Investments

Flexible Pension Plan - Insured Part - Establishme

Fund overview
Funds available within this product	130
Number of funds holdable at same time	10
Fund switching available
Unlimited free switches
Number of free switches p.a	20
Switching charge (£/%)	0 %
No minimum switch
Minimum amount per switch (£/%)	£ 1000

Aegon/Scottish Equitable plc

User rating:

Based on 121 respondent(s)

130 funds available


		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	8.36	26.52	12.65
2	60/40 Cautious Managed Collection Pn	1.00	0.00	6.75	22.97	6.32
3	70/30 Defensive Managed Collection Pn	1.00	0.00	5.14	19.10	0.22
4	80/20 Defensive Managed Collection Pn	1.00	0.00	3.60	15.79	-5.17
5	Aegon (ex NT) BlackRock 50/50 Bond & Equity Pn	1.00	1.00	9.42	24.25	-0.58
6	Aegon (ex NT) BlackRock 50/50 Global Equity Pn	1.00	1.00	21.36	52.92	63.18	n/a
7	Aegon (ex NT) BlackRock Consensus Pn	1.00	1.00	13.94	35.91	36.40
8	Aegon AM Core Plus Pn	1.00	0.00	-0.48	5.52	-20.44
9	Aegon AM Ethical Corporate Bond Pn	1.00	1.00	1.52	16.06	-6.21
10	Aegon AM High Yield Bond Pn	1.00	1.00	3.68	28.17	23.30
11	Aegon AM Investment Grade Bond Pn	1.00	1.00	-0.06	17.69	-3.40
12	Aegon AM Sterling Corporate Bond Pn	1.00	1.00	1.76	17.53	-3.76
13	Aegon AM Strategic Bond Pn	1.00	1.00	-3.67	25.96	3.60
14	Aegon Artemis SmartGARP UK Equity Pn	1.00	1.00	25.48	93.86	117.38
15	Aegon Baillie Gifford International Pn	1.00	0.00	1.68	29.63	6.97
16	Aegon Baillie Gifford UK and Worldwide Equity Pn	1.00	0.00	9.88	34.74	5.87
17	Aegon Baillie Gifford UK Equity Core Growth Pn	1.00	0.00	7.39	30.59	14.47
18	Aegon BlackRock 40/60 Global Equity Tracker Pn	1.00	0.00	19.29	52.09	63.90
19	Aegon BlackRock 50/50 Equity and Bond Tracker Pn	1.00	0.00	9.42	24.25	-0.58
20	Aegon Blackrock 50/50 Global Equity Tracker Pn	1.00	0.00	21.84	54.77	66.48	n/a
21	Aegon BlackRock Consensus Lifestyle Pn	1.00	0.00	13.94	35.91	36.40
22	Aegon BlackRock Consensus Pn	1.00	0.00	13.94	35.91	36.40
23	Aegon BlackRock Developed Markets Sustainable Equity (Closed to new investors) Pn	1.00	0.00	5.07	22.86	17.73
24	Aegon BlackRock European Equity Tracker Pn	1.00	0.00	17.02	43.32	45.72	n/a
25	Aegon BlackRock Japanese Equity Tracker Pn	1.00	0.00	25.56	53.47	50.81	n/a
26	Aegon BlackRock Over 15 Years Corporate Bond Tracker Pn	1.00	0.00	-1.36	4.74	-34.62
27	Aegon BlackRock Over 15 Years UK Gilt Tracker Pn	1.00	0.00	-2.35	-5.78	-49.32	n/a
28	Aegon BlackRock Pacific Rim Equity Tracker Pn	1.00	0.00	52.86	81.55	73.79
29	Aegon BlackRock Pacific Rim Equity Tracker Pn	1.00	0.00	52.86	81.55	73.79
30	Aegon BlackRock UK Equity Tracker Pn	1.00	0.00	18.13	41.03	52.10	n/a
31	Aegon BlackRock UK Index-Linked Gilt Tracker Pn	1.00	0.00	1.86	-8.06	-47.29	n/a
32	Aegon BlackRock US Equity Tracker Pn	1.00	0.00	18.11	61.78	79.51	n/a
33	Aegon BlackRock US Equity Tracker Pn	1.00	0.00	18.11	61.78	79.51	n/a
34	Aegon BlackRock World (ex-UK) Equity Tracker Pn	1.00	0.00	19.89	58.64	69.57	n/a
35	Aegon BNY Mellon Global Income Pn	1.00	1.00	19.17	37.18	63.90
36	Aegon BNY Mellon Multi-Asset Balanced Pn	1.00	0.00	9.93	31.50	39.14
37	Aegon BNY Mellon Multi-Asset Growth Pn	1.00	0.00	16.80	39.87	46.96
