| | Annual Charges | Performance | |
Rank | Name | Basic | Additional | 1y | 3y | 5y | FE fundinfo Crown rating |
1 | (ex Insight DTR) Blackrock Diversified Dynamic Growth Pn | 1.00 | 1.00 | 7.96 | 2.70 | 16.29 | |
2 | 50/50 Cautious Managed Collection Pn | 1.00 | 0.00 | 8.88 | 1.19 | 15.11 | |
3 | 60/40 Cautious Mgd Collection Pn | 1.00 | 0.00 | 7.53 | -2.76 | 9.40 | |
4 | 70/30 Defensive Managed Collection Pn | 1.00 | 0.00 | 6.22 | -6.35 | 4.00 | |
5 | 80/20 Defensive Mgd Collection Pn | 1.00 | 0.00 | 4.95 | -9.73 | -1.07 | |
6 | Aegon (ex NT) BlackRock 50/50 Bond & Equity Pn | 1.00 | 1.00 | 7.02 | -8.56 | 3.34 | |
7 | Aegon (ex NT) BlackRock 50/50 Global Equity Pn | 1.00 | 1.00 | 14.39 | 24.32 | 43.41 | n/a |
8 | Aegon (ex NT) BlackRock Consensus Pn | 1.00 | 1.00 | 10.81 | 15.17 | 31.58 | |
9 | Aegon AM Core Plus Pn | 1.00 | 0.00 | 1.05 | -18.89 | -13.64 | |
10 | Aegon AM Ethical Corporate Bond Pn | 1.00 | 1.00 | 5.77 | -11.34 | -3.91 | |
11 | Aegon AM High Yield Bond Pn | 1.00 | 1.00 | 15.24 | 7.76 | 20.55 | |
12 | Aegon AM Investment Grade Bond Pn | 1.00 | 1.00 | 7.22 | -9.21 | -0.14 | |
13 | Aegon AM Sterling Corporate Bond Pn | 1.00 | 1.00 | 7.08 | -9.45 | -1.33 | |
14 | Aegon AM Strategic Bond Pn | 1.00 | 1.00 | 9.33 | -7.06 | 13.01 | |
15 | Aegon AM UK Sustainable Opportunities Pn | 1.00 | 1.00 | 14.58 | -8.38 | 18.85 | |
16 | Aegon Artemis SmartGARP UK Equity Pn | 1.00 | 1.00 | 15.98 | 36.76 | 57.36 | |
17 | Aegon BlackRock 40/60 Global Equity Tracker Pn | 1.00 | 0.00 | 17.84 | 29.60 | 55.74 | |
18 | Aegon BlackRock 50/50 Equity and Bond Tracker Pn | 1.00 | 0.00 | 7.02 | -8.56 | 3.34 | |
19 | Aegon Blackrock 50/50 Global Equity Tracker Pn | 1.00 | 0.00 | 14.85 | 25.82 | 46.31 | n/a |
20 | Aegon BlackRock Consensus Lifestyle Pn | 1.00 | 0.00 | 10.81 | 15.17 | 31.58 | |
21 | Aegon BlackRock Consensus Pn | 1.00 | 0.00 | 10.81 | 15.17 | 31.58 | |
22 | Aegon BlackRock European Equity Tracker Pn | 1.00 | 0.00 | 15.55 | 26.77 | 55.67 | n/a |
23 | Aegon BlackRock Japanese Equity Tracker Pn | 1.00 | 0.00 | 23.43 | 17.33 | 44.68 | n/a |
24 | Aegon BlackRock Over 15 Years Corporate Bond Tracker Pn | 1.00 | 0.00 | 4.89 | -29.30 | -20.33 | |
25 | Aegon BlackRock Over 15 Years UK Gilt Tracker Pn | 1.00 | 0.00 | -5.62 | -40.90 | -38.12 | n/a |
26 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 1.00 | 0.00 | 5.00 | -0.85 | 22.79 | |
27 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 1.00 | 0.00 | 5.00 | -0.85 | 22.79 | |
28 | Aegon BlackRock UK Equity Tracker Pn | 1.00 | 0.00 | 7.64 | 18.79 | 22.06 | n/a |
