| | 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 | 5.71 | -3.28 | 11.25 | |
2 | 60/40 Cautious Managed Collection Pn | 1.00 | 0.00 | 4.96 | -6.62 | 6.28 | |
3 | 70/30 Defensive Managed Collection Pn | 1.00 | 0.00 | 4.24 | -9.60 | 1.61 | |
4 | 80/20 Defensive Managed Collection Pn | 1.00 | 0.00 | 3.51 | -12.53 | -2.81 | |
5 | Aegon (ex NT) BlackRock 50/50 Bond & Equity Pn | 1.00 | 1.00 | 2.96 | -13.10 | -0.62 | |
6 | Aegon (ex NT) BlackRock 50/50 Global Equity Pn | 1.00 | 1.00 | 6.93 | 16.41 | 33.87 | n/a |
7 | Aegon (ex NT) BlackRock Consensus Pn | 1.00 | 1.00 | 5.93 | 8.82 | 24.98 | |
8 | Aegon AM Core Plus Pn | 1.00 | 0.00 | 1.12 | -20.52 | -13.69 | |
9 | Aegon AM Ethical Corporate Bond Pn | 1.00 | 1.00 | 4.83 | -13.18 | -4.91 | |
10 | Aegon AM High Yield Bond Pn | 1.00 | 1.00 | 12.26 | 6.20 | 18.05 | |
11 | Aegon AM Investment Grade Bond Pn | 1.00 | 1.00 | 5.80 | -11.29 | -1.41 | |
12 | Aegon AM Sterling Corporate Bond Pn | 1.00 | 1.00 | 5.92 | -11.46 | -2.60 | |
13 | Aegon AM Strategic Bond Pn | 1.00 | 1.00 | 6.35 | -8.94 | 10.40 | |
14 | Aegon AM UK Sustainable Opportunities Pn | 1.00 | 1.00 | 7.66 | -15.61 | 10.14 | |
15 | Aegon Artemis SmartGARP UK Equity Pn | 1.00 | 1.00 | 8.26 | 27.75 | 45.07 | |
16 | Aegon BlackRock 40/60 Global Equity Tracker Pn | 1.00 | 0.00 | 10.86 | 20.22 | 45.38 | |
17 | Aegon BlackRock 50/50 Equity and Bond Tracker Pn | 1.00 | 0.00 | 2.96 | -13.10 | -0.62 | |
18 | Aegon Blackrock 50/50 Global Equity Tracker Pn | 1.00 | 0.00 | 7.36 | 17.82 | 36.58 | n/a |
19 | Aegon BlackRock Consensus Lifestyle Pn | 1.00 | 0.00 | 5.93 | 8.82 | 24.98 | |
20 | Aegon BlackRock Consensus Pn | 1.00 | 0.00 | 5.93 | 8.82 | 24.98 | |
21 | Aegon BlackRock Developed Markets Sustainable Equity Pn | 1.00 | 0.00 | 13.77 | 10.09 | 29.14 | |
22 | Aegon BlackRock European Equity Tracker Pn | 1.00 | 0.00 | 5.64 | 16.70 | 42.74 | n/a |
23 | Aegon BlackRock Japanese Equity Tracker Pn | 1.00 | 0.00 | 15.39 | 11.03 | 36.17 | n/a |
24 | Aegon BlackRock Over 15 Years Corporate Bond Tracker Pn | 1.00 | 0.00 | 3.00 | -31.54 | -21.79 | |
25 | Aegon BlackRock Over 15 Years UK Gilt Tracker Pn | 1.00 | 0.00 | -5.99 | -43.30 | -38.09 | n/a |
26 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 1.00 | 0.00 | -2.37 | -8.41 | 13.41 | |
27 | Aegon BlackRock Pacific Rim Equity Tracker Pn | 1.00 | 0.00 | -2.37 | -8.41 | 13.41 | |
28 | Aegon BlackRock UK Equity Tracker Pn | 1.00 | 0.00 | 1.32 | 12.25 | 15.29 | n/a |
29 | Aegon BlackRock UK Index-Linked Gilt Tracker Pn | 1.00 | 0.00 | -6.13 | -36.77 | -32.10 | n/a |
30 | Aegon BlackRock US Equity Tracker Pn | 1.00 | 0.00 | 22.98 | 33.42 | 88.28 | n/a |
31 | Aegon BlackRock US Equity Tracker Pn | 1.00 | 0.00 | 22.98 | 33.42 | 88.28 | n/a |
