| | 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 | 5.88 | -3.62 | 10.87 | |
2 | 60/40 Cautious Managed Collection Pn | 1.00 | 0.00 | 5.26 | -6.89 | 5.98 | |
3 | 70/30 Defensive Managed Collection Pn | 1.00 | 0.00 | 4.67 | -9.81 | 1.38 | |
4 | 80/20 Defensive Managed Collection Pn | 1.00 | 0.00 | 4.06 | -12.69 | -2.97 | |
5 | Aegon (ex NT) BlackRock 50/50 Bond & Equity Pn | 1.00 | 1.00 | 3.56 | -13.25 | -0.90 | |
6 | Aegon (ex NT) BlackRock 50/50 Global Equity Pn | 1.00 | 1.00 | 7.05 | 16.44 | 33.73 | n/a |
7 | Aegon (ex NT) BlackRock Consensus Pn | 1.00 | 1.00 | 6.16 | 9.12 | 24.94 | |
8 | Aegon AM Core Plus Pn | 1.00 | 0.00 | 2.06 | -20.59 | -13.75 | |
9 | Aegon AM Ethical Corporate Bond Pn | 1.00 | 1.00 | 5.39 | -13.28 | -4.96 | |
10 | Aegon AM High Yield Bond Pn | 1.00 | 1.00 | 12.11 | 6.09 | 18.02 | |
11 | Aegon AM Investment Grade Bond Pn | 1.00 | 1.00 | 6.46 | -11.37 | -1.47 | |
12 | Aegon AM Sterling Corporate Bond Pn | 1.00 | 1.00 | 6.56 | -11.56 | -2.65 | |
13 | Aegon AM Strategic Bond Pn | 1.00 | 1.00 | 6.52 | -9.03 | 10.30 | |
14 | Aegon AM UK Sustainable Opportunities Pn | 1.00 | 1.00 | 8.32 | -15.94 | 10.14 | |
15 | Aegon Artemis SmartGARP UK Equity Pn | 1.00 | 1.00 | 7.87 | 27.27 | 44.44 | |
16 | Aegon BlackRock 40/60 Global Equity Tracker Pn | 1.00 | 0.00 | 10.88 | 20.72 | 45.38 | |
17 | Aegon BlackRock 50/50 Equity and Bond Tracker Pn | 1.00 | 0.00 | 3.85 | -13.01 | -0.62 | |
18 | Aegon Blackrock 50/50 Global Equity Tracker Pn | 1.00 | 0.00 | 7.60 | 17.97 | 36.58 | n/a |
19 | Aegon BlackRock Consensus Lifestyle Pn | 1.00 | 0.00 | 6.19 | 9.16 | 24.98 | |
20 | Aegon BlackRock Consensus Pn | 1.00 | 0.00 | 6.19 | 9.16 | 24.98 | |
21 | Aegon BlackRock Developed Markets Sustainable Equity Pn | 1.00 | 0.00 | 13.27 | 9.94 | 28.43 | |
22 | Aegon BlackRock European Equity Tracker Pn | 1.00 | 0.00 | 6.57 | 16.52 | 42.74 | n/a |
23 | Aegon BlackRock Japanese Equity Tracker Pn | 1.00 | 0.00 | 15.96 | 11.65 | 36.17 | n/a |
24 | Aegon BlackRock Over 15 Years Corporate Bond Tracker Pn | 1.00 | 0.00 | 4.21 | -31.47 | -21.79 | |
25 | Aegon BlackRock Over 15 Years UK Gilt Tracker Pn | 1.00 | 0.00 | -4.23 | -43.25 | -38.09 | n/a |
26 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 1.00 | 0.00 | -1.76 | -7.86 | 13.41 | |
27 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 1.00 | 0.00 | -1.76 | -7.86 | 13.41 | |
28 | Aegon BlackRock UK Equity Tracker Pn | 1.00 | 0.00 | 1.32 | 12.49 | 15.29 | n/a |
29 | Aegon BlackRock UK Index-Linked Gilt Tracker Pn | 1.00 | 0.00 | -4.11 | -36.73 | -32.10 | n/a |
30 | Aegon BlackRock US Equity Tracker Pn | 1.00 | 0.00 | 22.74 | 34.26 | 88.28 | n/a |
31 | Aegon BlackRock US Equity Tracker Pn | 1.00 | 0.00 | 22.74 | 34.26 | 88.28 | n/a |