29 | Aegon BlackRock UK Index Linked Gilt Tracker Pn | 1.00 | 0.00 | -5.00 | -35.19 | -32.90 | n/a |
30 | Aegon BlackRock US Equity Tracker Pn | 1.00 | 0.00 | 29.46 | 46.44 | 102.70 | n/a |
31 | Aegon BlackRock US Equity Tracker Pn | 1.00 | 0.00 | 29.46 | 46.44 | 102.70 | n/a |
32 | Aegon BlackRock World (ex UK) Equity Tracker Pn | 1.00 | 0.00 | 24.82 | 36.15 | 80.30 | n/a |
33 | Aegon BNY Mellon Global Income Pn | 1.00 | 1.00 | 8.40 | 28.79 | 51.09 | |
34 | Aegon BNY Mellon Multi-Asset Balanced Pn | 1.00 | 0.00 | 11.88 | 24.93 | 50.64 | |
35 | Aegon BNY Mellon Multi-Asset Growth Pn | 1.00 | 0.00 | 8.96 | 20.63 | 56.23 | |
36 | Aegon BNY Mellon UK Income Pn | 1.00 | 0.00 | 13.02 | 35.51 | 44.23 | |
37 | Aegon Ninety One Global Income Opportunities Pn | 1.00 | 1.00 | 3.17 | -4.96 | -4.44 | |
38 | Aegon Schroder Global Cities Property Income Pn | 1.00 | 1.00 | 8.37 | 0.61 | 8.39 | |
39 | Aegon UK Corporate Bond Pn | 1.00 | 0.00 | 5.93 | -11.41 | -3.17 | |
40 | Artemis Income Pn | 1.00 | 1.00 | 14.06 | 23.98 | 35.93 | |
41 | Artemis UK Special Situations Pn | 1.00 | 1.00 | 14.79 | 10.35 | 38.62 | |
42 | Baillie Gifford 60/40 Worldwide Equity Pn | 1.00 | 0.00 | 9.95 | -6.44 | 29.35 | |
43 | Baillie Gifford High Yield Bond Pn | 1.00 | 1.00 | 13.18 | -1.95 | 6.34 | |
44 | Baillie Gifford International Pn | 1.00 | 0.00 | 20.17 | 3.23 | 58.35 | |
45 | Baillie Gifford UK Equity Pn | 1.00 | 0.00 | 7.36 | 2.16 | 12.74 | |
46 | Balanced Lifestyle Pn | 1.00 | 0.00 | 9.95 | 9.35 | 37.65 | |
47 | Balanced Passive Pn | 1.00 | 0.00 | 12.17 | 15.74 | 31.94 | |
48 | BlackRock 40/60 Global Equity Index Lifestyle Pn | 1.00 | 0.00 | 17.84 | 29.62 | 55.78 | |
49 | BlackRock 50/50 Bond & Equity Index Lifestyle Pn | 1.00 | 0.00 | 7.03 | -8.53 | 3.38 | |
50 | BlackRock 50/50 Global Equity Index Lifestyle Pn | 1.00 | 0.00 | 14.40 | 24.35 | 43.47 | |
51 | BlackRock Balanced Managed Pn | 1.00 | 0.00 | 12.61 | 12.45 | 42.42 | n/a |
52 | BlackRock Balanced Managed Pn | 1.00 | 0.00 | 12.61 | 12.45 | 42.42 | |
53 | BlackRock Global Equity Pn | 1.00 | 0.00 | 19.78 | 18.25 | 36.60 | |
54 | BlackRock Gold & General Pn | 1.00 | 1.00 | -7.53 | -5.57 | 26.83 | |
55 | BlackRock UK Pn | 1.00 | 1.00 | 10.88 | -0.54 | 16.00 | |
56 | BlackRock UK Smaller Companies Pn | 1.00 | 1.00 | 1.86 | -17.99 | 10.60 | |
57 | BlackRock UK Special Situations Pn | 1.00 | 1.00 | 4.91 | -2.89 | 12.49 | |
58 | BlackRock US Dynamic Pn | 1.00 | 1.00 | 24.03 | 41.03 | 96.05 | |
59 | Cash Pn | 1.00 | 0.00 | 4.16 | 4.69 | 3.77 | |
60 | Cautious Life Style Pn | 1.00 | 0.00 | 9.03 | 8.36 | 13.89 | |
