Investments

Investment Control - Establishment Charge Option

Fund overview
Funds available within this product	91
Number of funds holdable at same time	94
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Aegon/Scottish Equitable plc

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Based on 121 respondent(s)

91 funds available


		Annual Charges		Performance
Rank	Name	Basic	Additional	1y	3y	5y	FE fundinfo Crown rating
1	50/50 Cautious Managed Collection	0.50	0.00	8.72	19.93	12.80
2	60/40 Cautious Managed Collection	0.50	0.00	8.11	17.50	7.39
3	70/30 Defensive Managed Collection	0.50	0.00	7.54	15.14	2.31
4	80/20 Defensive Managed Collection	0.50	0.00	6.89	12.67	-2.94
5	Aegon AM Ethical Corporate Bond	0.50	1.00	6.70	16.30	-1.82
6	Aegon AM High Yield Bond	0.50	1.00	6.37	26.33	22.30
7	Aegon AM Investment Grade Bond	0.50	1.00	8.64	20.31	3.56
8	Aegon AM Sterling Corporate Bond	0.50	1.00	7.62	18.46	0.53
9	Aegon AM Strategic Bond	0.50	1.00	7.41	25.52	10.36
10	Aegon AM UK Sustainable Opportunities	0.50	1.00	-0.28	11.73	-1.25
11	Aegon Artemis SmartGARP UK Equity	0.50	1.00	35.12	66.94	130.13
12	Aegon Baillie Gifford 60/40 Worldwide Equity	0.50	0.00	3.62	19.44	-2.00
13	Aegon BNY Mellon Global Income	0.50	1.00	16.58	31.89	67.08
14	Aegon BNY Mellon Multi-Asset Balanced	0.50	0.00	9.16	27.63	43.71
15	Aegon BNY Mellon Multi-Asset Growth	0.50	0.00	14.37	28.69	45.82
16	Aegon BNY Mellon UK Income	0.50	0.00	29.24	53.72	108.79
17	Aegon Janus Henderson US Growth	0.50	1.00	-2.24	46.88	50.38
18	Aegon Ninety One Global Income Opportunities	0.50	1.00	11.95	19.85	11.31
19	Aegon Schroder Global Cities Property Income	0.50	1.00	7.91	8.96	15.44
20	Aegon Stewart Investors Asia Pacific Leaders	0.50	1.00	8.25	11.81	13.68
21	Balanced Passive	0.50	0.00	11.92	28.97	37.52	n/a
22	Cash	0.50	0.00	2.45	8.94	8.58
23	Distribution	0.50	0.00	11.26	21.21	24.52
24	Ethical	0.50	0.00	0.40	13.64	9.39
25	European	0.50	0.00	20.12	35.73	55.15
26	External Balanced Collection	0.50	0.00	9.78	26.24	28.27
27	External Stockmarket Collection	0.50	0.00	11.83	32.85	44.32
28	Foreign Bond/Currency	0.50	0.00	0.75	-5.00	-11.82
29	Global	0.50	0.00	10.33	34.93	42.37
30	High Yield Corporate Bond	0.50	0.00	6.23	23.34	13.55
31	Index-Linked	0.50	0.00	3.72	-7.22	-31.37
32	Insight Investment Diversified Target Return	0.50	1.00	7.27	8.04	3.50	n/a
33	International	0.50	0.00	10.43	35.10	41.66
34	Japan	0.50	0.00	24.55	48.85	35.21
35	JPM US	0.50	1.00	-2.73	44.63	46.66
36	Mixed	0.50	0.00	10.71	22.79	23.14
37	North American	0.50	0.00	4.39	40.15	50.32
38	Pacific	0.50	0.00	28.89	38.18	25.66
39	Scot Eq Janus Henderson Cautious Managed	0.50	1.00	15.12	23.55	30.22
40	Scottish Equitable Artemis Income	0.50	1.00	14.71	38.08	64.62
41	Scottish Equitable Artemis UK Special Situations	0.50	1.00	17.48	36.19	49.47
42	Scottish Equitable Baillie Gifford Balanced Managed	0.50	0.00	1.72	15.81	-3.30
43	Scottish Equitable Baillie Gifford High Yield Bond	0.50	1.00	3.65	22.02	9.15
44	Scottish Equitable Baillie Gifford International	0.50	0.00	-0.17	21.23	5.06
45	Scottish Equitable BlackRock Balanced Managed	0.50	0.00	12.11	29.90	33.20	n/a
46	Scottish Equitable BlackRock Balanced Managed	0.50	0.00	12.11	29.90	33.20
47	Scottish Equitable BlackRock Gold and General	0.50	1.00	136.17	238.87	222.65