32 | Aegon BlackRock World (ex-UK) Equity Tracker Pn | 1.00 | 0.00 | 17.49 | 25.51 | 67.10 | n/a |
33 | Aegon BNY Mellon Global Income Pn | 1.00 | 1.00 | 1.57 | 22.12 | 40.20 | |
34 | Aegon BNY Mellon Multi-Asset Balanced Pn | 1.00 | 0.00 | 7.47 | 17.29 | 42.39 | |
35 | Aegon BNY Mellon Multi-Asset Growth Pn | 1.00 | 0.00 | 4.60 | 13.35 | 44.90 | |
36 | Aegon BNY Mellon UK Income Pn | 1.00 | 0.00 | 5.16 | 28.28 | 36.97 | |
37 | Aegon Ninety One Global Income Opportunities Pn | 1.00 | 1.00 | 1.50 | -8.75 | -8.03 | |
38 | Aegon Schroder Global Cities Property Income Pn | 1.00 | 1.00 | 0.81 | -6.42 | 3.51 | |
39 | Aegon UK Corporate Bond Pn | 1.00 | 0.00 | 5.72 | -13.23 | -4.69 | |
40 | Balanced Lifestyle Pn | 1.00 | 0.00 | 5.79 | 2.70 | 30.80 | |
41 | Balanced Passive Pn | 1.00 | 0.00 | 7.23 | 9.66 | 25.90 | |
42 | BlackRock 50/50 Bond & Equity Index Lifestyle Pn | 1.00 | 0.00 | 3.86 | -12.98 | -0.57 | |
43 | BlackRock 50/50 Global Equity Index Lifestyle Pn | 1.00 | 0.00 | 7.18 | 16.60 | 33.92 | |
44 | Cash Pn | 1.00 | 0.00 | 4.22 | 5.02 | 4.04 | |
45 | Cautious Lifestyle Pn | 1.00 | 0.00 | 6.32 | 4.23 | 10.61 | |
46 | Cautious Lifestyle Pn | 1.00 | 0.00 | 6.32 | 4.23 | 10.61 | |
47 | Distribution Pn | 1.00 | 0.00 | 6.32 | 4.23 | 10.61 | |
48 | Distribution Pn | 1.00 | 0.00 | 6.32 | 4.23 | 10.61 | |
49 | Dynamic Lifestyle Pn | 1.00 | 0.00 | 14.30 | 11.93 | 64.60 | |
50 | Ethical Pn | 1.00 | 0.00 | 8.54 | -8.58 | 12.14 | |
51 | European Pn | 1.00 | 0.00 | 8.35 | 18.90 | 52.76 | |
52 | European Tactical Pn | 1.00 | 0.00 | 8.05 | 19.68 | 56.00 | |
53 | External Balanced Collection Pn | 1.00 | 0.00 | 6.93 | 3.58 | 27.13 | |
54 | External Stockmarket Collection Pn | 1.00 | 0.00 | 8.90 | 12.52 | 35.53 | |
55 | Global Equity Tracker Pn | 1.00 | 0.00 | 9.51 | 20.78 | 41.25 | n/a |
56 | Global Pn | 1.00 | 0.00 | 14.30 | 11.93 | 64.60 | |
57 | High Yield Corporate Bond Pn | 1.00 | 0.00 | 9.97 | -0.66 | 11.22 | |
58 | Index-Linked Pn | 1.00 | 0.00 | -2.62 | -31.36 | -26.67 | |
59 | International Pn | 1.00 | 0.00 | 18.70 | 15.50 | 81.41 | |
60 | Japan Pn | 1.00 | 0.00 | 14.66 | 2.70 | 28.70 | |
61 | Kames Enhanced Corporate Bond Pn | 1.00 | 0.00 | 5.72 | -13.23 | -4.69 | |
62 | Kames Enhanced Long Corp Bd Pn | 1.00 | 0.00 | 3.72 | -27.90 | -18.32 | |
63 | Long Gilt Pn | 1.00 | 0.00 | -4.46 | -42.83 | -37.71 | |
64 | North American Pn | 1.00 | 0.00 | 20.38 | 31.77 | 81.89 | n/a |
65 | Overseas Bond Pn | 1.00 | 0.00 | -3.28 | -10.15 | -8.13 | |
66 | Overseas Equity Tracker Pn | 1.00 | 0.00 | 16.78 | 25.22 | 66.72 | n/a |
67 | Overseas Tactical Pn | 1.00 | 0.00 | 18.70 | 15.50 | 81.41 | |
68 | Pacific Pn | 1.00 | 0.00 | -0.61 | -14.01 | 16.95 | |