61 | Cautious Life Style Pn | 1.00 | 0.00 | 9.03 | 8.36 | 13.89 | |
62 | Distribution Pn | 1.00 | 0.00 | 9.03 | 8.36 | 13.89 | |
63 | Distribution Pn | 1.00 | 0.00 | 9.03 | 8.36 | 13.89 | |
64 | Dynamic Lifestyle Pn | 1.00 | 0.00 | 20.34 | 21.30 | 76.22 | |
65 | Ethical Pn | 1.00 | 0.00 | 15.60 | 1.64 | 23.08 | |
66 | European Pn | 1.00 | 0.00 | 17.99 | 30.55 | 66.19 | |
67 | European Tactical Pn | 1.00 | 0.00 | 17.78 | 31.04 | 69.57 | |
68 | External Balanced Collection Pn | 1.00 | 0.00 | 11.90 | 10.37 | 34.97 | |
69 | External Stockmarket Collection Pn | 1.00 | 0.00 | 15.65 | 21.13 | 45.02 | |
70 | Fidelity Asia Pn | 1.00 | 1.00 | -0.25 | -22.86 | 8.04 | |
71 | Fidelity European Pn | 1.00 | 1.00 | 15.48 | 37.33 | 67.57 | |
72 | Global Equity Tracker Pn | 1.00 | 0.00 | 16.04 | 29.49 | 51.18 | n/a |
73 | Global Pn | 1.00 | 0.00 | 20.34 | 21.30 | 76.22 | |
74 | High Yield Corporate Bond Pn | 1.00 | 0.00 | 11.96 | 1.11 | 13.33 | |
75 | Index Linked Pn | 1.00 | 0.00 | -3.91 | -30.21 | -28.11 | |
76 | International Pn | 1.00 | 0.00 | 25.28 | 25.06 | 94.25 | |
77 | Japan Pn | 1.00 | 0.00 | 23.09 | 11.29 | 39.12 | |
78 | JPM Natural Resources Pn | 1.00 | 1.00 | 5.38 | 42.20 | 53.19 | |
79 | JPMorgan Europe Dynamic ex UK Pn | 1.00 | 1.00 | 19.28 | 34.88 | 66.20 | |
80 | Kames Enhanced Corporate Bond Pn | 1.00 | 0.00 | 5.93 | -11.41 | -3.17 | |
81 | Kames Enhanced Long Corp Bd Pn | 1.00 | 0.00 | 4.25 | -24.69 | -16.74 | |
82 | Lazard Balanced Managed Pn | 1.00 | 0.00 | 8.14 | 7.64 | 26.68 | |
83 | Lazard European Small Companies Pn | 1.00 | 0.00 | 7.62 | -4.38 | 26.85 | |
84 | Lazard Managed Equity Pn | 1.00 | 0.00 | 11.89 | 23.18 | 46.19 | |
85 | Long Gilt Pn | 1.00 | 0.00 | -5.61 | -40.29 | -37.53 | |
86 | Man Balanced Managed Pn | 1.00 | 0.00 | 15.14 | 22.71 | 33.59 | |
87 | Man Stockmarket Managed Pn | 1.00 | 0.00 | 18.28 | 28.01 | 43.68 | |
88 | North American Pn | 1.00 | 0.00 | 26.95 | 43.12 | 95.18 | n/a |
89 | Overseas Bond Pn | 1.00 | 0.00 | -4.70 | -9.27 | -6.72 | |
90 | Overseas Eq Tracker Pn | 1.00 | 0.00 | 23.93 | 35.53 | 79.45 | n/a |
91 | Overseas Tactical Pn | 1.00 | 0.00 | 25.28 | 25.06 | 94.25 | |
92 | Pacific Pn | 1.00 | 0.00 | 3.66 | -9.94 | 26.71 | |
93 | Property Pn | 1.00 | 0.00 | -3.62 | -7.22 | -10.73 | n/a |
94 | Property Pn | 1.00 | 0.00 | -3.62 | -7.22 | -10.73 | n/a |
95 | Schroder Income Pn | 1.00 | 2.00 | 9.12 | 27.28 | 21.98 | |
96 | Schroder Tokyo Pn | 1.00 | 1.00 | 21.22 | 19.69 | 37.17 | |
97 | Schroder UK Alpha Plus Pn | 1.00 | 2.00 | 1.54 | 1.39 | 12.80 | |
98 | Schroder UK Mid 250 Pn | 1.00 | 1.00 | 13.02 | 7.08 | 26.03 | |