32 | Aegon BlackRock World (ex-UK) Equity Tracker Pn | 1.00 | 0.00 | 17.46 | 24.82 | 67.10 | n/a |
33 | Aegon BNY Mellon Global Income Pn | 1.00 | 1.00 | 1.50 | 22.24 | 40.20 | |
34 | Aegon BNY Mellon Multi-Asset Balanced Pn | 1.00 | 0.00 | 7.59 | 17.32 | 42.83 | |
35 | Aegon BNY Mellon Multi-Asset Growth Pn | 1.00 | 0.00 | 4.74 | 13.36 | 45.51 | |
36 | Aegon BNY Mellon UK Income Pn | 1.00 | 0.00 | 5.06 | 28.88 | 37.34 | |
37 | Aegon Ninety One Global Income Opportunities Pn | 1.00 | 1.00 | 1.12 | -8.42 | -7.98 | |
38 | Aegon Schroder Global Cities Property Income Pn | 1.00 | 1.00 | -0.21 | -7.44 | 3.51 | |
39 | Aegon UK Corporate Bond Pn | 1.00 | 0.00 | 5.12 | -13.16 | -4.65 | |
40 | Balanced Lifestyle Pn | 1.00 | 0.00 | 5.80 | 2.95 | 31.21 | |
41 | Balanced Passive Pn | 1.00 | 0.00 | 7.15 | 9.38 | 26.13 | |
42 | BlackRock 40/60 Global Equity Index Lifestyle Pn | 1.00 | 0.00 | 10.87 | 20.24 | 45.42 | |
43 | BlackRock 50/50 Bond & Equity Index Lifestyle Pn | 1.00 | 0.00 | 2.97 | -13.08 | -0.57 | |
44 | BlackRock 50/50 Global Equity Index Lifestyle Pn | 1.00 | 0.00 | 6.94 | 16.44 | 33.92 | |
45 | Cash Pn | 1.00 | 0.00 | 4.21 | 5.00 | 4.03 | |
46 | Cautious Lifestyle Pn | 1.00 | 0.00 | 6.37 | 4.64 | 10.91 | |
47 | Cautious Lifestyle Pn | 1.00 | 0.00 | 6.37 | 4.64 | 10.91 | |
48 | Distribution Pn | 1.00 | 0.00 | 6.37 | 4.64 | 10.91 | |
49 | Distribution Pn | 1.00 | 0.00 | 6.37 | 4.64 | 10.91 | |
50 | Dynamic Lifestyle Pn | 1.00 | 0.00 | 14.36 | 11.94 | 65.15 | |
51 | Ethical Pn | 1.00 | 0.00 | 8.78 | -7.56 | 12.98 | |
52 | European Pn | 1.00 | 0.00 | 7.84 | 19.68 | 53.42 | |
53 | European Tactical Pn | 1.00 | 0.00 | 7.57 | 20.52 | 56.73 | |
54 | External Balanced Collection Pn | 1.00 | 0.00 | 7.00 | 3.83 | 27.65 | |
55 | External Stockmarket Collection Pn | 1.00 | 0.00 | 9.37 | 13.20 | 36.37 | |
56 | Global Equity Tracker Pn | 1.00 | 0.00 | 9.62 | 20.93 | 41.61 | n/a |
57 | Global Pn | 1.00 | 0.00 | 14.36 | 11.94 | 65.15 | |
58 | High Yield Corporate Bond Pn | 1.00 | 0.00 | 9.83 | -0.57 | 11.25 | |
59 | Index-Linked Pn | 1.00 | 0.00 | -4.73 | -31.47 | -26.51 | |
60 | International Pn | 1.00 | 0.00 | 18.78 | 15.34 | 82.16 | |
61 | Japan Pn | 1.00 | 0.00 | 16.27 | 4.19 | 31.10 | |
62 | Kames Enhanced Corporate Bond Pn | 1.00 | 0.00 | 5.12 | -13.16 | -4.65 | |
63 | Kames Enhanced Long Corp Bd Pn | 1.00 | 0.00 | 2.75 | -27.75 | -18.20 | |
64 | Long Gilt Pn | 1.00 | 0.00 | -5.90 | -42.70 | -37.57 | |
65 | North American Pn | 1.00 | 0.00 | 20.45 | 30.71 | 81.59 | n/a |
66 | Overseas Bond Pn | 1.00 | 0.00 | -3.77 | -10.91 | -8.34 | |
67 | Overseas Equity Tracker Pn | 1.00 | 0.00 | 16.97 | 24.70 | 66.94 | n/a |
68 | Overseas Tactical Pn | 1.00 | 0.00 | 18.78 | 15.34 | 82.16 | |
