Investments

Investment Bond - Level Allocation (five year)

Fund overview
Funds available within this product	72
Number of funds holdable at same time	91
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Clerical Medical

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Based on 57 respondent(s)

72 funds available


		Annual Charges		Performance
Rank	Name	Basic	Additional	1y	3y	5y	FE fundinfo Crown rating
1	Clerical Medical Developed Government Bond Tracker Life	0.60	1.00	-0.84	-5.59	-14.47
2	Clerical Medical Distribution	0.60	1.00	7.96	12.54	6.10
3	CM BNY Mellon US Equity Income Life	0.60	1.00	7.55	27.76	19.63	n/a (short history)
4	CM BNY Mellon US Equity Income Life	0.60	1.00	7.55	27.76	19.63
5	CM Fidelity American	0.60	2.00	-7.23	27.91	23.51
6	CM Fidelity Defensive Managed	0.60	2.00	3.98	9.23	1.82
7	CM Fidelity European	0.60	2.00	4.09	15.46	38.34
8	CM Fidelity Extra Income	0.60	2.00	3.77	12.24	0.42
9	CM Fidelity MoneyBuilder Corporate Bond	0.60	2.00	3.95	9.52	-6.02
10	CM Fidelity MoneyBuilder Growth	0.60	2.00	-5.56	-7.80	-12.00
11	CM Fidelity South East Asia	0.60	2.00	26.87	28.91	0.28
12	CM Fidelity Worldwide Special Situations	0.60	2.00	14.71	36.09	52.42
13	CM Invesco Perpetual Corporate Bond	0.60	2.00	3.92	10.98	-0.38
14	CM Invesco Perpetual Distribution	0.60	2.00	7.22	19.63	20.96
15	CM Invesco Perpetual Global Bond	0.60	2.00	1.89	-0.32	-6.28
16	CM Invesco Perpetual Global Emerging Markets	0.60	2.00	29.95	48.76	36.91
17	CM Invesco Perpetual Global Smaller Companies	0.60	2.00	8.38	18.07	17.62
18	CM Invesco Perpetual Hong Kong & China	0.60	2.00	11.75	8.19	-23.18
19	CM Invesco Perpetual Monthly Income Plus	0.60	2.00	4.65	15.34	12.43
20	CM Invesco Perpetual UK Focus	0.60	2.00	23.50	38.12	85.44
21	CM Newton Continental European	0.60	1.00	10.25	31.51	44.77
22	CM Newton Global Equity	0.60	1.00	0.19	32.24	41.12
23	CM Newton Global Income	0.60	2.00	15.05	30.19	62.48
24	CM Newton International Bond	0.60	1.00	-1.25	-6.18	-13.03
25	CM Newton Multi-Asset Balanced	0.60	1.00	7.74	25.27	39.83
26	CM Newton Multi-Asset Diversified Return	0.60	2.00	10.04	15.08	20.90
27	CM Newton Multi-Asset Growth	0.60	1.00	12.55	25.91	41.88
28	CM Newton UK Equity	0.60	1.00	23.96	36.19	53.60
29	CM Newton UK Income	0.60	1.00	24.80	49.12	98.50
30	CM Schroder Corporate Bond	0.60	2.00	5.63	15.68	0.33
31	CM Schroder Gilt & Fixed Interest	0.60	1.00	2.97	0.75	-20.74
32	CM Schroder Gilt & Fixed Interest	0.60	1.00	2.97	0.75	-20.74
33	CM Schroder Global Equity	0.60	2.00	6.63	38.60	63.97
34	CM Schroder Global Property Securities	0.60	2.00	7.13	8.16	13.59
35	CM Schroder Income	0.60	2.00	19.90	40.93	86.89
36	CM Schroder Managed Balanced	0.60	2.00	10.96	22.55	22.23
37	CM Schroder Monthly High Income	0.60	2.00	4.77	22.58	18.37
38	CM Schroder QEP Global Core	0.60	2.00	6.81	38.44	63.64
39	CM Schroder Tokyo	0.60	2.00	21.79	43.08	43.32
40	CM Vanguard ESG Developed World All Cap Equity Index Life	0.60	1.00	4.43	34.93	46.19	n/a
41	CM Veritas Asian	0.60	2.00	31.34	26.16	-2.40
42	CM Veritas Asian	0.60	2.00	31.34	26.16	-2.40
43	CM Veritas Asian	0.60	2.00	31.34	26.16	-2.40
44	SWIS Absolute Return	0.60	2.00	0.92	6.97	6.13
45	SWIS Absolute Return	0.60	2.00	0.92	6.97	6.13
46	SWIS Absolute Return	0.60	2.00	0.92	6.97	6.13
47	SWIS Adventurous	0.60	1.00	12.17	33.35	51.76
48	SWIS Balanced	0.60	1.00	9.30	20.73	27.45
49	SWIS Balanced Fund of Funds	0.60	2.00	8.57	21.73	11.86
50	SWIS Cash	0.60	1.00	2.38	8.66	9.33
51	SWIS Cautious	0.60	1.00	8.02	14.52	18.31
52	SWIS Corporate Bond	0.60	1.00	4.44	11.06	-5.74
53	SWIS Dynamic Return	0.60	2.00	12.35	22.75	13.80
54	SWIS Gilt & Fixed Interest	0.60	1.00	3.84	7.19	-11.00
55	SWIS International Growth	0.60	1.00	9.71	40.47	68.13
56	SWIS International Growth 2 Life	0.60	1.00	9.44	29.18	47.77
57	SWIS International Growth 3 Life	0.60	1.00	9.45	27.74	20.58
58	SWIS International Growth 4 Life	0.60	1.00	9.53	37.01	38.13
59	SWIS International Growth 5 Life	0.60	1.00	9.58	48.70	83.92
60	SWIS Managed Income	0.60	1.00	8.10	15.68	16.63
61	SWIS Managed Income Acc	0.60	1.00	8.06	17.10	18.14
62	SWIS Non-Equity	0.60	1.00	4.69	9.39	3.36
63	SWIS Target Return	0.60	2.00	4.65	10.33	3.94
64	SWIS UK Equity Tracker 2 Life	0.60	1.00	17.47	35.60	55.82
65	SWIS UK Equity Tracker A Life	0.60	1.00	17.28	33.83	58.99
66	SWIS UK Equity Tracker B Life	0.60	1.00	17.18	31.45	56.30
67	SWIS UK Gilt	0.60	1.00	2.92	1.15	-20.30
68	SWIS UK Index-linked Gilt	0.60	1.00	0.38	-7.33	-29.12
69	SWIS UK Property	0.60	1.00	6.35	12.19	10.52	n/a
70	UK Equity Tracker 2 Life	0.60	1.00	20.94	35.12	29.72	n/a
71	UK Equity Tracker 3 Life	0.60	1.00	18.37	25.35	34.85	n/a
72	UK Equity Tracker 4 Life	0.60	1.00	17.66	30.90	29.04	n/a

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Investment Bond - Level Allocation (five year)

Clerical Medical

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