| | Annual Charges | Performance | |
Rank | Name | Basic | Additional | 1y | 3y | 5y | FE fundinfo Crown rating |
1 | 50/50 Cautious Managed Collection Pn | 0.60 | 0.00 | 6.28 | -2.34 | 11.65 | |
2 | 60/40 Cautious Managed Collection Pn | 0.60 | 0.00 | 5.39 | -5.94 | 6.58 | |
3 | 70/30 Defensive Managed Collection Pn | 0.60 | 0.00 | 4.52 | -9.15 | 1.81 | |
4 | 80/20 Defensive Managed Collection Pn | 0.60 | 0.00 | 3.67 | -12.29 | -2.69 | |
5 | Aegon (ex NT) BlackRock 50/50 Bond & Equity Pn | 0.60 | 1.00 | 3.01 | -12.36 | -0.26 | |
6 | Aegon (ex NT) BlackRock 50/50 Global Equity Pn | 0.60 | 1.00 | 8.48 | 19.58 | 35.81 | n/a |
7 | Aegon (ex NT) BlackRock Consensus Pn | 0.60 | 1.00 | 7.02 | 11.01 | 26.25 | |
8 | Aegon AM Core Plus Pn | 0.60 | 0.00 | 0.94 | -20.80 | -13.77 | |
9 | Aegon AM Ethical Corporate Bond Pn | 0.60 | 1.00 | 4.59 | -13.37 | -4.92 | |
10 | Aegon AM High Yield Bond Pn | 0.60 | 1.00 | 12.53 | 6.36 | 18.12 | |
11 | Aegon AM Investment Grade Bond Pn | 0.60 | 1.00 | 5.75 | -11.34 | -1.34 | |
12 | Aegon AM Sterling Corporate Bond Pn | 0.60 | 1.00 | 5.73 | -11.60 | -2.58 | |
13 | Aegon AM Strategic Bond Pn | 0.60 | 1.00 | 5.55 | -9.37 | 9.96 | |
14 | Aegon AM UK Sustainable Opportunities Pn | 0.60 | 1.00 | 7.39 | -15.02 | 10.59 | |
15 | Aegon Artemis SmartGARP UK Equity Pn | 0.60 | 1.00 | 10.53 | 33.25 | 47.68 | |
16 | Aegon BlackRock 40/60 Global Equity Tracker Pn | 0.60 | 0.00 | 12.40 | 23.53 | 47.23 | |
17 | Aegon BlackRock 50/50 Equity and Bond Tracker Pn | 0.60 | 0.00 | 3.01 | -12.36 | -0.26 | |
18 | Aegon Blackrock 50/50 Global Equity Tracker Pn | 0.60 | 0.00 | 8.92 | 21.02 | 38.56 | n/a |
19 | Aegon BlackRock Consensus Lifestyle Pn | 0.60 | 0.00 | 7.02 | 11.01 | 26.25 | |
20 | Aegon BlackRock Consensus Pn | 0.60 | 0.00 | 7.02 | 11.01 | 26.25 | |
21 | Aegon BlackRock Developed Markets Sustainable Equity Pn | 0.60 | 0.00 | 13.99 | 11.01 | 29.92 | |
22 | Aegon BlackRock European Equity Tracker Pn | 0.60 | 0.00 | 7.61 | 18.66 | 44.79 | n/a |
23 | Aegon BlackRock Japanese Equity Tracker Pn | 0.60 | 0.00 | 15.57 | 13.91 | 36.86 | n/a |
24 | Aegon BlackRock Over 15 Years Corporate Bond Tracker Pn | 0.60 | 0.00 | 1.30 | -32.15 | -22.32 | |
25 | Aegon BlackRock Over 15 Years UK Gilt Tracker Pn | 0.60 | 0.00 | -6.98 | -43.93 | -38.57 | n/a |
26 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 0.60 | 0.00 | -0.63 | -6.29 | 14.56 | |
27 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 0.60 | 0.00 | -0.63 | -6.29 | 14.56 | |
28 | Aegon BlackRock UK Equity Tracker Pn | 0.60 | 0.00 | 3.47 | 17.09 | 17.80 | n/a |
29 | Aegon BlackRock UK Index-Linked Gilt Tracker Pn | 0.60 | 0.00 | -7.40 | -37.76 | -32.88 | n/a |
30 | Aegon BlackRock US Equity Tracker Pn | 0.60 | 0.00 | 23.81 | 35.26 | 89.25 | n/a |