69 | Pacific Pn | 1.00 | 0.00 | 0.39 | -13.30 | 18.89 | |
70 | Property Pn | 1.00 | 0.00 | -2.99 | -7.38 | -10.75 | n/a |
71 | Property Pn | 1.00 | 0.00 | -2.99 | -7.38 | -10.75 | n/a |
72 | Scot Eq Global Equity Tracker Lifestyle Pn | 1.00 | 0.00 | 9.62 | 20.93 | 41.61 | n/a |
73 | Scot Eq Janus Henderson Cautious Managed Pn | 1.00 | 1.00 | 1.46 | 0.15 | 8.96 | |
74 | Scot Eq Janus Henderson US Growth Pn | 1.00 | 1.00 | 29.17 | 23.28 | 83.08 | |
75 | Scot Eq Mixed Pn | 1.00 | 0.00 | 5.80 | 2.95 | 31.21 | |
76 | Scottish Equitable (ex-Insight DTR) BlackRock Diversified Dynamic Growth Pn | 1.00 | 1.00 | 5.80 | -0.03 | 13.21 | |
77 | Scottish Equitable Artemis Income Pn | 1.00 | 1.00 | 6.11 | 15.81 | 26.64 | |
78 | Scottish Equitable Artemis UK Special Situations Pn | 1.00 | 1.00 | 7.42 | 4.16 | 30.72 | |
79 | Scottish Equitable Baillie Gifford 60/40 Worldwide Equity Pn | 1.00 | 0.00 | 2.83 | -15.15 | 18.16 | |
80 | Scottish Equitable Baillie Gifford High Yield Bond Pn | 1.00 | 1.00 | 10.93 | -3.47 | 3.88 | |
81 | Scottish Equitable Baillie Gifford International Pn | 1.00 | 0.00 | 13.18 | -5.99 | 46.24 | |
82 | Scottish Equitable Baillie Gifford UK Equity Pn | 1.00 | 0.00 | -0.02 | -6.81 | 2.88 | |
83 | Scottish Equitable BlackRock Balanced Managed Pn | 1.00 | 0.00 | 7.96 | 5.58 | 34.27 | n/a |
84 | Scottish Equitable BlackRock Balanced Managed Pn | 1.00 | 0.00 | 7.96 | 5.58 | 34.27 | |
85 | Scottish Equitable BlackRock Gold and General Pn | 1.00 | 1.00 | -3.38 | -5.20 | 50.96 | |
86 | Scottish Equitable BlackRock UK Pn | 1.00 | 1.00 | 5.07 | -8.92 | 8.84 | |
87 | Scottish Equitable BlackRock UK Smaller Companies Pn | 1.00 | 1.00 | 2.44 | -22.89 | 8.31 | |
88 | Scottish Equitable BlackRock UK Special Situations Pn | 1.00 | 1.00 | 0.12 | -9.55 | 5.28 | |
89 | Scottish Equitable BlackRock US Dynamic Pn | 1.00 | 1.00 | 17.31 | 30.27 | 81.03 | |
90 | Scottish Equitable Fidelity Asia Pn | 1.00 | 1.00 | -1.85 | -24.46 | 0.76 | |
91 | Scottish Equitable Fidelity European Pn | 1.00 | 1.00 | 6.36 | 25.75 | 55.54 | |
92 | Scottish Equitable Invesco Asian Pn | 1.00 | 1.00 | -2.36 | -4.45 | 23.12 | |
93 | Scottish Equitable Invesco Balanced Managed Pn | 1.00 | 0.00 | 9.49 | 21.59 | 27.96 | |
94 | Scottish Equitable Invesco Corporate Bond Pn | 1.00 | 1.00 | 5.70 | -7.52 | -0.07 | |
95 | Scottish Equitable Invesco Income Pn | 1.00 | 1.00 | 5.40 | 13.72 | -5.81 | |
96 | Scottish Equitable Invesco Stockmarket Managed Pn | 1.00 | 0.00 | 15.44 | 34.08 | 50.06 | |
97 | Scottish Equitable JPMorgan Europe Dynamic ex-UK Pn | 1.00 | 1.00 | 10.00 | 23.73 | 54.23 | |
98 | Scottish Equitable JPMorgan Natural Resources Pn | 1.00 | 1.00 | 2.01 | 42.15 | 56.55 | |