38	Aegon BNY Mellon UK Income Pn	1.00	0.00	27.60	64.61	102.54
39	Aegon Janus Henderson US Growth Pn	1.00	1.00	4.70	50.76	43.29
40	Aegon Ninety One Global Income Opportunities Pn	1.00	1.00	7.11	24.51	10.88
41	Aegon Schroder Global Cities Property Income Pn	1.00	1.00	10.43	18.27	-0.44
42	Aegon Stewart Investors Asia Pacific Leaders Pn	1.00	1.00	21.29	29.16	17.18
43	Aegon UK Corporate Bond Pn	1.00	0.00	1.24	14.49	-7.01
44	Annuity Target Pn	1.00	0.00	-1.55	-0.67	-46.12
45	Balanced Lifestyle Pn	1.00	0.00	11.61	35.72	25.81
46	Balanced Passive Pn	1.00	0.00	13.70	39.43	39.44	n/a
47	BlackRock 40/60 Global Equity Index Lifestyle Pn	1.00	0.00	19.30	52.12	63.94
48	BlackRock 50/50 Bond & Equity Index Lifestyle Pn	1.00	0.00	9.44	24.31	-0.51
49	BlackRock 50/50 Global Equity Index Lifestyle Pn	1.00	0.00	21.38	52.99	63.29
50	Cash Pn	1.00	0.00	3.01	11.54	14.61
51	Cautious Lifestyle Pn	1.00	0.00	7.91	25.35	20.90
52	Cautious Lifestyle Pn	1.00	0.00	7.91	25.35	20.90
53	Distribution Pn	1.00	0.00	7.91	25.35	20.90
54	Distribution Pn	1.00	0.00	7.91	25.35	20.90
55	Dynamic Lifestyle Pn	1.00	0.00	13.86	49.77	40.07
56	Ethical Pn	1.00	0.00	0.87	21.28	-5.15
57	European Pn	1.00	0.00	18.35	43.96	41.75
58	European Tactical Pn	1.00	0.00	18.39	43.52	42.29
59	External Balanced Collection Pn	1.00	0.00	11.66	35.41	27.58
60	External Stockmarket Collection Pn	1.00	0.00	16.46	45.13	47.20
61	Global Equity Tracker Pn	1.00	0.00	19.94	54.49	68.44
62	Global Pn	1.00	0.00	13.86	49.77	40.07
63	High Yield Corporate Bond Pn	1.00	0.00	3.17	24.09	12.78
64	Index-Linked Pn	1.00	0.00	1.77	-5.40	-41.08
65	International Pn	1.00	0.00	14.71	52.93	43.19
66	Japan Pn	1.00	0.00	28.39	57.87	41.44
67	Kames Enhanced Corporate Bond Pn	1.00	0.00	1.24	14.49	-7.01
68	Kames Enhanced Long Corp Bd Pn	1.00	0.00	-0.39	8.07	-28.30
69	North American Pn	1.00	0.00	17.30	57.86	74.18	n/a
70	Overseas Bond Pn	1.00	0.00	-2.94	-3.66	-14.57
71	Overseas Equity Tracker Pn	1.00	0.00	21.03	59.58	70.79
72	Overseas Tactical Pn	1.00	0.00	14.71	52.93	43.19
73	Pacific Pn	1.00	0.00	29.77	75.16	52.81
74	Property Pn	1.00	0.00	4.09	11.03	2.22	n/a
75	Property Pn	1.00	0.00	4.09	11.03	2.22	n/a
76	Scot Eq Global Equity Tracker Lifestyle Pn	1.00	0.00	19.94	54.49	68.44
77	Scot Eq Janus Henderson Cautious Managed Pn	1.00	1.00	8.10	25.03	18.93
78	Scot Eq Mixed Pn	1.00	0.00	11.61	35.72	25.81
79	Scottish Equitable (ex-Insight DTR) BlackRock Diversified Dynamic Growth Pn	1.00	1.00	8.80	34.02	23.88
80	Scottish Equitable Artemis Income Pn	1.00	1.00	12.89	50.78	62.74
81	Scottish Equitable Artemis UK Special Situations Pn	1.00	1.00	12.83	46.49	42.89
82	Scottish Equitable Baillie Gifford High Yield Bond Pn	1.00	1.00	2.53	24.34	10.35
83	Scottish Equitable BlackRock Balanced Managed Pn	1.00	0.00	12.52	39.80	31.42	n/a
84	Scottish Equitable BlackRock Balanced Managed Pn	1.00	0.00	12.52	39.80	31.42
85	Scottish Equitable BlackRock Gold and General Pn	1.00	1.00	49.22	224.73	216.30
86	Scottish Equitable BlackRock UK (Closed to new investors) Pn	1.00	1.00	11.37	25.77	5.08
87	Scottish Equitable BlackRock UK Smaller Companies Pn	1.00	1.00	5.14	5.97	-28.04
