| | Annual Charges | Performance | |
Rank | Name | Basic | Additional | 1y | 3y | 5y | FE fundinfo Crown rating |
1 | 50/50 Cautious Managed Collection Pn | 1.00 | 0.00 | 6.32 | -2.41 | 11.30 | |
2 | 60/40 Cautious Managed Collection Pn | 1.00 | 0.00 | 5.27 | -6.09 | 6.19 | |
3 | 70/30 Defensive Managed Collection Pn | 1.00 | 0.00 | 4.25 | -9.36 | 1.38 | |
4 | 80/20 Defensive Managed Collection Pn | 1.00 | 0.00 | 3.25 | -12.55 | -3.14 | |
5 | Aegon (ex NT) BlackRock 50/50 Bond & Equity Pn | 1.00 | 1.00 | 2.92 | -12.71 | -1.19 | |
6 | Aegon (ex NT) BlackRock 50/50 Global Equity Pn | 1.00 | 1.00 | 8.87 | 19.63 | 35.10 | n/a |
7 | Aegon (ex NT) BlackRock Consensus Pn | 1.00 | 1.00 | 6.85 | 10.65 | 25.07 | |
8 | Aegon AM Core Plus Pn | 1.00 | 0.00 | 0.55 | -21.22 | -14.56 | |
9 | Aegon AM Ethical Corporate Bond Pn | 1.00 | 1.00 | 4.29 | -13.60 | -5.49 | |
10 | Aegon AM High Yield Bond Pn | 1.00 | 1.00 | 12.65 | 6.58 | 18.35 | |
11 | Aegon AM Investment Grade Bond Pn | 1.00 | 1.00 | 5.50 | -11.57 | -2.03 | |
12 | Aegon AM Sterling Corporate Bond Pn | 1.00 | 1.00 | 5.42 | -11.83 | -3.24 | |
13 | Aegon AM Strategic Bond Pn | 1.00 | 1.00 | 5.51 | -9.28 | 10.20 | |
14 | Aegon AM UK Sustainable Opportunities Pn | 1.00 | 1.00 | 7.51 | -15.00 | 10.13 | |
15 | Aegon Artemis SmartGARP UK Equity Pn | 1.00 | 1.00 | 12.40 | 33.47 | 51.53 | |
16 | Aegon BlackRock 40/60 Global Equity Tracker Pn | 1.00 | 0.00 | 12.51 | 23.63 | 45.84 | |
17 | Aegon BlackRock 50/50 Equity and Bond Tracker Pn | 1.00 | 0.00 | 2.92 | -12.71 | -1.19 | |
18 | Aegon Blackrock 50/50 Global Equity Tracker Pn | 1.00 | 0.00 | 9.31 | 21.08 | 37.83 | n/a |
19 | Aegon BlackRock Consensus Lifestyle Pn | 1.00 | 0.00 | 6.85 | 10.65 | 25.07 | |
20 | Aegon BlackRock Consensus Pn | 1.00 | 0.00 | 6.85 | 10.65 | 25.07 | |
21 | Aegon BlackRock Developed Markets Sustainable Equity Pn | 1.00 | 0.00 | 14.08 | 11.19 | 29.55 | |
22 | Aegon BlackRock European Equity Tracker Pn | 1.00 | 0.00 | 6.70 | 18.03 | 43.94 | n/a |
23 | Aegon BlackRock Japanese Equity Tracker Pn | 1.00 | 0.00 | 13.90 | 11.84 | 32.34 | n/a |
24 | Aegon BlackRock Over 15 Years Corporate Bond Tracker Pn | 1.00 | 0.00 | 0.78 | -32.48 | -23.15 | |
25 | Aegon BlackRock Over 15 Years UK Gilt Tracker Pn | 1.00 | 0.00 | -7.50 | -44.61 | -39.57 | n/a |
26 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 1.00 | 0.00 | 1.95 | -6.29 | 15.11 | |
27 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 1.00 | 0.00 | 1.95 | -6.29 | 15.11 | |
28 | Aegon BlackRock UK Equity Tracker Pn | 1.00 | 0.00 | 4.10 | 17.56 | 18.55 | n/a |
29 | Aegon BlackRock UK Index-Linked Gilt Tracker Pn | 1.00 | 0.00 | -8.41 | -38.95 | -33.76 | n/a |
30 | Aegon BlackRock US Equity Tracker Pn | 1.00 | 0.00 | 23.73 | 35.62 | 84.59 | n/a |