48	Scottish Equitable BlackRock UK	0.50	1.00	8.26	21.64	13.34
49	Scottish Equitable BlackRock UK Absolute Alpha	0.50	2.00	1.45	14.81	22.18
50	Scottish Equitable BlackRock UK Smaller Companies	0.50	1.00	5.03	2.37	-6.85
51	Scottish Equitable BlackRock UK Special Situations	0.50	1.00	8.58	11.28	13.39
52	Scottish Equitable BlackRock US Dynamic	0.50	1.00	12.47	43.56	75.07
53	Scottish Equitable Fidelity Asia	0.50	1.00	29.53	33.97	4.98
54	Scottish Equitable Fidelity European	0.50	1.00	7.18	20.15	47.29
55	Scottish Equitable Invesco Asian	0.50	1.00	24.66	38.53	37.19
56	Scottish Equitable Invesco Balanced Managed	0.50	0.00	19.09	39.97	64.05
57	Scottish Equitable Invesco Corporate Bond	0.50	1.00	5.88	14.63	0.34
58	Scottish Equitable Invesco Income	0.50	1.00	24.13	42.40	69.20
59	Scottish Equitable Invesco StockMarket Managed	0.50	0.00	19.65	53.07	90.67
60	Scottish Equitable JPMorgan Europe Dynamic ex-UK	0.50	1.00	24.95	43.06	69.94
61	Scottish Equitable JPMorgan Natural Resources	0.50	1.00	53.65	49.21	131.90
62	Scottish Equitable Lazard Balanced Managed	0.50	0.00	9.98	21.36	27.73
63	Scottish Equitable Lazard Emerging Markets	0.50	0.00	33.00	59.93	67.53
64	Scottish Equitable Lazard European Smaller Companies	0.50	0.00	18.43	17.70	14.03
65	Scottish Equitable Lazard Managed Equity	0.50	0.00	8.70	24.04	46.50
66	Scottish Equitable Lazard UK Alpha	0.50	1.00	18.45	29.06	54.00
67	Scottish Equitable Man Balanced Managed	0.50	0.00	13.78	31.16	45.45
68	Scottish Equitable Man Stockmarket Managed	0.50	0.00	15.43	35.79	53.85
69	Scottish Equitable Schroder Income	0.50	1.00	22.37	42.82	92.30
70	Scottish Equitable Schroder Tokyo	0.50	1.00	22.91	44.56	47.47
71	Scottish Equitable Schroder UK Alpha Plus (Closed to new investors)	0.50	1.00	6.76	5.50	11.13
72	Scottish Equitable Schroder UK Mid-250	0.50	1.00	19.67	32.53	40.45
73	Scottish Equitable Schroder UK Smaller Companies	0.50	1.00	7.20	10.34	-9.18
74	Scottish Equitable UBS Balanced Managed	0.50	0.00	12.42	26.92	27.97
75	Scottish Equitable UBS Global Emerging Markets Equity	0.50	0.00	20.18	31.44	8.52
76	Scottish Equitable UBS US Equity	0.50	0.00	3.87	25.72	51.21
77	Scottish Equitable UK Smaller Companies	0.50	1.00	2.83	9.34	-4.78
78	Select Distribution	0.50	0.00	7.24	3.25	3.77
79	Select Reserve	0.50	0.00	5.17	5.32	-12.94
80	Socially Responsible Equity	0.50	1.00	1.35	10.96	-2.90
81	Technology	0.50	0.00	5.08	88.88	96.32
82	UBS Stockmarket Managed	0.50	0.00	19.65	53.24	91.31
83	UK Equity	0.50	0.00	15.37	25.51	32.40
84	UK Extra Income	0.50	0.00	6.11	13.14	-5.55
85	UK Fixed Interest	0.50	0.00	5.62	7.87	-12.63
86	UK Government Bond	0.50	0.00	5.11	1.62	-21.25
87	Universal Balanced Collection	0.50	0.00	11.45	28.53	35.54
88	With Profit Cautious	0.50	0.00	0.00	8.06	7.19	n/a (sector not rated)
89	With Profit Cautious	0.50	0.00	0.00	8.06	7.19	n/a (sector not rated)
90	With-Profits Growth (Closed to new investors)	0.50	0.00	0.00	13.50	25.97	n/a (sector not rated)
91	With-Profits Growth (Closed to new investors)	0.50	0.00	0.00	13.50	25.97	n/a (sector not rated)

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Investment Control - Establishment Charge Option

Aegon/Scottish Equitable plc

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