88	Scottish Equitable BlackRock UK Special Situations Pn	1.00	1.00	7.91	15.64	-3.99
89	Scottish Equitable BlackRock US Dynamic Pn	1.00	1.00	23.38	65.15	89.56
90	Scottish Equitable Fidelity Asia Pn	1.00	1.00	47.99	84.46	54.00
91	Scottish Equitable Fidelity European Pn	1.00	1.00	7.87	20.62	30.92
92	Scottish Equitable Invesco Asian Pn	1.00	1.00	27.61	65.94	77.26
93	Scottish Equitable Invesco Balanced Managed Pn	1.00	0.00	17.87	53.63	67.09
94	Scottish Equitable Invesco Corporate Bond Pn	1.00	1.00	0.61	13.91	-2.00
95	Scottish Equitable Invesco Income Pn	1.00	1.00	16.39	43.98	48.64
96	Scottish Equitable Invesco Stockmarket Managed Pn	1.00	0.00	23.53	70.33	97.47
97	Scottish Equitable JPMorgan Europe Dynamic ex-UK Pn	1.00	1.00	14.98	52.93	55.16
98	Scottish Equitable JPMorgan Natural Resources Pn	1.00	1.00	47.01	63.59	133.41
99	Scottish Equitable Lazard Balanced Managed Pn	1.00	0.00	10.91	28.33	20.60
100	Scottish Equitable Lazard European Smaller Companies Pn	1.00	0.00	4.72	28.13	-5.08
101	Scottish Equitable Lazard Managed Equity Pn	1.00	0.00	14.44	31.98	38.09
102	Scottish Equitable Man Balanced Managed Pn	1.00	0.00	15.22	39.27	47.83
103	Scottish Equitable Man Stockmarket Managed Pn	1.00	0.00	17.88	44.78	58.41
104	Scottish Equitable Schroder Income Pn	1.00	2.00	16.43	55.07	80.55
105	Scottish Equitable Schroder Tokyo Pn	1.00	1.00	31.04	57.43	61.05
106	Scottish Equitable Schroder UK Alpha Plus (Closed to new investors) Pn	1.00	2.00	14.80	12.70	6.49
107	Scottish Equitable Schroder UK Mid-250 Pn	1.00	1.00	17.81	52.76	33.05
108	Scottish Equitable Schroder UK Smaller Companies Pn	1.00	1.00	-0.23	18.24	-23.68
109	Scottish Equitable UBS Balanced Managed Pn	1.00	0.00	14.65	38.62	27.56
110	Scottish Equitable UBS Global Emerging Markets Equity Pn	1.00	0.00	18.26	49.60	19.52
111	Scottish Equitable UBS US Equity Pn	1.00	0.00	15.29	34.58	50.59
112	Select Reserve Pn	1.00	0.00	1.45	8.23	-12.98
113	Socially Responsible Equity Pn	1.00	1.00	1.57	21.48	-14.16
114	Technology Pn	1.00	0.00	21.95	110.92	120.79
115	UBS Stockmarket Managed Pn	1.00	0.00	23.56	70.38	97.54
116	UBS Stockmarket Managed Pn	1.00	0.00	23.56	70.38	97.54
117	UK Equity Pn	1.00	0.00	13.82	38.87	38.19
118	UK Equity Tactical Pn	1.00	0.00	12.02	33.70	19.83
119	UK Figet Pn	1.00	0.00	10.00	30.34	20.18
120	UK Figet Pn	1.00	0.00	10.00	30.34	20.18
121	UK Fixed Interest and Global Equity Tracker Pn	1.00	0.00	9.98	30.26	20.07	n/a
122	UK Fixed Interest Pn	1.00	0.00	0.38	8.85	-15.92
123	UK Government Bond Pn	1.00	0.00	-0.38	3.27	-24.55
124	UK Index Tracker Pn	1.00	0.00	17.64	47.64	60.97	n/a
125	UK Long Corporate Bond Pn	1.00	0.00	-0.39	8.07	-28.30
126	UK Smaller Companies Pn	1.00	0.00	0.69	12.73	-30.36
127	Universal Balanced Collection Pn	1.00	0.00	15.42	46.13	40.50
128	Universal Lifestyle Collection Pn	1.00	0.00	15.42	46.13	40.50
129	With Profit Growth Pn	1.00	0.00	15.42	36.31	42.11	n/a (sector not rated)
130	With-Profits Cautious Pn	1.00	0.00	5.98	19.70	14.95	n/a (sector not rated)

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Flexible Pension Plan - Insured Part - Establishme

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