| | Annual Charges | Performance | |
Rank | Name | Basic | Additional | 1y | 3y | 5y | FE fundinfo Crown rating |
1 | 50/50 Cautious Managed Collection Pn | 0.45 | 0.00 | 6.72 | -2.11 | 11.65 | |
2 | 60/40 Cautious Managed Collection Pn | 0.45 | 0.00 | 5.74 | -5.84 | 6.55 | |
3 | 70/30 Defensive Managed Collection Pn | 0.45 | 0.00 | 4.79 | -9.16 | 1.74 | |
4 | 80/20 Def Mgd Collec Pn | 0.45 | 0.00 | 3.86 | -12.39 | -2.78 | |
5 | Aegon (ex NT) BlackRock 50/50 Bond & Equity Pn | 0.45 | 1.00 | 3.59 | -12.27 | -0.53 | |
6 | Aegon (ex NT) BlackRock 50/50 Global Equity Pn | 0.45 | 1.00 | 9.62 | 20.70 | 36.06 | n/a |
7 | Aegon (ex NT) BlackRock Consensus Pn | 0.45 | 1.00 | 7.55 | 11.42 | 25.87 | |
8 | Aegon AM Core Plus Pn | 0.45 | 0.00 | 1.02 | -21.14 | -14.18 | |
9 | Aegon AM Ethical Corporate Bond Pn | 0.45 | 1.00 | 4.67 | -13.52 | -5.22 | |
10 | Aegon AM High Yield Bond Pn | 0.45 | 1.00 | 12.85 | 6.65 | 18.43 | |
11 | Aegon AM Investment Grade Bond Pn | 0.45 | 1.00 | 5.90 | -11.46 | -1.69 | |
12 | Aegon AM Sterling Corporate Bond Pn | 0.45 | 1.00 | 5.80 | -11.75 | -2.93 | |
13 | Aegon AM Strategic Bond Pn | 0.45 | 1.00 | 6.01 | -9.32 | 10.35 | |
14 | Aegon AM UK Sustainable Opportunities Pn | 0.45 | 1.00 | 7.53 | -14.67 | 10.62 | |
15 | Aegon Artemis SmartGARP UK Equity Pn | 0.45 | 1.00 | 12.11 | 33.81 | 50.48 | |
16 | Aegon BlackRock 40/60 Global Equity Tracker Pn | 0.45 | 0.00 | 13.21 | 24.54 | 46.79 | |
17 | Aegon BlackRock 50/50 Equity and Bond Tracker Lifestyle Pn | 0.45 | 0.00 | 3.59 | -12.27 | -0.53 | |
18 | Aegon BlackRock 50/50 Equity and Bond Tracker Pn | 0.45 | 0.00 | 3.59 | -12.27 | -0.53 | |
19 | Aegon Blackrock 50/50 Global Equity Tracker Pn | 0.45 | 0.00 | 10.06 | 22.16 | 38.81 | n/a |
20 | Aegon BlackRock Consensus Lifestyle Pn | 0.45 | 0.00 | 7.55 | 11.42 | 25.87 | |
21 | Aegon BlackRock Consensus Pn | 0.45 | 0.00 | 7.55 | 11.42 | 25.87 | |
22 | Aegon BlackRock Developed Markets Sustainable Equity Pn | 0.45 | 0.00 | 15.15 | 12.27 | 30.66 | |
23 | Aegon BlackRock European Equity Tracker Pn | 0.45 | 0.00 | 7.79 | 19.86 | 45.35 | n/a |
24 | Aegon BlackRock Japanese Equity Tracker Pn | 0.45 | 0.00 | 17.73 | 14.85 | 37.27 | n/a |
25 | Aegon BlackRock Over 15 Years Corporate Bond Tracker Pn | 0.45 | 0.00 | 1.15 | -32.48 | -22.79 | |
26 | Aegon BlackRock Over 15 Years UK Gilt Tracker Pn | 0.45 | 0.00 | -6.75 | -44.50 | -39.11 | n/a |
27 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 0.45 | 0.00 | 1.50 | -5.48 | 15.77 | |
28 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 0.45 | 0.00 | 1.50 | -5.48 | 15.77 | |
29 | Aegon BlackRock UK Equity Tracker Pn | 0.45 | 0.00 | 3.79 | 17.31 | 17.74 | n/a |
