| | Annual Charges | Performance | |
Rank | Name | Basic | Additional | 1y | 3y | 5y | FE fundinfo Crown rating |
1 | 50/50 Cautious Managed Collection | 0.50 | 0.00 | 6.27 | -3.54 | 6.58 | |
2 | 60/40 Cautious Managed Collection | 0.50 | 0.00 | 5.17 | -6.65 | 2.21 | |
3 | 70/30 Defensive Managed Collection | 0.50 | 0.00 | 4.01 | -9.66 | -2.30 | |
4 | 80/20 Defensive Managed Collection | 0.50 | 0.00 | 2.95 | -12.72 | -6.70 | |
5 | Aegon AM Ethical Corporate Bond | 0.50 | 1.00 | 4.17 | -12.57 | -6.30 | |
6 | Aegon AM High Yield Bond | 0.50 | 1.00 | 11.95 | 6.01 | 16.28 | |
7 | Aegon AM Investment Grade Bond | 0.50 | 1.00 | 5.56 | -10.15 | -2.43 | |
8 | Aegon AM Sterling Corporate Bond | 0.50 | 1.00 | 5.27 | -10.94 | -4.39 | |
9 | Aegon AM Strategic Bond | 0.50 | 1.00 | 5.25 | -8.41 | 7.72 | |
10 | Aegon AM UK Sustainable Opportunities | 0.50 | 1.00 | 7.56 | -11.04 | 11.49 | |
11 | Aegon Artemis SmartGARP UK Equity | 0.50 | 1.00 | 12.67 | 32.26 | 53.59 | |
12 | Aegon BNY Mellon Global Income | 0.50 | 1.00 | 4.17 | 23.76 | 38.72 | |
13 | Aegon BNY Mellon Multi-Asset Balanced | 0.50 | 0.00 | 7.63 | 16.42 | 36.48 | |
14 | Aegon BNY Mellon Multi-Asset Growth | 0.50 | 0.00 | 6.15 | 13.51 | 39.31 | |
15 | Aegon BNY Mellon UK Income | 0.50 | 0.00 | 9.45 | 34.74 | 42.28 | |
16 | Aegon Ninety One Global Income Opportunities | 0.50 | 1.00 | 1.33 | -8.19 | -6.65 | |
17 | Aegon Schroder Global Cities Property Income | 0.50 | 1.00 | 2.23 | -5.55 | 2.14 | |
18 | Balanced Passive | 0.50 | 0.00 | 7.79 | 10.00 | 23.33 | |
19 | Cash | 0.50 | 0.00 | 3.12 | 3.36 | 2.13 | |
20 | Distribution | 0.50 | 0.00 | 5.59 | 3.55 | 7.11 | |
21 | Ethical | 0.50 | 0.00 | 9.08 | -4.90 | 11.28 | |
22 | European | 0.50 | 0.00 | 9.39 | 18.60 | 46.91 | |
23 | External Balanced Collection | 0.50 | 0.00 | 7.61 | 4.68 | 23.95 | |
24 | External Stockmarket Collection | 0.50 | 0.00 | 12.04 | 13.62 | 31.66 | |
25 | Foreign Bond/Currency | 0.50 | 0.00 | -5.13 | -11.48 | -11.25 | |
26 | Global | 0.50 | 0.00 | 12.64 | 11.62 | 47.89 | |
27 | High Yield Corporate Bond | 0.50 | 0.00 | 10.11 | -0.16 | 9.43 | |
28 | Index-Linked | 0.50 | 0.00 | -6.91 | -32.87 | -29.51 | |
29 | Insight Investment Diversified Target Return | 0.50 | 1.00 | 1.52 | -7.17 | -9.87 | |
30 | International | 0.50 | 0.00 | 12.31 | 11.04 | 48.89 | |
31 | Japan | 0.50 | 0.00 | 14.65 | 4.19 | 24.98 | |
32 | JPM US | 0.50 | 1.00 | 27.83 | 20.03 | 65.22 | |
33 | Mixed | 0.50 | 0.00 | 5.90 | 1.34 | 21.42 | |