31 | Aegon BlackRock US Equity Tracker Pn | 0.60 | 0.00 | 23.81 | 35.26 | 89.25 | n/a |
32 | Aegon BlackRock World (ex-UK) Equity Tracker Pn | 0.60 | 0.00 | 18.56 | 26.99 | 68.27 | n/a |
33 | Aegon BNY Mellon Global Income Pn | 0.60 | 1.00 | 3.67 | 25.80 | 43.30 | |
34 | Aegon BNY Mellon Multi-Asset Balanced Pn | 0.60 | 0.00 | 7.69 | 18.97 | 43.54 | |
35 | Aegon BNY Mellon Multi-Asset Growth Pn | 0.60 | 0.00 | 5.48 | 15.96 | 46.58 | |
36 | Aegon BNY Mellon UK Income Pn | 0.60 | 0.00 | 7.35 | 33.80 | 39.77 | |
37 | Aegon Ninety One Global Income Opportunities Pn | 0.60 | 1.00 | 1.58 | -8.48 | -7.72 | |
38 | Aegon Schroder Global Cities Property Income Pn | 0.60 | 1.00 | 2.22 | -6.25 | 5.45 | |
39 | Aegon UK Corporate Bond Pn | 0.60 | 0.00 | 5.02 | -13.25 | -4.60 | |
40 | Balanced Lifestyle Pn | 0.60 | 0.00 | 6.18 | 4.13 | 31.75 | |
41 | Balanced Passive Pn | 0.60 | 0.00 | 8.04 | 11.16 | 27.12 | |
42 | BlackRock 40/60 Global Equity Index Lifestyle Pn | 0.60 | 0.00 | 12.41 | 23.55 | 47.27 | |
43 | BlackRock 50/50 Bond & Equity Index Lifestyle Pn | 0.60 | 0.00 | 3.03 | -12.33 | -0.21 | |
44 | BlackRock 50/50 Global Equity Index Lifestyle Pn | 0.60 | 0.00 | 8.50 | 19.61 | 35.86 | |
45 | Cash Pn | 0.60 | 0.00 | 4.24 | 5.07 | 4.08 | |
46 | Cautious Lifestyle Pn | 0.60 | 0.00 | 6.40 | 5.44 | 11.29 | |
47 | Cautious Lifestyle Pn | 0.60 | 0.00 | 6.40 | 5.44 | 11.29 | |
48 | Distribution Pn | 0.60 | 0.00 | 6.40 | 5.44 | 11.29 | |
49 | Distribution Pn | 0.60 | 0.00 | 6.40 | 5.44 | 11.29 | |
50 | Dynamic Lifestyle Pn | 0.60 | 0.00 | 14.56 | 13.13 | 65.27 | |
51 | Ethical Pn | 0.60 | 0.00 | 8.98 | -6.27 | 13.32 | |
52 | European Pn | 0.60 | 0.00 | 9.41 | 20.85 | 54.92 | |
53 | European Tactical Pn | 0.60 | 0.00 | 9.15 | 21.72 | 58.24 | |
54 | External Balanced Collection Pn | 0.60 | 0.00 | 7.62 | 5.29 | 28.09 | |
55 | External Stockmarket Collection Pn | 0.60 | 0.00 | 10.64 | 15.69 | 37.41 | |
56 | Global Equity Tracker Pn | 0.60 | 0.00 | 11.07 | 23.98 | 43.40 | n/a |
57 | Global Pn | 0.60 | 0.00 | 14.56 | 13.13 | 65.27 | |
58 | High Yield Corporate Bond Pn | 0.60 | 0.00 | 9.96 | -0.51 | 11.32 | |
59 | Index-Linked Pn | 0.60 | 0.00 | -5.47 | -32.05 | -27.14 | |
60 | International Pn | 0.60 | 0.00 | 18.51 | 16.45 | 81.60 | |
61 | Japan Pn | 0.60 | 0.00 | 15.62 | 6.20 | 30.90 | |
62 | Kames Enhanced Corporate Bond Pn | 0.60 | 0.00 | 5.02 | -13.25 | -4.60 | |
63 | Kames Enhanced Long Corp Bd Pn | 0.60 | 0.00 | 1.98 | -28.12 | -18.41 | |
64 | Long Gilt Pn | 0.60 | 0.00 | -6.64 | -43.38 | -38.02 | |
65 | North American Pn | 0.60 | 0.00 | 21.58 | 32.96 | 83.03 | n/a |
66 | Overseas Bond Pn | 0.60 | 0.00 | -3.53 | -9.82 | -7.61 | |
67 | Overseas Equity Tracker Pn | 0.60 | 0.00 | 17.97 | 26.59 | 68.12 | n/a |
