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You are here: Group Factsheet

Pension Funds / Aegon/Scottish Equitable plc

Group Stakeholder Pension Plan

Fund overview
Funds available within this product77
Number of funds holdable at same time10
Fund switching availabletick
Unlimited free switchescross
Number of free switches p.a20
Switching charge (£/%)0 %
No minimum switchcross
Minimum amount per switch (£/%)£ 1000

Aegon/Scottish Equitable plc

User rating:

star rating :

Based on 121 respondent(s)
77 funds available
Annual Charges
RankName Basic Additional 1y 3y 5y FE fundinfo Crown rating 
150/50 Cautious Managed Collection Pn0.500.151.4211.7833.343
260/40 Cautious Mgd Collection Pn0.500.152.8612.3832.564
370/30 Defensive Managed Collection Pn0.500.103.9612.6831.534
480/20 Defensive Mgd Collection Pn0.500.055.2613.2130.874
5Aegon (ex NT) BlackRock 50/50 Global Equity Pn0.500.55-7.682.8332.35n/a
6Aegon (ex NT) BlackRock Consensus Pn0.500.55-1.259.2035.691
7Aegon BlackRock 40/60 Global Equity Tracker Pn0.500.00-3.7411.2247.022
8Aegon BlackRock 50/50 Equity and Bond Tracker Lifestyle Pn0.500.003.5615.0544.174
9Aegon BlackRock 50/50 Equity and Bond Tracker Pn0.500.003.5615.0544.174
10Aegon Blackrock 50/50 Global Equity Tracker Pn0.500.00-7.682.8332.35n/a
11Aegon BlackRock Consensus Lifestyle Pn0.500.00-1.259.2035.691
12Aegon BlackRock Consensus Pn0.500.00-1.259.2035.691
13Aegon BlackRock European Equity Tracker Pn0.500.00-2.846.1042.12n/a
14Aegon BlackRock Japanese Equity Tracker Pn0.500.001.909.8644.12n/a
15Aegon BlackRock Over 15 Years Corporate Bond Tracker Pn0.500.0012.4522.9848.074
16Aegon BlackRock Over 15 Years UK Gilt Tracker Pn0.500.0016.9729.2154.81n/a
17Aegon BlackRock Pacific Rim Equity Tracker Pn0.500.00-7.132.9041.592
18Aegon BlackRock Pacific Rim Equity Tracker Pn0.500.00-7.132.9041.592
19Aegon BlackRock UK Equity Tracker Pn0.500.00-15.00-8.689.70n/a
20Aegon BlackRock UK Index Linked Gilt Tracker Pn0.500.0010.1022.1248.93n/a
21Aegon BlackRock US Equity Tracker Pn0.500.007.9139.01100.47n/a
22Aegon BlackRock World (ex UK) Equity Tracker Pn0.500.004.1626.1476.70n/a
23Aegon BNY Mellon Multi-Asset Balanced Pn0.500.400.2112.4732.914
24Aegon BNY Mellon Multi-Asset Growth Pn0.500.00-1.0313.6540.664
25Aegon UK Corporate Bond Pn0.500.005.9012.4527.992
26Baillie Gifford 60/40 Worldwide Equity Pn0.500.351.6822.4059.60n/a (short history)
27Baillie Gifford UK Equity Pn0.500.35-12.360.0016.42n/a (short history)
28Balanced Lifestyle Pn0.500.004.9416.1339.983
29Balanced Passive Pn0.500.00-2.227.9533.903
30BlackRock Aquila 40/60 Global Equity Index LifeStyle Pn0.500.00-3.3512.5649.992
31BlackRock Balanced Managed Pn0.500.253.1216.5338.123
32BlackRock Balanced Managed Pn0.500.253.1216.5338.124
33BlackRock Global Equity Pn0.500.30-2.286.1542.011
34Cash Pn0.500.00-0.21-0.93-1.864
35Cautious Life Style Pn0.500.00-4.330.8815.342
36Distribution Pn0.500.00-4.330.8815.342
37Dynamic Lifestyle Pn0.500.009.5227.7165.293
38Ethical Pn0.500.00-5.460.187.823
39European Tactical Pn0.500.001.0110.5139.433
40External Balanced Collection Pn0.500.350.5312.9334.483
41External Stockmarket Collection Pn0.500.25-5.577.8934.273
42Global Equity Tracker Pn0.500.00-6.077.3436.832
43Global Pn0.500.009.5227.7165.293
44High Yield Corporate Bond Pn0.500.000.677.5618.953
45Index Linked Pn0.500.009.2818.4144.921
46International Pn0.500.0014.9840.7488.894
47Japan Pn0.500.00-0.313.3536.822
48Lazard Balanced Managed Pn0.500.35-2.7512.1634.234
49Lazard Managed Equity Pn0.500.35-7.748.9136.472
50Long Gilt Pn0.500.0017.1028.4355.511
51Man Balanced Managed Pn0.500.25-6.48-0.7812.652
52Man Stockmarket Managed Pn0.500.35-5.242.5516.733
53North American Pn0.500.007.2936.5189.87n/a
54Overseas Bond Pn0.500.005.9113.4345.612
55Overseas Eq Tracker Pn0.500.004.2125.3873.113
56Pacific Pn0.500.007.0824.9971.484
57Scot Eq Global Equity Tracker Lifestyle0.500.00-6.077.3436.832
58Scot Eq Mixed Pn0.500.004.9416.1339.983
59Scottish Equitable Invesco Balanced Managed Pn0.500.30-11.65-7.0413.381
60Scottish Equitable Invesco Stockmarket Managed Pn0.500.30-10.99-1.4726.832
61Stakeholder Default Pn0.500.00-2.429.3135.373
62Technology Pn0.500.0045.44121.39265.375
63UBS Balanced Managed Pn0.500.25-7.822.0518.063
64UBS Global Emerging Markets Pn0.500.25-0.6220.8066.694
65UBS Stockmarket Managed Pn0.500.30-16.50-7.7117.082
66UK Equity Pn0.500.00-10.95-5.178.852
67UK Equity Tactical Pn0.500.00-9.12-6.407.972
68UK Figet Pn0.500.001.1811.5634.723
69UK Fixed Interest Pn0.500.007.8113.9428.773
70UK Government Bond Pn0.500.009.1214.4027.402
71UK Index Tracker Pn0.500.00-15.59-9.166.77n/a
72UK Long Corporate Bond Pn0.500.0010.0719.7442.174
73UK Smaller Companies Pn0.500.00-6.307.4525.692
74Universal Balanced Collection Pn0.500.000.9711.2436.873
75Universal Lifestyle Collection Pn0.500.000.9711.2436.873
76With Profit Cautious Pn0.500.003.6013.2030.86n/a (sector not rated)
77With Profit Growth Pn0.500.00-2.119.3528.72n/a (sector not rated)
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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