31 | Aegon BlackRock US Equity Tracker Pn | 1.00 | 0.00 | 23.73 | 35.62 | 84.59 | n/a |
32 | Aegon BlackRock World (ex-UK) Equity Tracker Pn | 1.00 | 0.00 | 18.28 | 26.84 | 64.97 | n/a |
33 | Aegon BNY Mellon Global Income Pn | 1.00 | 1.00 | 3.84 | 26.83 | 42.53 | |
34 | Aegon BNY Mellon Multi-Asset Balanced Pn | 1.00 | 0.00 | 8.07 | 19.29 | 42.51 | |
35 | Aegon BNY Mellon Multi-Asset Growth Pn | 1.00 | 0.00 | 6.26 | 16.54 | 46.48 | |
36 | Aegon BNY Mellon UK Income Pn | 1.00 | 0.00 | 9.04 | 35.08 | 41.77 | |
37 | Aegon Ninety One Global Income Opportunities Pn | 1.00 | 1.00 | 1.79 | -8.37 | -7.18 | |
38 | Aegon Schroder Global Cities Property Income Pn | 1.00 | 1.00 | 2.00 | -6.98 | 2.07 | |
39 | Aegon UK Corporate Bond Pn | 1.00 | 0.00 | 3.92 | -13.49 | -4.62 | |
40 | Balanced Lifestyle Pn | 1.00 | 0.00 | 6.69 | 4.44 | 31.09 | |
41 | Balanced Passive Pn | 1.00 | 0.00 | 8.13 | 11.45 | 26.38 | |
42 | BlackRock 40/60 Global Equity Index Lifestyle Pn | 1.00 | 0.00 | 12.52 | 23.65 | 45.87 | |
43 | BlackRock 50/50 Bond & Equity Index Lifestyle Pn | 1.00 | 0.00 | 2.94 | -12.69 | -1.14 | |
44 | BlackRock 50/50 Global Equity Index Lifestyle Pn | 1.00 | 0.00 | 8.88 | 19.67 | 35.16 | |
45 | Cash Pn | 1.00 | 0.00 | 4.23 | 5.10 | 4.12 | |
46 | Cautious Lifestyle Pn | 1.00 | 0.00 | 7.14 | 5.90 | 11.43 | |
47 | Cautious Lifestyle Pn | 1.00 | 0.00 | 7.14 | 5.90 | 11.43 | |
48 | Distribution Pn | 1.00 | 0.00 | 7.14 | 5.90 | 11.43 | |
49 | Distribution Pn | 1.00 | 0.00 | 7.14 | 5.90 | 11.43 | |
50 | Dynamic Lifestyle Pn | 1.00 | 0.00 | 15.71 | 14.02 | 64.09 | |
51 | Ethical Pn | 1.00 | 0.00 | 8.64 | -6.45 | 12.46 | |
52 | European Pn | 1.00 | 0.00 | 8.46 | 20.32 | 53.22 | |
53 | European Tactical Pn | 1.00 | 0.00 | 8.20 | 21.18 | 56.87 | |
54 | External Balanced Collection Pn | 1.00 | 0.00 | 8.24 | 5.56 | 27.81 | |
55 | External Stockmarket Collection Pn | 1.00 | 0.00 | 11.49 | 16.01 | 37.28 | |
56 | Global Equity Tracker Pn | 1.00 | 0.00 | 11.61 | 24.32 | 43.03 | n/a |
57 | Global Pn | 1.00 | 0.00 | 15.71 | 14.02 | 64.09 | |
58 | High Yield Corporate Bond Pn | 1.00 | 0.00 | 9.58 | -0.49 | 11.44 | |
59 | Index-Linked Pn | 1.00 | 0.00 | -6.59 | -33.21 | -28.28 | |
60 | International Pn | 1.00 | 0.00 | 20.00 | 17.40 | 80.17 | |
61 | Japan Pn | 1.00 | 0.00 | 14.62 | 5.10 | 27.43 | |
62 | Kames Enhanced Corporate Bond Pn | 1.00 | 0.00 | 3.92 | -13.49 | -4.62 | |
63 | Kames Enhanced Long Corp Bd Pn | 1.00 | 0.00 | 1.25 | -28.58 | -19.39 | |
64 | Long Gilt Pn | 1.00 | 0.00 | -7.39 | -44.04 | -38.97 | |
65 | North American Pn | 1.00 | 0.00 | 21.36 | 33.17 | 78.44 | n/a |
66 | Overseas Bond Pn | 1.00 | 0.00 | -4.60 | -11.16 | -9.48 | |
67 | Overseas Equity Tracker Pn | 1.00 | 0.00 | 17.78 | 26.63 | 64.76 | n/a |
