BlackRock (50:50) Global Equity Index Tracker AP	0.75	0.00	7.90	38.14	65.38	n/a
2	Av Pension BlackRock European Equity Index Tracker AP Pn	0.75	0.00	8.93	45.61	59.50	n/a
3	Av Pension BlackRock Over 15 Year Gilt Index Tracker AP Pn	0.75	0.00	-4.50	-28.47	-50.01	n/a
4	Av Pension BlackRock Over 5 Year Index-Linked Gilt Index Tracker AP Pn	0.75	0.00	-7.20	-29.81	-44.47	n/a
5	Av Pension BlackRock US Equity Index Tracker AP Pn	0.75	0.00	7.94	54.08	96.27	n/a
6	Av Pension BlackRock US Equity Index Tracker AP Pn	0.75	0.00	7.94	54.08	96.27	n/a
7	Av Pension BlackRock US Equity Index Tracker AP Pn	0.75	0.00	7.94	54.08	96.27	n/a
8	Av Pension BlackRock World ex UK Equity Index Tracker AP Pn	0.75	0.00	8.05	49.39	82.24	n/a
9	Av Pension Lifestyle Retirement 2045 AP	0.75	0.00	9.18	34.97	63.18
10	Av Pension Lifestyle Retirement 2050 AP	0.75	0.00	9.12	34.93	63.06
11	Av Pension Sterling Corporate Bond AP	0.75	0.00	4.76	7.39	-4.35
12	Aviva Ethical Distribution AP	0.75	0.00	2.43	10.97	10.49
13	Aviva Higher Income AP	0.75	0.00	11.04	29.46	59.99
14	Aviva Pension Asia Pacific ex Japan Equities AP	0.75	0.00	6.03	13.59	21.73
15	Aviva Pension Asia Pacific ex Japan Equities AP	0.75	0.00	6.03	13.59	21.73
16	Aviva Pension BlackRock UK Equity Index Tracker AP Pn	0.75	0.00	8.43	33.17	64.87	n/a
17	Aviva Pension Cash AP	0.75	0.00	3.88	11.07	9.32
18	Aviva Pension Europe ex UK Equities AP	0.75	0.00	4.29	36.94	50.80	n/a
19	Aviva Pension Fixed Interest AP	0.75	0.00	3.12	-0.73	-14.86
20	Aviva Pension Global Equities AP Pn	0.75	0.00	6.33	47.92	76.50
21	Aviva Pension Index-Linked AP Pn	0.75	0.00	-4.85	-23.73	-37.68
22	Aviva Pension Japan Equities AP	0.75	0.00	7.81	24.84	22.35	n/a (short history)
23	Aviva Pension Japan Equities AP	0.75	0.00	7.81	24.84	22.35	n/a (short history)
24	Aviva Pension Japan Equities AP	0.75	0.00	7.81	24.84	22.35
25	Aviva Pension Lifestyle Retirement 2030 AP	0.75	0.00	8.07	29.18	55.35
26	Aviva Pension Lifestyle Retirement 2035 AP	0.75	0.00	9.12	34.93	63.11
27	Aviva Pension Lifestyle Retirement 2040 AP	0.75	0.00	9.10	34.96	63.14
28	Aviva Pension Managed AP	0.75	0.00	7.30	21.93	40.11
29	Aviva Pension North America Equities AP	0.75	0.00	5.88	54.38	96.37	n/a (short history)
30	Aviva Pension North America Equities AP	0.75	0.00	5.88	54.38	96.37
31	Aviva Pension Overseas AP	0.75	0.00	7.39	52.55	82.82
32	Aviva Pension Property AP	0.75	0.00	6.52	-9.61	19.52	n/a
33	Aviva Pension Reserve AP	0.75	0.00	6.15	9.95	12.01
34	Aviva Pension Retirement Distribution AP	0.75	0.00	6.42	11.32	20.03
35	Aviva UK Equity AP	0.75	0.00	7.92	26.91	54.56

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