| | Annual Charges | Performance | |
Rank | Name | Basic | Additional | 1y | 3y | 5y | FE fundinfo Crown rating |
1 | 50/50 Cautious Managed Collection | 0.50 | 0.00 | 6.85 | -2.84 | 7.16 | |
2 | 60/40 Cautious Managed Collection | 0.50 | 0.00 | 5.77 | -5.96 | 2.70 | |
3 | 70/30 Defensive Managed Collection | 0.50 | 0.00 | 4.65 | -9.00 | -1.89 | |
4 | 80/20 Defensive Managed Collection | 0.50 | 0.00 | 3.62 | -12.09 | -6.38 | |
5 | Aegon AM Ethical Corporate Bond | 0.50 | 1.00 | 4.73 | -12.08 | -6.08 | |
6 | Aegon AM High Yield Bond | 0.50 | 1.00 | 11.91 | 6.02 | 16.39 | |
7 | Aegon AM Investment Grade Bond | 0.50 | 1.00 | 6.15 | -9.73 | -2.22 | |
8 | Aegon AM Sterling Corporate Bond | 0.50 | 1.00 | 5.87 | -10.42 | -4.16 | |
9 | Aegon AM Strategic Bond | 0.50 | 1.00 | 6.23 | -7.94 | 8.20 | |
10 | Aegon AM UK Sustainable Opportunities | 0.50 | 1.00 | 8.10 | -10.20 | 12.44 | |
11 | Aegon Artemis SmartGARP UK Equity | 0.50 | 1.00 | 14.37 | 34.07 | 55.39 | |
12 | Aegon BNY Mellon Global Income | 0.50 | 1.00 | 4.93 | 24.33 | 39.02 | |
13 | Aegon BNY Mellon Multi-Asset Balanced | 0.50 | 0.00 | 7.84 | 17.28 | 37.61 | |
14 | Aegon BNY Mellon Multi-Asset Growth | 0.50 | 0.00 | 6.41 | 14.41 | 40.62 | |
15 | Aegon BNY Mellon UK Income | 0.50 | 0.00 | 10.58 | 35.98 | 43.26 | |
16 | Aegon Ninety One Global Income Opportunities | 0.50 | 1.00 | 1.94 | -7.23 | -6.06 | |
17 | Aegon Schroder Global Cities Property Income | 0.50 | 1.00 | 2.18 | -4.89 | 3.13 | |
18 | Balanced Passive | 0.50 | 0.00 | 8.17 | 10.74 | 23.67 | |
19 | Cash | 0.50 | 0.00 | 3.14 | 3.41 | 2.17 | |
20 | Distribution | 0.50 | 0.00 | 6.26 | 5.04 | 7.85 | |
21 | Ethical | 0.50 | 0.00 | 9.00 | -3.22 | 12.14 | |
22 | European | 0.50 | 0.00 | 9.47 | 19.31 | 46.58 | |
23 | External Balanced Collection | 0.50 | 0.00 | 8.09 | 5.41 | 24.99 | |
24 | External Stockmarket Collection | 0.50 | 0.00 | 12.46 | 14.47 | 32.83 | |
25 | Foreign Bond/Currency | 0.50 | 0.00 | -4.56 | -10.93 | -10.58 | |
26 | Global | 0.50 | 0.00 | 12.96 | 12.86 | 49.45 | |
27 | High Yield Corporate Bond | 0.50 | 0.00 | 10.36 | 0.08 | 9.62 | |
28 | Index-Linked | 0.50 | 0.00 | -5.23 | -31.46 | -29.71 | |
29 | Insight Investment Diversified Target Return | 0.50 | 1.00 | 2.16 | -5.84 | -9.24 | |
30 | International | 0.50 | 0.00 | 12.52 | 12.19 | 50.46 | |
31 | Japan | 0.50 | 0.00 | 16.70 | 8.11 | 28.49 | |
32 | JPM US | 0.50 | 1.00 | 26.64 | 20.43 | 68.12 | |
33 | Mixed | 0.50 | 0.00 | 6.54 | 2.43 | 22.42 | |