99 | Scottish Equitable Lazard Balanced Managed Pn | 1.00 | 0.00 | 3.87 | 1.83 | 21.42 | |
100 | Scottish Equitable Lazard European Smaller Companies Pn | 1.00 | 0.00 | -0.42 | -13.45 | 15.11 | |
101 | Scottish Equitable Lazard Managed Equity Pn | 1.00 | 0.00 | 5.99 | 15.50 | 38.75 | |
102 | Scottish Equitable Man Balanced Managed Pn | 1.00 | 0.00 | 10.77 | 17.96 | 27.92 | |
103 | Scottish Equitable Man Stockmarket Managed Pn | 1.00 | 0.00 | 13.41 | 22.66 | 36.69 | |
104 | Scottish Equitable Schroder Income Pn | 1.00 | 2.00 | 1.02 | 22.28 | 16.45 | |
105 | Scottish Equitable Schroder Tokyo Pn | 1.00 | 1.00 | 15.84 | 15.58 | 30.05 | |
106 | Scottish Equitable Schroder UK Alpha Plus Pn | 1.00 | 2.00 | -6.14 | -6.53 | 4.21 | |
107 | Scottish Equitable Schroder UK Mid-250 Pn | 1.00 | 1.00 | 9.03 | -0.12 | 18.22 | |
108 | Scottish Equitable Schroder UK Smaller Companies Pn | 1.00 | 1.00 | 8.34 | -24.98 | 11.83 | |
109 | Scottish Equitable Stewart Investors Asia Pacific Leaders Sustainability Pn | 1.00 | 1.00 | 2.70 | 0.45 | 26.25 | |
110 | Scottish Equitable UBS Balanced Managed Pn | 1.00 | 0.00 | 3.65 | -2.07 | 7.49 | |
111 | Scottish Equitable UBS Global Emerging Markets Equity Pn | 1.00 | 0.00 | 2.41 | -19.65 | 1.40 | |
112 | Scottish Equitable UBS US Equity Pn | 1.00 | 0.00 | 18.70 | 27.97 | 79.41 | |
113 | Select Reserve Pn | 1.00 | 0.00 | 0.46 | -15.84 | -11.69 | |
114 | Socially Responsible Equity Pn | 1.00 | 1.00 | 2.67 | -20.34 | 1.10 | |
115 | Technology Pn | 1.00 | 0.00 | 36.70 | 44.42 | 195.32 | |
116 | UBS Stockmarket Managed Pn | 1.00 | 0.00 | 15.44 | 34.09 | 41.83 | |
117 | UBS Stockmarket Managed Pn | 1.00 | 0.00 | 15.44 | 34.09 | 41.83 | |
118 | UK Equity Pn | 1.00 | 0.00 | 2.11 | 8.11 | 20.36 | |
119 | UK Equity Tactical Pn | 1.00 | 0.00 | 1.83 | -1.17 | 13.49 | |
120 | UK Figet Pn | 1.00 | 0.00 | 5.80 | -0.16 | 13.24 | |
121 | UK Figet Pn | 1.00 | 0.00 | 5.80 | -0.16 | 13.24 | |
122 | UK Fixed Interest and Global Equity Tracker Pn | 1.00 | 0.00 | 5.79 | -0.20 | 13.17 | n/a |
123 | UK Fixed Interest Pn | 1.00 | 0.00 | 1.96 | -18.44 | -11.86 | |
124 | UK Government Bond Pn | 1.00 | 0.00 | -1.72 | -24.15 | -20.34 | |
125 | UK Index Tracker Pn | 1.00 | 0.00 | 2.74 | 15.30 | 18.67 | n/a |
126 | UK Long Corporate Bond Pn | 1.00 | 0.00 | 2.75 | -27.75 | -18.20 | |
127 | UK Smaller Companies Pn | 1.00 | 0.00 | 5.96 | -24.64 | -1.79 | |
128 | Universal Balanced Collection Pn | 1.00 | 0.00 | 8.69 | 6.54 | 29.77 | |
129 | Universal Lifestyle Collection Pn | 1.00 | 0.00 | 8.69 | 6.54 | 29.77 | |
130 | With Profit Growth Pn | 1.00 | 0.00 | 5.92 | 14.68 | 28.18 | n/a (sector not rated) |
131 | With-Profits Cautious Pn | 1.00 | 0.00 | 4.80 | 2.83 | 15.74 | n/a (sector not rated) |