69 | Property Pn | 1.00 | 0.00 | -2.98 | -7.40 | -10.74 | n/a |
70 | Property Pn | 1.00 | 0.00 | -2.98 | -7.40 | -10.74 | n/a |
71 | Scot Eq Global Equity Tracker Lifestyle Pn | 1.00 | 0.00 | 9.51 | 20.78 | 41.25 | n/a |
72 | Scot Eq Janus Henderson Cautious Managed Pn | 1.00 | 1.00 | 1.64 | -0.39 | 8.71 | |
73 | Scot Eq Janus Henderson US Growth Pn | 1.00 | 1.00 | 28.39 | 24.28 | 82.92 | |
74 | Scot Eq Mixed Pn | 1.00 | 0.00 | 5.79 | 2.70 | 30.80 | |
75 | Scottish Equitable (ex-Insight DTR) BlackRock Diversified Dynamic Growth Pn | 1.00 | 1.00 | 5.50 | -0.09 | 13.21 | |
76 | Scottish Equitable Artemis Income Pn | 1.00 | 1.00 | 5.72 | 14.94 | 26.11 | |
77 | Scottish Equitable Artemis UK Special Situations Pn | 1.00 | 1.00 | 7.28 | 3.22 | 30.05 | |
78 | Scottish Equitable Baillie Gifford 60/40 Worldwide Equity Pn | 1.00 | 0.00 | 1.47 | -16.20 | 16.69 | |
79 | Scottish Equitable Baillie Gifford High Yield Bond Pn | 1.00 | 1.00 | 10.89 | -3.11 | 3.88 | |
80 | Scottish Equitable Baillie Gifford International Pn | 1.00 | 0.00 | 13.54 | -5.54 | 46.24 | |
81 | Scottish Equitable Baillie Gifford UK Equity Pn | 1.00 | 0.00 | -0.89 | -8.35 | 1.61 | |
82 | Scottish Equitable BlackRock Balanced Managed Pn | 1.00 | 0.00 | 8.01 | 5.78 | 33.83 | |
83 | Scottish Equitable BlackRock Balanced Managed Pn | 1.00 | 0.00 | 8.01 | 5.78 | 33.83 | n/a |
84 | Scottish Equitable BlackRock Gold and General Pn | 1.00 | 1.00 | -4.07 | -4.70 | 50.96 | |
85 | Scottish Equitable BlackRock UK Pn | 1.00 | 1.00 | 4.91 | -8.54 | 8.84 | |
86 | Scottish Equitable BlackRock UK Smaller Companies Pn | 1.00 | 1.00 | 1.36 | -22.55 | 8.31 | |
87 | Scottish Equitable BlackRock UK Special Situations Pn | 1.00 | 1.00 | 0.01 | -9.10 | 5.28 | |
88 | Scottish Equitable BlackRock US Dynamic Pn | 1.00 | 1.00 | 17.19 | 31.04 | 81.03 | |
89 | Scottish Equitable Fidelity Asia Pn | 1.00 | 1.00 | -2.40 | -24.78 | -0.61 | |
90 | Scottish Equitable Fidelity European Pn | 1.00 | 1.00 | 6.94 | 25.23 | 55.30 | |
91 | Scottish Equitable Invesco Asian Pn | 1.00 | 1.00 | -2.59 | -4.14 | 22.05 | |
92 | Scottish Equitable Invesco Balanced Managed Pn | 1.00 | 0.00 | 9.28 | 21.13 | 27.57 | |
93 | Scottish Equitable Invesco Corporate Bond Pn | 1.00 | 1.00 | 6.27 | -7.55 | -0.11 | |
94 | Scottish Equitable Invesco Income Pn | 1.00 | 1.00 | 5.28 | 12.49 | -6.28 | |
95 | Scottish Equitable Invesco Stockmarket Managed Pn | 1.00 | 0.00 | 14.83 | 33.46 | 49.28 | |
96 | Scottish Equitable JPMorgan Europe Dynamic ex-UK Pn | 1.00 | 1.00 | 10.17 | 23.62 | 53.81 | |
97 | Scottish Equitable JPMorgan Natural Resources Pn | 1.00 | 1.00 | 1.55 | 42.66 | 55.98 | |
