Investments

Group Stakeholder Pension Plan

Fund overview
Funds available within this product	77
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)

77 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	0.15	1.42	11.78	33.34
2	60/40 Cautious Mgd Collection Pn	0.50	0.15	2.86	12.38	32.56
3	70/30 Defensive Managed Collection Pn	0.50	0.10	3.96	12.68	31.53
4	80/20 Defensive Mgd Collection Pn	0.50	0.05	5.26	13.21	30.87
5	Aegon (ex NT) BlackRock 50/50 Global Equity Pn	0.50	0.55	-7.68	2.83	32.35	n/a
6	Aegon (ex NT) BlackRock Consensus Pn	0.50	0.55	-1.25	9.20	35.69
7	Aegon BlackRock 40/60 Global Equity Tracker Pn	0.50	0.00	-3.74	11.22	47.02
8	Aegon BlackRock 50/50 Equity and Bond Tracker Lifestyle Pn	0.50	0.00	3.56	15.05	44.17
9	Aegon BlackRock 50/50 Equity and Bond Tracker Pn	0.50	0.00	3.56	15.05	44.17
10	Aegon Blackrock 50/50 Global Equity Tracker Pn	0.50	0.00	-7.68	2.83	32.35	n/a
11	Aegon BlackRock Consensus Lifestyle Pn	0.50	0.00	-1.25	9.20	35.69
12	Aegon BlackRock Consensus Pn	0.50	0.00	-1.25	9.20	35.69
13	Aegon BlackRock European Equity Tracker Pn	0.50	0.00	-2.84	6.10	42.12	n/a
14	Aegon BlackRock Japanese Equity Tracker Pn	0.50	0.00	1.90	9.86	44.12	n/a
15	Aegon BlackRock Over 15 Years Corporate Bond Tracker Pn	0.50	0.00	12.45	22.98	48.07
16	Aegon BlackRock Over 15 Years UK Gilt Tracker Pn	0.50	0.00	16.97	29.21	54.81	n/a
17	Aegon BlackRock Pacific Rim Equity Tracker Pn	0.50	0.00	-7.13	2.90	41.59
18	Aegon BlackRock Pacific Rim Equity Tracker Pn	0.50	0.00	-7.13	2.90	41.59
19	Aegon BlackRock UK Equity Tracker Pn	0.50	0.00	-15.00	-8.68	9.70	n/a
20	Aegon BlackRock UK Index Linked Gilt Tracker Pn	0.50	0.00	10.10	22.12	48.93	n/a
21	Aegon BlackRock US Equity Tracker Pn	0.50	0.00	7.91	39.01	100.47	n/a
22	Aegon BlackRock World (ex UK) Equity Tracker Pn	0.50	0.00	4.16	26.14	76.70	n/a
23	Aegon BNY Mellon Multi-Asset Balanced Pn	0.50	0.40	0.21	12.47	32.91
24	Aegon BNY Mellon Multi-Asset Growth Pn	0.50	0.00	-1.03	13.65	40.66
25	Aegon UK Corporate Bond Pn	0.50	0.00	5.90	12.45	27.99
26	Baillie Gifford 60/40 Worldwide Equity Pn	0.50	0.35	1.68	22.40	59.60	n/a (short history)
27	Baillie Gifford UK Equity Pn	0.50	0.35	-12.36	0.00	16.42	n/a (short history)
28	Balanced Lifestyle Pn	0.50	0.00	4.94	16.13	39.98
29	Balanced Passive Pn	0.50	0.00	-2.22	7.95	33.90
30	BlackRock Aquila 40/60 Global Equity Index LifeStyle Pn	0.50	0.00	-3.35	12.56	49.99
31	BlackRock Balanced Managed Pn	0.50	0.25	3.12	16.53	38.12
32	BlackRock Balanced Managed Pn	0.50	0.25	3.12	16.53	38.12