30 | Aegon BlackRock UK Index-Linked Gilt Tracker Pn | 0.45 | 0.00 | -7.65 | -38.72 | -33.18 | n/a |
31 | Aegon BlackRock US Equity Tracker Pn | 0.45 | 0.00 | 25.23 | 37.31 | 87.33 | n/a |
32 | Aegon BlackRock US Equity Tracker Pn | 0.45 | 0.00 | 25.23 | 37.31 | 87.33 | n/a |
33 | Aegon BlackRock World (ex-UK) Equity Tracker Pn | 0.45 | 0.00 | 19.73 | 28.56 | 67.47 | n/a |
34 | Aegon BNY Mellon Global Income Pn | 0.45 | 1.00 | 4.32 | 27.32 | 43.19 | |
35 | Aegon BNY Mellon Multi-Asset Balanced Pn | 0.45 | 0.00 | 8.79 | 20.08 | 43.47 | |
36 | Aegon BNY Mellon Multi-Asset Growth Pn | 0.45 | 0.00 | 6.99 | 17.30 | 47.27 | |
37 | Aegon BNY Mellon UK Income Pn | 0.45 | 0.00 | 8.45 | 34.97 | 40.84 | |
38 | Aegon Ninety One Global Income Opportunities Pn | 0.45 | 1.00 | 1.96 | -8.24 | -7.09 | |
39 | Aegon Schroder Global Cities Property Income Pn | 0.45 | 1.00 | 2.53 | -5.83 | 4.49 | |
40 | Aegon UK Corporate Bond Pn | 0.45 | 0.00 | 5.09 | -13.39 | -4.28 | |
41 | Balanced Lifestyle Pn | 0.45 | 0.00 | 7.25 | 5.04 | 31.82 | |
42 | Balanced Passive Pn | 0.45 | 0.00 | 8.78 | 12.24 | 26.82 | |
43 | Cash Pn | 0.45 | 0.00 | 4.23 | 5.09 | 4.10 | |
44 | Cautious Lifestyle Pn | 0.45 | 0.00 | 7.50 | 6.31 | 10.98 | |
45 | Cautious Lifestyle Pn | 0.45 | 0.00 | 7.50 | 6.31 | 10.98 | |
46 | Distribution Pn | 0.45 | 0.00 | 7.50 | 6.31 | 10.98 | |
47 | Distribution Pn | 0.45 | 0.00 | 7.50 | 6.31 | 10.98 | |
48 | Dynamic Lifestyle Pn | 0.45 | 0.00 | 16.29 | 14.94 | 65.63 | |
49 | Ethical Pn | 0.45 | 0.00 | 9.17 | -5.81 | 13.35 | |
50 | European Pn | 0.45 | 0.00 | 9.68 | 22.47 | 55.19 | |
51 | European Tactical Pn | 0.45 | 0.00 | 9.38 | 23.32 | 58.65 | |
52 | External Balanced Collection Pn | 0.45 | 0.00 | 8.67 | 6.22 | 28.33 | |
53 | External Stockmarket Collection Pn | 0.45 | 0.00 | 11.48 | 16.59 | 37.57 | |
54 | Global Equity Tracker Pn | 0.45 | 0.00 | 12.10 | 25.20 | 43.83 | n/a |
55 | Global Pn | 0.45 | 0.00 | 16.29 | 14.94 | 65.63 | |
56 | High Yield Corporate Bond Pn | 0.45 | 0.00 | 10.17 | -0.41 | 11.64 | |
57 | Index-Linked Pn | 0.45 | 0.00 | -5.96 | -32.96 | -27.48 | |
58 | International Pn | 0.45 | 0.00 | 20.84 | 18.65 | 82.67 | |
59 | Japan Pn | 0.45 | 1.00 | 18.39 | 7.99 | 32.08 | |
60 | Kames Enhanced Corporate Bond Pn | 0.45 | 0.00 | 5.09 | -13.39 | -4.28 | |
61 | Kames Enhanced Long Corp Bd Pn | 0.45 | 0.00 | 2.03 | -28.42 | -18.89 | |
62 | Long Gilt Pn | 0.45 | 0.00 | -6.66 | -43.93 | -38.48 | |
63 | North American Pn | 0.45 | 0.00 | 22.94 | 34.88 | 81.28 | n/a |
64 | Overseas Bond Pn | 0.45 | 0.00 | -3.68 | -10.66 | -8.75 | |
65 | Overseas Equity Tracker Pn | 0.45 | 0.00 | 19.25 | 28.36 | 67.25 | n/a |
66 | Overseas Tactical Pn | 0.45 | 0.00 | 20.84 | 18.65 | 82.67 | |