34 | North American | 0.50 | 0.00 | 18.12 | 18.10 | 70.48 | |
35 | Pacific | 0.50 | 0.00 | 5.28 | -8.66 | 19.76 | |
36 | Scot Eq Janus Henderson Cautious Managed | 0.50 | 1.00 | 2.18 | 2.47 | 11.75 | |
37 | Scot Eq Janus Henderson US Growth | 0.50 | 1.00 | 28.52 | 21.86 | 69.28 | |
38 | Scottish Equitable Artemis Income | 0.50 | 1.00 | 7.70 | 18.42 | 28.96 | |
39 | Scottish Equitable Artemis UK Special Situations | 0.50 | 1.00 | 9.45 | 6.88 | 30.30 | |
40 | Scottish Equitable Baillie Gifford Balanced Managed | 0.50 | 0.00 | 6.35 | -14.26 | 18.84 | |
41 | Scottish Equitable Baillie Gifford High Yield Bond | 0.50 | 1.00 | 11.72 | -3.51 | 2.12 | |
42 | Scottish Equitable Baillie Gifford International | 0.50 | 0.00 | 14.42 | -4.78 | 39.52 | |
43 | Scottish Equitable Baillie Gifford Stockmarket Managed | 0.50 | 0.00 | 8.66 | -14.17 | 9.71 | |
44 | Scottish Equitable BlackRock Balanced Managed | 0.50 | 0.00 | 8.33 | 5.73 | 27.73 | |
45 | Scottish Equitable BlackRock Balanced Managed | 0.50 | 0.00 | 8.33 | 5.73 | 27.73 | n/a |
46 | Scottish Equitable BlackRock Gold and General | 0.50 | 1.00 | 0.11 | -3.85 | 53.44 | |
47 | Scottish Equitable BlackRock UK | 0.50 | 1.00 | 6.75 | -5.31 | 8.36 | |
48 | Scottish Equitable BlackRock UK Absolute Alpha | 0.50 | 2.00 | 6.04 | 13.77 | 14.80 | |
49 | Scottish Equitable BlackRock UK Smaller Companies | 0.50 | 1.00 | 3.22 | -18.77 | 8.13 | |
50 | Scottish Equitable BlackRock UK Special Situations | 0.50 | 1.00 | 2.74 | -4.57 | 6.87 | |
51 | Scottish Equitable BlackRock US Dynamic | 0.50 | 1.00 | 17.61 | 27.04 | 66.75 | |
52 | Scottish Equitable Fidelity Asia | 0.50 | 1.00 | 4.31 | -19.24 | 4.48 | |
53 | Scottish Equitable Fidelity European | 0.50 | 1.00 | 6.97 | 24.51 | 51.02 | |
54 | Scottish Equitable Invesco Asian | 0.50 | 1.00 | 3.87 | 0.12 | 25.51 | |
55 | Scottish Equitable Invesco Balanced Managed | 0.50 | 0.00 | 11.01 | 21.74 | 27.09 | |
56 | Scottish Equitable Invesco Corporate Bond | 0.50 | 1.00 | 4.72 | -8.15 | -2.89 | |
57 | Scottish Equitable Invesco Income | 0.50 | 1.00 | 7.70 | 18.34 | -2.07 | |
58 | Scottish Equitable Invesco StockMarket Managed | 0.50 | 0.00 | 17.20 | 33.73 | 46.19 | |
59 | Scottish Equitable JPMorgan Europe Dynamic ex-UK | 0.50 | 1.00 | 10.93 | 21.78 | 48.12 | |
60 | Scottish Equitable JPMorgan Natural Resources | 0.50 | 1.00 | 9.54 | 48.48 | 65.54 | |
61 | Scottish Equitable Lazard Balanced Managed | 0.50 | 0.00 | 5.66 | 4.64 | 20.57 | |