34 | North American | 0.50 | 0.00 | 17.95 | 19.11 | 72.96 | |
35 | Pacific | 0.50 | 0.00 | 5.12 | -8.01 | 20.68 | |
36 | Scot Eq Janus Henderson Cautious Managed | 0.50 | 1.00 | 3.05 | 3.24 | 12.21 | |
37 | Scot Eq Janus Henderson US Growth | 0.50 | 1.00 | 27.32 | 22.27 | 72.25 | |
38 | Scottish Equitable Artemis Income | 0.50 | 1.00 | 8.66 | 19.89 | 30.13 | |
39 | Scottish Equitable Artemis UK Special Situations | 0.50 | 1.00 | 10.15 | 8.11 | 30.52 | |
40 | Scottish Equitable Baillie Gifford Balanced Managed | 0.50 | 0.00 | 6.70 | -13.12 | 20.03 | |
41 | Scottish Equitable Baillie Gifford High Yield Bond | 0.50 | 1.00 | 11.72 | -3.25 | 2.40 | |
42 | Scottish Equitable Baillie Gifford International | 0.50 | 0.00 | 13.96 | -4.20 | 41.32 | |
43 | Scottish Equitable Baillie Gifford Stockmarket Managed | 0.50 | 0.00 | 8.67 | -13.05 | 10.90 | |
44 | Scottish Equitable BlackRock Balanced Managed | 0.50 | 0.00 | 8.72 | 6.19 | 29.38 | n/a |
45 | Scottish Equitable BlackRock Balanced Managed | 0.50 | 0.00 | 8.72 | 6.19 | 29.38 | |
46 | Scottish Equitable BlackRock Gold and General | 0.50 | 1.00 | 0.42 | 0.69 | 56.49 | |
47 | Scottish Equitable BlackRock UK | 0.50 | 1.00 | 7.35 | -4.37 | 9.52 | |
48 | Scottish Equitable BlackRock UK Absolute Alpha | 0.50 | 2.00 | 6.15 | 14.97 | 14.56 | |
49 | Scottish Equitable BlackRock UK Smaller Companies | 0.50 | 1.00 | 3.07 | -19.17 | 6.15 | |
50 | Scottish Equitable BlackRock UK Special Situations | 0.50 | 1.00 | 3.45 | -4.74 | 6.41 | |
51 | Scottish Equitable BlackRock US Dynamic | 0.50 | 1.00 | 15.49 | 26.49 | 68.58 | |
52 | Scottish Equitable Fidelity Asia | 0.50 | 1.00 | 3.93 | -18.50 | 4.85 | |
53 | Scottish Equitable Fidelity European | 0.50 | 1.00 | 7.48 | 25.42 | 50.63 | |
54 | Scottish Equitable Invesco Asian | 0.50 | 1.00 | 3.85 | 1.07 | 27.00 | |
55 | Scottish Equitable Invesco Balanced Managed | 0.50 | 0.00 | 12.21 | 22.64 | 28.07 | |
56 | Scottish Equitable Invesco Corporate Bond | 0.50 | 1.00 | 5.34 | -7.66 | -2.62 | |
57 | Scottish Equitable Invesco Income | 0.50 | 1.00 | 9.05 | 19.75 | -1.26 | |
58 | Scottish Equitable Invesco StockMarket Managed | 0.50 | 0.00 | 18.03 | 34.56 | 47.71 | |
59 | Scottish Equitable JPMorgan Europe Dynamic ex-UK | 0.50 | 1.00 | 11.71 | 22.71 | 48.89 | |
60 | Scottish Equitable JPMorgan Natural Resources | 0.50 | 1.00 | 10.63 | 48.96 | 69.19 | |
61 | Scottish Equitable Lazard Balanced Managed | 0.50 | 0.00 | 6.53 | 5.56 | 21.43 | |
