Investments

Individual Stakeholder Pension Plan

Fund overview
Funds available within this product	81
Number of funds holdable at same time	10
Fund switching available
Unlimited free switches
Number of free switches p.a	20
Switching charge (£/%)	0 %
No minimum switch
Minimum amount per switch (£/%)	£ 1000

Aegon/Scottish Equitable plc

User rating:

Based on 121 respondent(s)

81 funds available


		Annual Charges		Performance
Rank	Name	Basic	Additional	1y	3y	5y	FE fundinfo Crown rating
1	50/50 Cautious Managed Collection Pn	0.50	0.00	4.79	19.06	15.26
2	60/40 Cautious Managed Collection Pn	0.50	0.00	3.71	15.91	7.76
3	70/30 Defensive Managed Collection Pn	0.50	0.00	2.25	12.74	0.74
4	80/20 Defensive Managed Collection Pn	0.50	0.00	1.19	10.11	-5.54
5	Aegon (ex NT) BlackRock 50/50 Global Equity Pn	0.50	1.00	13.29	37.22	64.39	n/a
6	Aegon (ex NT) BlackRock Consensus Pn	0.50	1.00	8.61	24.28	36.57
7	Aegon BlackRock 40/60 Global Equity Tracker Pn	0.50	0.00	12.51	37.65	69.64
8	Aegon BlackRock 50/50 Equity and Bond Tracker Lifestyle Pn	0.50	0.00	1.88	12.95	-1.54
9	Aegon BlackRock 50/50 Equity and Bond Tracker Pn	0.50	0.00	1.88	12.95	-1.54
10	Aegon Blackrock 50/50 Global Equity Tracker Pn	0.50	0.00	13.75	38.88	67.71	n/a
11	Aegon BlackRock Consensus Lifestyle Pn	0.50	0.00	8.61	24.28	36.57
12	Aegon BlackRock Consensus Pn	0.50	0.00	8.61	24.28	36.57
13	Aegon BlackRock Developed Markets Sustainable Equity Pn	0.50	0.00	2.45	21.48	31.02
14	Aegon BlackRock European Equity Tracker Pn	0.50	0.00	10.09	39.97	49.21	n/a
15	Aegon BlackRock Japanese Equity Tracker Pn	0.50	0.00	16.23	37.95	40.86	n/a
16	Aegon BlackRock Over 15 Years Corporate Bond Tracker Pn	0.50	0.00	-5.13	-0.62	-34.58
17	Aegon BlackRock Over 15 Years UK Gilt Tracker Pn	0.50	0.00	-12.50	-18.96	-51.96	n/a
18	Aegon BlackRock Pacific Rim Equity Tracker Pn	0.50	0.00	14.17	17.95	34.22
19	Aegon BlackRock Pacific Rim Equity Tracker Pn	0.50	0.00	14.17	17.95	34.22
20	Aegon BlackRock UK Equity Tracker Pn	0.50	0.00	8.50	27.09	57.31	n/a
21	Aegon BlackRock UK Index-Linked Gilt Tracker Pn	0.50	0.00	-13.83	-22.44	-45.94	n/a
22	Aegon BlackRock US Equity Tracker Pn	0.50	0.00	15.33	48.58	93.46	n/a
23	Aegon BlackRock US Equity Tracker Pn	0.50	0.00	15.33	48.58	93.46	n/a
24	Aegon BlackRock World (ex-UK) Equity Tracker Pn	0.50	0.00	14.57	43.47	75.87	n/a
25	Aegon BNY Mellon Multi-Asset Balanced Pn	0.50	0.00	7.70	26.93	48.87
26	Aegon BNY Mellon Multi-Asset Growth Pn	0.50	0.00	10.16	24.18	56.92
27	Aegon UK Corporate Bond Pn	0.50	0.00	2.33	12.75	-7.37
28	Annuity Target Pn	0.50	0.00	-8.27	-14.87	-49.19
29	Balanced Lifestyle Pn	0.50	0.00	9.04	23.47	32.32
30	Balanced Passive Pn	0.50	0.00	10.25	29.19	41.43	n/a
31	Cash Pn	0.50	0.00	3.70	11.56	10.24
32	Cautious Lifestyle Pn	0.50	0.00	5.51	19.58	22.44
33	Cautious Lifestyle Pn	0.50	0.00	5.51	19.58	22.44
34	Distribution Pn	0.50	0.00	5.51	19.58	22.44