68 | Overseas Tactical Pn | 1.00 | 0.00 | 20.00 | 17.40 | 80.17 | |
69 | Pacific Pn | 1.00 | 0.00 | 5.14 | -12.22 | 19.83 | |
70 | Property Pn | 1.00 | 0.00 | -2.95 | -7.33 | -10.80 | n/a |
71 | Property Pn | 1.00 | 0.00 | -2.95 | -7.33 | -10.80 | n/a |
72 | Scot Eq Global Equity Tracker Lifestyle Pn | 1.00 | 0.00 | 11.61 | 24.32 | 43.03 | n/a |
73 | Scot Eq Janus Henderson Cautious Managed Pn | 1.00 | 1.00 | 2.10 | 1.83 | 9.92 | |
74 | Scot Eq Janus Henderson US Growth Pn | 1.00 | 1.00 | 29.93 | 25.65 | 79.22 | |
75 | Scot Eq Mixed Pn | 1.00 | 0.00 | 6.69 | 4.44 | 31.09 | |
76 | Scottish Equitable (ex-Insight DTR) BlackRock Diversified Dynamic Growth Pn | 1.00 | 1.00 | 6.46 | 0.95 | 13.77 | |
77 | Scottish Equitable Artemis Income Pn | 1.00 | 1.00 | 7.74 | 20.50 | 29.74 | |
78 | Scottish Equitable Artemis UK Special Situations Pn | 1.00 | 1.00 | 10.69 | 8.58 | 34.56 | |
79 | Scottish Equitable Baillie Gifford 60/40 Worldwide Equity Pn | 1.00 | 0.00 | 4.95 | -13.04 | 18.34 | |
80 | Scottish Equitable Baillie Gifford High Yield Bond Pn | 1.00 | 1.00 | 11.97 | -2.82 | 4.33 | |
81 | Scottish Equitable Baillie Gifford International Pn | 1.00 | 0.00 | 14.73 | -4.84 | 43.47 | |
82 | Scottish Equitable Baillie Gifford UK Equity Pn | 1.00 | 0.00 | 2.45 | -4.27 | 4.80 | |
83 | Scottish Equitable BlackRock Balanced Managed Pn | 1.00 | 0.00 | 9.01 | 7.40 | 34.35 | |
84 | Scottish Equitable BlackRock Balanced Managed Pn | 1.00 | 0.00 | 9.01 | 7.40 | 34.35 | n/a |
85 | Scottish Equitable BlackRock Gold and General Pn | 1.00 | 1.00 | -3.34 | -7.85 | 50.65 | |
86 | Scottish Equitable BlackRock UK Pn | 1.00 | 1.00 | 6.97 | -6.92 | 9.79 | |
87 | Scottish Equitable BlackRock UK Smaller Companies Pn | 1.00 | 1.00 | 4.28 | -22.28 | 6.81 | |
88 | Scottish Equitable BlackRock UK Special Situations Pn | 1.00 | 1.00 | 2.87 | -5.80 | 7.40 | |
89 | Scottish Equitable BlackRock US Dynamic Pn | 1.00 | 1.00 | 17.50 | 31.97 | 77.43 | |
90 | Scottish Equitable Fidelity Asia Pn | 1.00 | 1.00 | 4.13 | -22.69 | 3.33 | |
91 | Scottish Equitable Fidelity European Pn | 1.00 | 1.00 | 5.22 | 25.42 | 54.84 | |
92 | Scottish Equitable Invesco Asian Pn | 1.00 | 1.00 | 2.85 | -1.14 | 26.48 | |
93 | Scottish Equitable Invesco Balanced Managed Pn | 1.00 | 0.00 | 11.80 | 25.04 | 29.70 | |
94 | Scottish Equitable Invesco Corporate Bond Pn | 1.00 | 1.00 | 5.20 | -7.81 | -0.56 | |
95 | Scottish Equitable Invesco Income Pn | 1.00 | 1.00 | 6.60 | 16.87 | -4.40 | |
96 | Scottish Equitable Invesco Stockmarket Managed Pn | 1.00 | 0.00 | 17.74 | 37.96 | 51.14 | |
97 | Scottish Equitable JPMorgan Europe Dynamic ex-UK Pn | 1.00 | 1.00 | 10.51 | 25.11 | 54.60 | |
98 | Scottish Equitable JPMorgan Natural Resources Pn | 1.00 | 1.00 | 5.92 | 46.07 | 57.73 | |