67 | Pacific Pn | 0.45 | 0.00 | 4.82 | -11.26 | 20.77 | |
68 | Property Pn | 0.45 | 0.00 | -2.96 | -7.34 | -10.81 | n/a |
69 | Property Pn | 0.45 | 0.00 | -2.96 | -7.34 | -10.81 | n/a |
70 | Scot Eq Global Equity Tracker Lifestyle Pn | 0.45 | 0.00 | 12.10 | 25.20 | 43.83 | n/a |
71 | Scot Eq Janus Henderson Cautious Managed Pn | 0.45 | 1.00 | 2.07 | 1.79 | 9.72 | |
72 | Scot Eq Janus Henderson US Growth Pn | 0.45 | 1.00 | 30.59 | 26.66 | 81.10 | |
73 | Scot Eq Mixed Pn | 0.45 | 0.00 | 7.25 | 5.04 | 31.82 | |
74 | Scot Eq UK Fixed Interest and Global Equity Tracker Lifestyle Pn | 0.45 | 0.00 | 6.99 | 1.29 | 13.99 | n/a |
75 | Scottish Equitable (ex-Insight DTR) BlackRock Diversified Dynamic Growth Pn | 0.45 | 1.00 | 6.69 | 1.11 | 13.55 | |
76 | Scottish Equitable Artemis Income Pn | 0.45 | 1.00 | 7.75 | 20.87 | 29.42 | |
77 | Scottish Equitable Artemis UK Special Situations Pn | 0.45 | 1.00 | 10.06 | 8.15 | 33.24 | |
78 | Scottish Equitable Baillie Gifford 60/40 Worldwide Equity Pn | 0.45 | 0.00 | 4.59 | -12.32 | 19.00 | |
79 | Scottish Equitable Baillie Gifford High Yield Bond Pn | 0.45 | 1.00 | 12.05 | -2.75 | 4.41 | |
80 | Scottish Equitable Baillie Gifford International Pn | 0.45 | 0.00 | 16.37 | -3.07 | 45.92 | |
81 | Scottish Equitable Baillie Gifford UK Equity Pn | 0.45 | 0.00 | 0.49 | -4.92 | 3.98 | |
82 | Scottish Equitable BlackRock Balanced Managed Pn | 0.45 | 0.00 | 9.44 | 7.99 | 34.49 | |
83 | Scottish Equitable BlackRock Balanced Managed Pn | 0.45 | 0.00 | 9.44 | 7.99 | 34.49 | n/a |
84 | Scottish Equitable BlackRock Gold and General Pn | 0.45 | 1.00 | -2.29 | -6.75 | 53.70 | |
85 | Scottish Equitable BlackRock UK Pn | 0.45 | 1.00 | 6.77 | -6.77 | 9.88 | |
86 | Scottish Equitable BlackRock UK Smaller Companies Pn | 0.45 | 1.00 | 4.07 | -22.16 | 9.43 | |
87 | Scottish Equitable BlackRock UK Special Situations Pn | 0.45 | 1.00 | 1.94 | -6.56 | 6.32 | |
88 | Scottish Equitable BlackRock US Dynamic Pn | 0.45 | 1.00 | 19.41 | 34.06 | 81.09 | |
89 | Scottish Equitable Fidelity Asia Pn | 0.45 | 1.00 | 4.15 | -21.81 | 3.70 | |
90 | Scottish Equitable Fidelity European Pn | 0.45 | 1.00 | 6.97 | 28.04 | 57.42 | |
91 | Scottish Equitable Invesco Asian Pn | 0.45 | 1.00 | 2.48 | -0.62 | 26.74 | |
92 | Scottish Equitable Invesco Balanced Managed Pn | 0.45 | 0.00 | 12.22 | 25.58 | 29.99 | |
93 | Scottish Equitable Invesco Corporate Bond Pn | 0.45 | 1.00 | 5.59 | -7.71 | -0.32 | |
94 | Scottish Equitable Invesco Income Pn | 0.45 | 1.00 | 6.75 | 17.23 | -4.10 | |
95 | Scottish Equitable Invesco Stockmarket Managed Pn | 0.45 | 0.00 | 18.42 | 38.95 | 51.86 | |