99 | Schroder UK Smaller Companies Pn | 1.00 | 1.00 | 7.09 | -23.49 | 11.81 | |
100 | Scot Eq Global Equity Tracker Lifestyle | 1.00 | 0.00 | 16.04 | 29.49 | 51.18 | n/a |
101 | Scot Eq Janus Henderson Cautious Managed Pn | 1.00 | 1.00 | 4.18 | 3.99 | 11.78 | |
102 | Scot Eq Janus Henderson US Growth Pn | 1.00 | 1.00 | 36.16 | 38.98 | 96.65 | |
103 | Scot Eq Mixed Pn | 1.00 | 0.00 | 9.95 | 9.35 | 37.65 | |
104 | Scottish Equitable Invesco Asian Pn | 1.00 | 1.00 | 0.97 | -1.02 | 31.56 | |
105 | Scottish Equitable Invesco Balanced Managed Pn | 1.00 | 0.00 | 15.14 | 28.02 | 33.55 | |
106 | Scottish Equitable Invesco Corporate Bond Pn | 1.00 | 1.00 | 7.91 | -5.45 | 2.28 | |
107 | Scottish Equitable Invesco Income Pn | 1.00 | 1.00 | 12.65 | 20.19 | -0.89 | |
108 | Scottish Equitable Invesco Stockmarket Managed Pn | 1.00 | 0.00 | 22.73 | 43.34 | 58.43 | |
109 | Scottish Equitable Stewart Investors Asia Pacific Leaders Sustainability Pn | 1.00 | 1.00 | 3.89 | 3.30 | 31.26 | |
110 | Select Reserve Acc Pn | 1.00 | 0.00 | 0.58 | -14.51 | -11.52 | |
111 | Socially Responsible Equity Pn | 1.00 | 1.00 | 9.88 | -13.75 | 11.33 | |
112 | Technology Pn | 1.00 | 0.00 | 43.81 | 66.37 | 225.26 | |
113 | UBS Balanced Managed Pn | 1.00 | 0.00 | 8.59 | 2.98 | 13.15 | |
114 | UBS Global Emerging Markets Pn | 1.00 | 0.00 | 5.86 | -17.51 | 9.82 | |
115 | UBS Stockmarket Managed Pn | 1.00 | 0.00 | 22.73 | 43.34 | 52.42 | |
116 | UBS Stockmarket Managed Pn | 1.00 | 0.00 | 22.73 | 43.34 | 52.42 | |
117 | UBS US Equity Pn | 1.00 | 0.00 | 26.50 | 41.30 | 96.70 | |
118 | UK Equity Pn | 1.00 | 0.00 | 8.78 | 15.04 | 26.88 | |
119 | UK Equity Tactical Pn | 1.00 | 0.00 | 7.59 | 5.66 | 19.67 | |
120 | UK Figet Pn | 1.00 | 0.00 | 8.95 | 4.52 | 17.45 | |
121 | UK Figet Pn | 1.00 | 0.00 | 8.95 | 4.52 | 17.45 | |
122 | UK Fixed Interest & Global Eq Trk Pn | 1.00 | 0.00 | 8.94 | 4.47 | 17.37 | n/a |
123 | UK Fixed Interest Pn | 1.00 | 0.00 | 2.21 | -16.69 | -11.27 | |
124 | UK Government Bond Pn | 1.00 | 0.00 | -1.93 | -22.37 | -20.44 | |
125 | UK Index Tracker Pn | 1.00 | 0.00 | 8.88 | 21.84 | 25.96 | n/a |
126 | UK Long Corporate Bond Pn | 1.00 | 0.00 | 4.25 | -24.69 | -16.74 | |
127 | UK Smaller Companies Pn | 1.00 | 0.00 | 8.88 | -18.47 | 5.69 | |
128 | Universal Balanced Collection Pn | 1.00 | 0.00 | 13.48 | 13.08 | 36.43 | |
129 | Universal Lifestyle Collection Pn | 1.00 | 0.00 | 13.48 | 13.08 | 36.43 | |
130 | With Profit Cautious Pn | 1.00 | 0.00 | 6.26 | 5.16 | 17.36 | n/a (sector not rated) |
131 | With Profit Growth Pn | 1.00 | 0.00 | 8.76 | 18.88 | 31.62 | n/a (sector not rated) |