62 | Scottish Equitable Lazard Emerging Markets | 0.50 | 0.00 | 13.99 | 13.59 | 19.49 | |
63 | Scottish Equitable Lazard European Smaller Companies | 0.50 | 0.00 | 2.63 | -11.17 | 15.09 | |
64 | Scottish Equitable Lazard Managed Equity | 0.50 | 0.00 | 8.99 | 17.75 | 37.95 | |
65 | Scottish Equitable Lazard UK Alpha | 0.50 | 1.00 | 4.95 | 15.64 | 20.69 | |
66 | Scottish Equitable Man Balanced Managed | 0.50 | 0.00 | 10.71 | 16.56 | 24.33 | |
67 | Scottish Equitable Man Stockmarket Managed | 0.50 | 0.00 | 13.12 | 20.68 | 31.61 | |
68 | Scottish Equitable Schroder Income | 0.50 | 1.00 | 5.98 | 27.71 | 23.12 | |
69 | Scottish Equitable Schroder Tokyo | 0.50 | 1.00 | 12.28 | 13.50 | 22.71 | |
70 | Scottish Equitable Schroder UK Alpha Plus | 0.50 | 1.00 | -3.84 | -3.05 | 6.85 | |
71 | Scottish Equitable Schroder UK Mid-250 | 0.50 | 1.00 | 9.53 | 1.92 | 16.25 | |
72 | Scottish Equitable Schroder UK Smaller Companies | 0.50 | 1.00 | 10.66 | -21.03 | 11.33 | |
73 | Scottish Equitable Stewart Investors Asia Pacific Leaders Sustainability | 0.50 | 1.00 | 3.91 | 2.97 | 24.73 | |
74 | Scottish Equitable UBS Balanced Managed | 0.50 | 0.00 | 4.93 | 1.15 | 10.57 | |
75 | Scottish Equitable UBS Global Emerging Markets Equity | 0.50 | 0.00 | 10.39 | -12.74 | 7.15 | |
76 | Scottish Equitable UBS US Equity | 0.50 | 0.00 | 19.99 | 26.99 | 69.99 | |
77 | Scottish Equitable UK Smaller Companies | 0.50 | 1.00 | 7.44 | -17.98 | 4.27 | |
78 | Select Distribution | 0.50 | 0.00 | -2.52 | -5.41 | -11.95 | |
79 | Select Reserve | 0.50 | 0.00 | -1.00 | -18.75 | -18.58 | |
80 | Socially Responsible Equity | 0.50 | 1.00 | 4.99 | -15.69 | 2.29 | |
81 | Technology | 0.50 | 0.00 | 35.37 | 39.91 | 143.82 | |
82 | UBS Stockmarket Managed | 0.50 | 0.00 | 17.28 | 34.17 | 42.61 | |
83 | UK Equity | 0.50 | 0.00 | 5.55 | 2.68 | 16.14 | |
84 | UK Extra Income | 0.50 | 0.00 | 3.46 | -13.84 | -8.76 | |
85 | UK Fixed Interest | 0.50 | 0.00 | 0.62 | -18.66 | -15.19 | |
86 | UK Government Bond | 0.50 | 0.00 | -2.98 | -24.81 | -23.41 | |
87 | Universal Balanced Collection | 0.50 | 0.00 | 7.81 | 8.83 | 23.87 | |
88 | With Profit Cautious | 0.50 | 0.00 | 4.83 | 1.84 | 13.17 | n/a (sector not rated) |
89 | With Profit Cautious | 0.50 | 0.00 | 4.83 | 1.84 | 13.17 | n/a (sector not rated) |
90 | With-Profits Growth (Closed to new investors) | 0.50 | 0.00 | 6.88 | 13.96 | 25.61 | n/a (sector not rated) |
91 | With-Profits Growth (Closed to new investors) | 0.50 | 0.00 | 6.88 | 13.96 | 25.61 | n/a (sector not rated) |