35	Distribution Pn	0.50	0.00	5.51	19.58	22.44
36	Dynamic Lifestyle Pn	0.50	0.00	12.65	38.19	56.93
37	Ethical Pn	0.50	0.00	-1.48	22.70	25.85
38	European Tactical Pn	0.50	0.00	9.88	38.46	48.59
39	External Balanced Collection Pn	0.50	0.00	9.65	26.01	35.89
40	External Stockmarket Collection Pn	0.50	0.00	10.29	33.73	57.48
41	Global Equity Tracker Pn	0.50	0.00	13.72	39.39	73.21
42	Global Pn	0.50	0.00	12.65	38.19	56.93
43	High Yield Corporate Bond Pn	0.50	0.00	7.13	26.27	17.82
44	Index-Linked Pn	0.50	0.00	-11.18	-17.61	-39.46
45	International Pn	0.50	0.00	12.34	42.22	60.13
46	Japan Pn	0.50	0.00	15.82	36.00	36.51
47	North American Pn	0.50	0.00	14.62	43.60	87.63	n/a
48	Overseas Bond Pn	0.50	0.00	-3.17	-10.46	-19.93
49	Overseas Equity Tracker Pn	0.50	0.00	14.42	42.29	75.03
50	Pacific Pn	0.50	0.00	22.85	27.19	28.83
51	Scot Eq Global Equity Tracker Lifestyle Pn	0.50	0.00	13.72	39.39	73.21
52	Scot Eq Mixed Pn	0.50	0.00	9.04	23.47	32.32
53	Scottish Equitable Baillie Gifford 60/40 Worldwide Equity Pn	0.50	0.00	9.82	29.70	24.96
54	Scottish Equitable Baillie Gifford UK Equity Pn	0.50	0.00	6.92	32.15	37.24
55	Scottish Equitable BlackRock Balanced Managed Pn	0.50	0.00	10.89	27.40	40.79	n/a
56	Scottish Equitable BlackRock Balanced Managed Pn	0.50	0.00	10.89	27.40	40.79
57	Scottish Equitable Invesco Balanced Managed Pn	0.50	0.00	13.84	38.28	68.90
58	Scottish Equitable Invesco Stockmarket Managed Pn	0.50	0.00	17.55	51.33	101.73
59	Scottish Equitable Lazard Balanced Managed Pn	0.50	0.00	3.94	19.80	29.05
60	Scottish Equitable Lazard Managed Equity Pn	0.50	0.00	3.87	21.99	51.13
61	Scottish Equitable Man Balanced Managed Pn	0.50	0.00	8.66	28.77	49.37
62	Scottish Equitable Man Stockmarket Managed Pn	0.50	0.00	9.73	32.67	57.65
63	Scottish Equitable UBS Balanced Managed Pn	0.50	0.00	11.32	22.99	31.58
64	Scottish Equitable UBS Global Emerging Markets Equity Pn	0.50	0.00	25.40	21.58	16.91
65	Stakeholder Default Pn	0.50	0.00	8.59	24.56	38.81
66	Technology Pn	0.50	0.00	29.51	110.25	155.73
67	UBS Stockmarket Managed Pn	0.50	0.00	17.55	51.33	111.54
68	UBS Stockmarket Managed Pn	0.50	0.00	17.55	51.33	111.54
69	UK Equity Pn	0.50	0.00	9.36	29.20	53.91
70	UK Equity Tactical Pn	0.50	0.00	6.20	22.14	34.56
71	UK Figet Pn	0.50	0.00	6.15	21.11	20.49
72	UK Figet Pn	0.50	0.00	6.15	21.11	20.49
73	UK Fixed Interest Pn	0.50	0.00	-1.23	4.34	-17.88
74	UK Government Bond Pn	0.50	0.00	-4.23	-4.04	-27.94
75	UK Index Tracker Pn	0.50	0.00	12.92	35.49	68.20	n/a
76	UK Long Corporate Bond Pn	0.50	0.00	-3.86	2.88	-27.90
77	UK Smaller Companies Pn	0.50	0.00	-5.03	7.54	1.23
78	Universal Balanced Collection Pn	0.50	0.00	12.74	33.41	42.86
79	Universal Lifestyle Collection Pn	0.50	0.00	12.74	33.41	42.86
80	With Profit Growth Pn	0.50	0.00	9.09	23.31	43.26	n/a (sector not rated)
81	With-Profits Cautious Pn	0.50	0.00	5.18	14.50	17.71	n/a (sector not rated)

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