96 | Scottish Equitable JPMorgan Europe Dynamic ex-UK Pn | 0.45 | 1.00 | 11.92 | 27.21 | 56.26 | |
97 | Scottish Equitable JPMorgan Natural Resources Pn | 0.45 | 1.00 | 6.20 | 46.60 | 56.98 | |
98 | Scottish Equitable Lazard Balanced Managed Pn | 0.45 | 0.00 | 5.67 | 4.51 | 22.39 | |
99 | Scottish Equitable Lazard European Smaller Companies Pn | 0.45 | 0.00 | 1.54 | -11.59 | 16.17 | |
100 | Scottish Equitable Lazard Managed Equity Pn | 0.45 | 0.00 | 8.34 | 19.12 | 40.16 | |
101 | Scottish Equitable Man Balanced Managed Pn | 0.45 | 0.00 | 12.17 | 20.14 | 28.95 | |
102 | Scottish Equitable Man Stockmarket Managed Pn | 0.45 | 0.00 | 14.81 | 24.97 | 37.56 | |
103 | Scottish Equitable Schroder Income Pn | 0.45 | 1.00 | 5.03 | 28.74 | 20.03 | |
104 | Scottish Equitable Schroder Tokyo Pn | 0.45 | 1.00 | 16.40 | 18.99 | 30.66 | |
105 | Scottish Equitable Schroder UK Alpha Plus Pn | 0.45 | 1.00 | -5.52 | -3.68 | 5.46 | |
106 | Scottish Equitable Schroder UK Mid-250 Pn | 0.45 | 1.00 | 10.47 | 2.00 | 18.99 | |
107 | Scottish Equitable Schroder UK Smaller Companies Pn | 0.45 | 1.00 | 10.88 | -24.13 | 14.25 | |
108 | Scottish Equitable Stewart Investors Asia Pacific Leaders Sustainability Pn | 0.45 | 1.00 | 4.34 | 3.07 | 26.93 | |
109 | Scottish Equitable UBS Balanced Managed Pn | 0.45 | 0.00 | 5.52 | -0.07 | 8.66 | |
110 | Scottish Equitable UBS Global Emerging Markets Equity Pn | 0.45 | 0.00 | 7.81 | -17.25 | 2.97 | |
111 | Scottish Equitable UBS US Equity Pn | 0.45 | 0.00 | 21.90 | 32.11 | 79.73 | |
112 | Select Reserve Pn | 0.45 | 0.00 | 0.31 | -16.30 | -11.90 | |
113 | Socially Responsible Equity Pn | 0.45 | 1.00 | 3.90 | -18.03 | 2.16 | |
114 | Technology Pn | 0.45 | 0.00 | 36.80 | 46.66 | 184.74 | |
115 | UBS Stockmarket Managed Pn | 0.45 | 0.00 | 18.42 | 38.96 | 44.23 | |
116 | UBS Stockmarket Managed Pn | 0.45 | 0.00 | 18.42 | 38.96 | 44.23 | |
117 | UK Equity Pn | 0.45 | 0.00 | 4.33 | 11.67 | 22.16 | |
118 | UK Equity Tactical Pn | 0.45 | 0.00 | 4.30 | 1.46 | 15.37 | |
119 | UK Fixed Interest and Global Equity Tracker Pn | 0.45 | 0.00 | 6.99 | 1.29 | 13.99 | n/a |
120 | UK Fixed Interest Pn | 0.45 | 0.00 | 1.88 | -18.92 | -12.03 | |
121 | UK Government Bond Pn | 0.45 | 0.00 | -1.83 | -24.83 | -20.91 | |
122 | UK Index Tracker Pn | 0.45 | 0.00 | 5.30 | 19.91 | 21.20 | n/a |
123 | UK Long Corporate Bond Pn | 0.45 | 0.00 | 2.03 | -28.42 | -18.89 | |
124 | UK Smaller Companies Pn | 0.45 | 0.00 | 7.18 | -23.69 | -0.70 | |
125 | Universal Balanced Collection Pn | 0.45 | 0.00 | 10.27 | 8.78 | 30.39 | |
126 | With Profit Growth Pn | 0.45 | 0.00 | 6.94 | 16.07 | 28.81 | n/a (sector not rated) |
127 | With-Profits Cautious Pn | 0.45 | 0.00 | 5.27 | 3.34 | 15.92 | n/a (sector not rated) |