33	BlackRock Global Equity Pn	0.50	0.30	-2.28	6.15	42.01
34	Cash Pn	0.50	0.00	-0.21	-0.93	-1.86
35	Cautious Life Style Pn	0.50	0.00	-4.33	0.88	15.34
36	Distribution Pn	0.50	0.00	-4.33	0.88	15.34
37	Dynamic Lifestyle Pn	0.50	0.00	9.52	27.71	65.29
38	Ethical Pn	0.50	0.00	-5.46	0.18	7.82
39	European Tactical Pn	0.50	0.00	1.01	10.51	39.43
40	External Balanced Collection Pn	0.50	0.35	0.53	12.93	34.48
41	External Stockmarket Collection Pn	0.50	0.25	-5.57	7.89	34.27
42	Global Equity Tracker Pn	0.50	0.00	-6.07	7.34	36.83
43	Global Pn	0.50	0.00	9.52	27.71	65.29
44	High Yield Corporate Bond Pn	0.50	0.00	0.67	7.56	18.95
45	Index Linked Pn	0.50	0.00	9.28	18.41	44.92
46	International Pn	0.50	0.00	14.98	40.74	88.89
47	Japan Pn	0.50	0.00	-0.31	3.35	36.82
48	Lazard Balanced Managed Pn	0.50	0.35	-2.75	12.16	34.23
49	Lazard Managed Equity Pn	0.50	0.35	-7.74	8.91	36.47
50	Long Gilt Pn	0.50	0.00	17.10	28.43	55.51
51	Man Balanced Managed Pn	0.50	0.25	-6.48	-0.78	12.65
52	Man Stockmarket Managed Pn	0.50	0.35	-5.24	2.55	16.73
53	North American Pn	0.50	0.00	7.29	36.51	89.87	n/a
54	Overseas Bond Pn	0.50	0.00	5.91	13.43	45.61
55	Overseas Eq Tracker Pn	0.50	0.00	4.21	25.38	73.11
56	Pacific Pn	0.50	0.00	7.08	24.99	71.48
57	Scot Eq Global Equity Tracker Lifestyle	0.50	0.00	-6.07	7.34	36.83
58	Scot Eq Mixed Pn	0.50	0.00	4.94	16.13	39.98
59	Scottish Equitable Invesco Balanced Managed Pn	0.50	0.30	-11.65	-7.04	13.38
60	Scottish Equitable Invesco Stockmarket Managed Pn	0.50	0.30	-10.99	-1.47	26.83
61	Stakeholder Default Pn	0.50	0.00	-2.42	9.31	35.37
62	Technology Pn	0.50	0.00	45.44	121.39	265.37
63	UBS Balanced Managed Pn	0.50	0.25	-7.82	2.05	18.06
64	UBS Global Emerging Markets Pn	0.50	0.25	-0.62	20.80	66.69
65	UBS Stockmarket Managed Pn	0.50	0.30	-16.50	-7.71	17.08
66	UK Equity Pn	0.50	0.00	-10.95	-5.17	8.85
67	UK Equity Tactical Pn	0.50	0.00	-9.12	-6.40	7.97
68	UK Figet Pn	0.50	0.00	1.18	11.56	34.72
69	UK Fixed Interest Pn	0.50	0.00	7.81	13.94	28.77
70	UK Government Bond Pn	0.50	0.00	9.12	14.40	27.40
71	UK Index Tracker Pn	0.50	0.00	-15.59	-9.16	6.77	n/a
72	UK Long Corporate Bond Pn	0.50	0.00	10.07	19.74	42.17
73	UK Smaller Companies Pn	0.50	0.00	-6.30	7.45	25.69
74	Universal Balanced Collection Pn	0.50	0.00	0.97	11.24	36.87
75	Universal Lifestyle Collection Pn	0.50	0.00	0.97	11.24	36.87
76	With Profit Cautious Pn	0.50	0.00	3.60	13.20	30.86	n/a (sector not rated)
77	With Profit Growth Pn	0.50	0.00	-2.11	9.35	28.72	n/a (sector not rated)

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