98 | Scottish Equitable Lazard Balanced Managed Pn | 1.00 | 0.00 | 4.08 | 1.51 | 20.94 | |
99 | Scottish Equitable Lazard European Smaller Companies Pn | 1.00 | 0.00 | -0.12 | -13.89 | 14.36 | |
100 | Scottish Equitable Lazard Managed Equity Pn | 1.00 | 0.00 | 6.08 | 15.07 | 38.10 | |
101 | Scottish Equitable Man Balanced Managed Pn | 1.00 | 0.00 | 10.86 | 17.59 | 27.69 | |
102 | Scottish Equitable Man Stockmarket Managed Pn | 1.00 | 0.00 | 13.39 | 22.23 | 36.33 | |
103 | Scottish Equitable Schroder Income Pn | 1.00 | 2.00 | 1.46 | 21.95 | 16.45 | |
104 | Scottish Equitable Schroder Tokyo Pn | 1.00 | 1.00 | 15.51 | 15.17 | 28.58 | |
105 | Scottish Equitable Schroder UK Alpha Plus Pn | 1.00 | 2.00 | -5.72 | -6.90 | 4.21 | |
106 | Scottish Equitable Schroder UK Mid-250 Pn | 1.00 | 1.00 | 8.14 | -2.06 | 16.93 | |
107 | Scottish Equitable Schroder UK Smaller Companies Pn | 1.00 | 1.00 | 7.96 | -25.35 | 11.46 | |
108 | Scottish Equitable Stewart Investors Asia Pacific Leaders Sustainability Pn | 1.00 | 1.00 | 2.32 | 1.00 | 25.14 | |
109 | Scottish Equitable UBS Balanced Managed Pn | 1.00 | 0.00 | 3.66 | -2.58 | 7.05 | |
110 | Scottish Equitable UBS Global Emerging Markets Equity Pn | 1.00 | 0.00 | 2.88 | -19.46 | 0.40 | |
111 | Scottish Equitable UBS US Equity Pn | 1.00 | 0.00 | 19.11 | 28.44 | 78.73 | |
112 | Select Reserve Pn | 1.00 | 0.00 | 1.17 | -15.87 | -11.74 | |
113 | Socially Responsible Equity Pn | 1.00 | 1.00 | 2.49 | -20.85 | 0.47 | |
114 | Technology Pn | 1.00 | 0.00 | 35.37 | 44.74 | 193.35 | |
115 | UBS Stockmarket Managed Pn | 1.00 | 0.00 | 14.83 | 33.46 | 41.09 | |
116 | UBS Stockmarket Managed Pn | 1.00 | 0.00 | 14.83 | 33.46 | 41.09 | |
117 | UK Equity Pn | 1.00 | 0.00 | 1.98 | 7.22 | 19.73 | |
118 | UK Equity Tactical Pn | 1.00 | 0.00 | 1.61 | -2.26 | 12.78 | |
119 | UK Figet Pn | 1.00 | 0.00 | 6.16 | -0.27 | 13.07 | |
120 | UK Figet Pn | 1.00 | 0.00 | 6.16 | -0.27 | 13.07 | |
121 | UK Fixed Interest and Global Equity Tracker Pn | 1.00 | 0.00 | 6.15 | -0.31 | 12.99 | n/a |
122 | UK Fixed Interest Pn | 1.00 | 0.00 | 2.76 | -18.50 | -11.91 | |
123 | UK Government Bond Pn | 1.00 | 0.00 | -0.73 | -24.20 | -20.39 | |
124 | UK Index Tracker Pn | 1.00 | 0.00 | 2.58 | 14.42 | 18.12 | n/a |
125 | UK Long Corporate Bond Pn | 1.00 | 0.00 | 3.72 | -27.90 | -18.32 | |
126 | UK Smaller Companies Pn | 1.00 | 0.00 | 5.58 | -25.85 | -2.80 | |
127 | Universal Balanced Collection Pn | 1.00 | 0.00 | 8.69 | 6.28 | 29.48 | |
128 | Universal Lifestyle Collection Pn | 1.00 | 0.00 | 8.69 | 6.28 | 29.48 | |
129 | With Profit Growth Pn | 1.00 | 0.00 | 5.88 | 14.41 | 27.95 | n/a (sector not rated) |
130 | With-Profits Cautious Pn | 1.00 | 0.00 | 4.95 | 2.70 | 15.63 | n/a (sector not rated) |