68 | Overseas Tactical Pn | 0.60 | 0.00 | 18.51 | 16.45 | 81.60 | |
69 | Pacific Pn | 0.60 | 0.00 | 2.04 | -12.00 | 18.97 | |
70 | Property Pn | 0.60 | 0.00 | -2.96 | -7.39 | -10.70 | n/a |
71 | Property Pn | 0.60 | 0.00 | -2.96 | -7.39 | -10.70 | n/a |
72 | Scot Eq Global Equity Tracker Lifestyle Pn | 0.60 | 0.00 | 11.07 | 23.98 | 43.40 | n/a |
73 | Scot Eq Janus Henderson Cautious Managed Pn | 0.60 | 1.00 | 1.97 | 1.93 | 9.88 | |
74 | Scot Eq Janus Henderson US Growth Pn | 0.60 | 1.00 | 27.61 | 23.93 | 81.28 | |
75 | Scot Eq Mixed Pn | 0.60 | 0.00 | 6.18 | 4.13 | 31.75 | |
76 | Scottish Equitable (ex-Insight DTR) BlackRock Diversified Dynamic Growth Pn | 0.60 | 1.00 | 5.21 | 0.51 | 13.01 | |
77 | Scottish Equitable Artemis Income Pn | 0.60 | 1.00 | 7.31 | 19.91 | 28.54 | |
78 | Scottish Equitable Artemis UK Special Situations Pn | 0.60 | 1.00 | 9.69 | 7.52 | 32.52 | |
79 | Scottish Equitable Baillie Gifford 60/40 Worldwide Equity Pn | 0.60 | 0.00 | 3.71 | -13.43 | 18.39 | |
80 | Scottish Equitable Baillie Gifford High Yield Bond Pn | 0.60 | 1.00 | 11.42 | -3.25 | 4.06 | |
81 | Scottish Equitable Baillie Gifford International Pn | 0.60 | 0.00 | 13.38 | -5.12 | 44.80 | |
82 | Scottish Equitable Baillie Gifford UK Equity Pn | 0.60 | 0.00 | 0.86 | -5.42 | 3.68 | |
83 | Scottish Equitable BlackRock Balanced Managed Pn | 0.60 | 0.00 | 8.55 | 6.61 | 34.67 | |
84 | Scottish Equitable BlackRock Balanced Managed Pn | 0.60 | 0.00 | 8.55 | 6.61 | 34.67 | n/a |
85 | Scottish Equitable BlackRock Gold and General Pn | 0.60 | 1.00 | 0.22 | -3.96 | 54.88 | |
86 | Scottish Equitable BlackRock UK Pn | 0.60 | 1.00 | 6.50 | -7.33 | 9.90 | |
87 | Scottish Equitable BlackRock UK Smaller Companies Pn | 0.60 | 1.00 | 4.03 | -21.05 | 8.95 | |
88 | Scottish Equitable BlackRock UK Special Situations Pn | 0.60 | 1.00 | 1.82 | -6.78 | 7.34 | |
89 | Scottish Equitable BlackRock US Dynamic Pn | 0.60 | 1.00 | 18.28 | 32.01 | 82.09 | |
90 | Scottish Equitable Fidelity Asia Pn | 0.60 | 1.00 | 0.36 | -23.12 | 1.10 | |
91 | Scottish Equitable Fidelity European Pn | 0.60 | 1.00 | 6.86 | 26.53 | 57.32 | |
92 | Scottish Equitable Invesco Asian Pn | 0.60 | 1.00 | -0.42 | -1.75 | 24.23 | |
93 | Scottish Equitable Invesco Balanced Managed Pn | 0.60 | 0.00 | 10.93 | 24.44 | 29.53 | |
94 | Scottish Equitable Invesco Corporate Bond Pn | 0.60 | 1.00 | 5.45 | -7.57 | -0.09 | |
95 | Scottish Equitable Invesco Income Pn | 0.60 | 1.00 | 6.19 | 16.21 | -4.67 | |
96 | Scottish Equitable Invesco Stockmarket Managed Pn | 0.60 | 0.00 | 16.93 | 37.30 | 51.73 | |
97 | Scottish Equitable JPMorgan Europe Dynamic ex-UK Pn | 0.60 | 1.00 | 11.79 | 26.74 | 55.88 | |
98 | Scottish Equitable JPMorgan Natural Resources Pn | 0.60 | 1.00 | 5.82 | 47.84 | 58.92 | |