62 | Scottish Equitable Lazard Emerging Markets | 0.50 | 0.00 | 13.59 | 14.87 | 21.48 | |
63 | Scottish Equitable Lazard European Smaller Companies | 0.50 | 0.00 | 3.27 | -10.37 | 15.76 | |
64 | Scottish Equitable Lazard Managed Equity | 0.50 | 0.00 | 9.72 | 18.88 | 39.48 | |
65 | Scottish Equitable Lazard UK Alpha | 0.50 | 1.00 | 6.65 | 16.59 | 21.96 | |
66 | Scottish Equitable Man Balanced Managed | 0.50 | 0.00 | 10.75 | 16.59 | 24.65 | |
67 | Scottish Equitable Man Stockmarket Managed | 0.50 | 0.00 | 13.17 | 20.81 | 32.00 | |
68 | Scottish Equitable Schroder Income | 0.50 | 1.00 | 7.31 | 28.81 | 24.12 | |
69 | Scottish Equitable Schroder Tokyo | 0.50 | 1.00 | 13.92 | 17.63 | 25.18 | |
70 | Scottish Equitable Schroder UK Alpha Plus | 0.50 | 1.00 | -3.27 | -2.15 | 7.80 | |
71 | Scottish Equitable Schroder UK Mid-250 | 0.50 | 1.00 | 10.78 | 3.76 | 17.86 | |
72 | Scottish Equitable Schroder UK Smaller Companies | 0.50 | 1.00 | 11.51 | -20.77 | 11.44 | |
73 | Scottish Equitable Stewart Investors Asia Pacific Leaders Sustainability | 0.50 | 1.00 | 4.56 | 4.50 | 25.97 | |
74 | Scottish Equitable UBS Balanced Managed | 0.50 | 0.00 | 6.34 | 2.12 | 11.51 | |
75 | Scottish Equitable UBS Global Emerging Markets Equity | 0.50 | 0.00 | 10.57 | -12.36 | 8.55 | |
76 | Scottish Equitable UBS US Equity | 0.50 | 0.00 | 19.30 | 25.70 | 68.77 | |
77 | Scottish Equitable UK Smaller Companies | 0.50 | 1.00 | 7.32 | -17.12 | 4.84 | |
78 | Select Distribution | 0.50 | 0.00 | -1.57 | -4.87 | -11.48 | |
79 | Select Reserve | 0.50 | 0.00 | -0.39 | -18.13 | -18.48 | |
80 | Socially Responsible Equity | 0.50 | 1.00 | 5.53 | -14.45 | 2.90 | |
81 | Technology | 0.50 | 0.00 | 33.92 | 43.50 | 149.18 | |
82 | UBS Stockmarket Managed | 0.50 | 0.00 | 18.11 | 35.00 | 43.68 | |
83 | UK Equity | 0.50 | 0.00 | 6.83 | 4.19 | 17.35 | |
84 | UK Extra Income | 0.50 | 0.00 | 4.02 | -13.31 | -8.61 | |
85 | UK Fixed Interest | 0.50 | 0.00 | 1.33 | -18.07 | -15.02 | |
86 | UK Government Bond | 0.50 | 0.00 | -2.09 | -24.14 | -23.23 | |
87 | Universal Balanced Collection | 0.50 | 0.00 | 8.22 | 9.57 | 24.39 | |
88 | With Profit Cautious | 0.50 | 0.00 | 5.28 | 2.29 | 13.51 | n/a (sector not rated) |
89 | With Profit Cautious | 0.50 | 0.00 | 5.28 | 2.29 | 13.51 | n/a (sector not rated) |
90 | With-Profits Growth (Closed to new investors) | 0.50 | 0.00 | 7.25 | 14.54 | 26.20 | n/a (sector not rated) |
91 | With-Profits Growth (Closed to new investors) | 0.50 | 0.00 | 7.25 | 14.54 | 26.20 | n/a (sector not rated) |