99 | Scottish Equitable Lazard Balanced Managed Pn | 1.00 | 0.00 | 5.75 | 4.40 | 22.26 | |
100 | Scottish Equitable Lazard European Smaller Companies Pn | 1.00 | 0.00 | 1.68 | -12.31 | 15.79 | |
101 | Scottish Equitable Lazard Managed Equity Pn | 1.00 | 0.00 | 8.54 | 18.90 | 40.23 | |
102 | Scottish Equitable Man Balanced Managed Pn | 1.00 | 0.00 | 12.17 | 19.82 | 28.98 | |
103 | Scottish Equitable Man Stockmarket Managed Pn | 1.00 | 0.00 | 14.89 | 24.65 | 37.74 | |
104 | Scottish Equitable Schroder Income Pn | 1.00 | 2.00 | 5.40 | 28.63 | 21.21 | |
105 | Scottish Equitable Schroder Tokyo Pn | 1.00 | 1.00 | 13.49 | 16.35 | 26.83 | |
106 | Scottish Equitable Schroder UK Alpha Plus Pn | 1.00 | 2.00 | -5.16 | -3.40 | 6.39 | |
107 | Scottish Equitable Schroder UK Mid-250 Pn | 1.00 | 1.00 | 10.99 | 1.91 | 18.79 | |
108 | Scottish Equitable Schroder UK Smaller Companies Pn | 1.00 | 1.00 | 11.66 | -23.82 | 14.29 | |
109 | Scottish Equitable Stewart Investors Asia Pacific Leaders Sustainability Pn | 1.00 | 1.00 | 3.64 | 1.84 | 25.21 | |
110 | Scottish Equitable UBS Balanced Managed Pn | 1.00 | 0.00 | 5.19 | -0.56 | 8.22 | |
111 | Scottish Equitable UBS Global Emerging Markets Equity Pn | 1.00 | 0.00 | 8.13 | -17.72 | 3.29 | |
112 | Scottish Equitable UBS US Equity Pn | 1.00 | 0.00 | 20.47 | 29.94 | 76.27 | |
113 | Select Reserve Pn | 1.00 | 0.00 | -0.24 | -16.39 | -12.22 | |
114 | Socially Responsible Equity Pn | 1.00 | 1.00 | 3.68 | -18.49 | 1.69 | |
115 | Technology Pn | 1.00 | 0.00 | 36.30 | 45.31 | 181.09 | |
116 | UBS Stockmarket Managed Pn | 1.00 | 0.00 | 17.74 | 37.97 | 43.87 | |
117 | UBS Stockmarket Managed Pn | 1.00 | 0.00 | 17.74 | 37.97 | 43.87 | |
118 | UK Equity Pn | 1.00 | 0.00 | 4.81 | 11.81 | 22.74 | |
119 | UK Equity Tactical Pn | 1.00 | 0.00 | 5.22 | 1.84 | 16.19 | |
120 | UK Figet Pn | 1.00 | 0.00 | 6.36 | 0.91 | 13.51 | |
121 | UK Figet Pn | 1.00 | 0.00 | 6.36 | 0.91 | 13.51 | |
122 | UK Fixed Interest and Global Equity Tracker Pn | 1.00 | 0.00 | 6.34 | 0.87 | 13.43 | n/a |
123 | UK Fixed Interest Pn | 1.00 | 0.00 | 1.12 | -19.01 | -12.39 | |
124 | UK Government Bond Pn | 1.00 | 0.00 | -2.26 | -24.92 | -21.28 | |
125 | UK Index Tracker Pn | 1.00 | 0.00 | 5.65 | 19.89 | 21.71 | n/a |
126 | UK Long Corporate Bond Pn | 1.00 | 0.00 | 1.25 | -28.58 | -19.39 | |
127 | UK Smaller Companies Pn | 1.00 | 0.00 | 7.11 | -23.98 | -1.50 | |
128 | Universal Balanced Collection Pn | 1.00 | 0.00 | 9.53 | 7.94 | 29.69 | |
129 | Universal Lifestyle Collection Pn | 1.00 | 0.00 | 9.53 | 7.94 | 29.69 | |
130 | With Profit Growth Pn | 1.00 | 0.00 | 6.91 | 15.93 | 28.74 | n/a (sector not rated) |
131 | With-Profits Cautious Pn | 1.00 | 0.00 | 5.15 | 3.26 | 15.78 | n/a (sector not rated) |