99 | Scottish Equitable Lazard Balanced Managed Pn | 0.60 | 0.00 | 5.12 | 4.08 | 22.74 | |
100 | Scottish Equitable Lazard European Smaller Companies Pn | 0.60 | 0.00 | 1.56 | -11.87 | 16.09 | |
101 | Scottish Equitable Lazard Managed Equity Pn | 0.60 | 0.00 | 7.78 | 18.42 | 40.55 | |
102 | Scottish Equitable Man Balanced Managed Pn | 0.60 | 0.00 | 11.69 | 19.95 | 28.59 | |
103 | Scottish Equitable Man Stockmarket Managed Pn | 0.60 | 0.00 | 14.27 | 24.89 | 37.28 | |
104 | Scottish Equitable Schroder Income Pn | 0.60 | 2.00 | 4.34 | 27.82 | 19.12 | |
105 | Scottish Equitable Schroder Tokyo Pn | 0.60 | 1.00 | 15.82 | 18.76 | 30.39 | |
106 | Scottish Equitable Schroder UK Alpha Plus Pn | 0.60 | 2.00 | -5.01 | -4.09 | 5.54 | |
107 | Scottish Equitable Schroder UK Mid-250 Pn | 0.60 | 1.00 | 10.06 | 1.44 | 18.71 | |
108 | Scottish Equitable Schroder UK Smaller Companies Pn | 0.60 | 1.00 | 9.75 | -24.75 | 12.93 | |
109 | Scottish Equitable Stewart Investors Asia Pacific Leaders Sustainability Pn | 0.60 | 1.00 | 4.16 | 2.86 | 27.14 | |
110 | Scottish Equitable UBS Balanced Managed Pn | 0.60 | 0.00 | 4.33 | -0.78 | 8.02 | |
111 | Scottish Equitable UBS Global Emerging Markets Equity Pn | 0.60 | 0.00 | 5.54 | -17.80 | 2.22 | |
112 | Scottish Equitable UBS US Equity Pn | 0.60 | 0.00 | 20.44 | 30.06 | 80.88 | |
113 | Select Reserve Pn | 0.60 | 0.00 | 0.34 | -16.03 | -11.77 | |
114 | Socially Responsible Equity Pn | 0.60 | 1.00 | 3.96 | -18.47 | 2.06 | |
115 | Technology Pn | 0.60 | 0.00 | 32.37 | 42.03 | 186.19 | |
116 | UBS Stockmarket Managed Pn | 0.60 | 0.00 | 16.93 | 37.31 | 43.40 | |
117 | UBS Stockmarket Managed Pn | 0.60 | 0.00 | 16.93 | 37.31 | 43.40 | |
118 | UK Equity Pn | 0.60 | 0.00 | 3.34 | 10.81 | 21.95 | |
119 | UK Equity Tactical Pn | 0.60 | 0.00 | 3.46 | 0.79 | 15.04 | |
120 | UK Figet Pn | 0.60 | 0.00 | 6.47 | 0.99 | 13.96 | |
121 | UK Figet Pn | 0.60 | 0.00 | 6.47 | 0.99 | 13.96 | |
122 | UK Fixed Interest and Global Equity Tracker Pn | 0.60 | 0.00 | 6.45 | 0.95 | 13.88 | n/a |
123 | UK Fixed Interest Pn | 0.60 | 0.00 | 1.85 | -18.64 | -11.90 | |
124 | UK Government Bond Pn | 0.60 | 0.00 | -1.81 | -24.44 | -20.46 | |
125 | UK Index Tracker Pn | 0.60 | 0.00 | 4.42 | 19.02 | 20.68 | n/a |
126 | UK Long Corporate Bond Pn | 0.60 | 0.00 | 1.98 | -28.12 | -18.41 | |
127 | UK Smaller Companies Pn | 0.60 | 0.00 | 6.56 | -24.42 | -1.58 | |
128 | Universal Balanced Collection Pn | 0.60 | 0.00 | 9.43 | 7.72 | 30.44 | |
129 | Universal Lifestyle Collection Pn | 0.60 | 0.00 | 9.43 | 7.72 | 30.44 | |
130 | With Profit Growth Pn | 0.60 | 0.00 | 6.31 | 15.49 | 28.68 | n/a (sector not rated) |
131 | With-Profits Cautious Pn | 0.60 | 0.00 | 4.95 | 3.15 | 15.97 | n/a (sector not rated) |