| | | Annual Charges | Performance | |
|---|
| Rank | Name  | Basic  | Additional | 1y | 3y | 5y | FE fundinfo Crown rating |
| 1 | 50/50 Cautious Managed Collection | 0.50 | 0.00 | 6.71 | -2.72 | 7.57 |  |
| 2 | 50/50 Core Portfolio v1 (Closed to new investors) | 0.50 | 1.00 | 4.92 | 1.22 | 6.99 |  |
| 3 | 60/40 Cautious Managed Collection | 0.50 | 0.00 | 5.62 | -5.82 | 3.12 | |
| 4 | 60/40 Core Portfolio v1 (Closed to new investors) | 0.50 | 1.00 | 4.26 | -2.55 | 3.06 | |
| 5 | 70/30 Core Portfolio v1 (Closed to new investors) | 0.50 | 1.00 | 3.56 | -6.18 | -0.90 | |
| 6 | 70/30 Defensive Managed Collection | 0.50 | 0.00 | 4.47 | -8.83 | -1.46 | |
| 7 | 80/20 Core Portfolio | 0.50 | 1.00 | 3.00 | -9.60 | -4.57 | |
| 8 | 80/20 Defensive Managed Collection | 0.50 | 0.00 | 3.42 | -11.90 | -5.94 | |
| 9 | Aegon AM Ethical Corporate Bond | 0.50 | 1.00 | 4.59 | -11.79 | -5.62 |  |
| 10 | Aegon AM High Yield Bond | 0.50 | 1.00 | 11.77 | 6.07 | 16.46 |  |
| 11 | Aegon AM Investment Grade Bond | 0.50 | 1.00 | 6.03 | -9.41 | -1.67 | |
| 12 | Aegon AM Sterling Corporate Bond | 0.50 | 1.00 | 5.66 | -10.13 | -3.69 | |
| 13 | Aegon AM Strategic Bond | 0.50 | 1.00 | 5.96 | -7.45 | 8.81 | |
| 14 | Aegon AM UK Sustainable Opportunities | 0.50 | 1.00 | 9.22 | -9.31 | 13.69 | |
| 15 | Aegon Artemis SmartGARP UK Equity | 0.50 | 1.00 | 13.31 | 32.08 | 54.24 | |
| 16 | Aegon BNY Mellon Global Income | 0.50 | 1.00 | 4.96 | 23.80 | 38.21 | |
| 17 | Aegon BNY Mellon Multi-Asset Balanced | 0.50 | 0.00 | 8.16 | 17.54 | 37.82 |  |
| 18 | Aegon BNY Mellon Multi-Asset Growth | 0.50 | 0.00 | 6.74 | 14.58 | 40.66 | |
| 19 | Aegon BNY Mellon UK Income | 0.50 | 0.00 | 12.25 | 36.63 | 44.13 | |
| 20 | Aegon Ninety One Global Income Opportunities | 0.50 | 1.00 | 2.34 | -7.06 | -5.47 | |
| 21 | Aegon Schroder Global Cities Property Income | 0.50 | 1.00 | 3.46 | -4.59 | 3.04 | |
| 22 | Balanced Passive | 0.50 | 0.00 | 8.03 | 10.51 | 23.66 | |
| 23 | Cash | 0.50 | 0.00 | 3.13 | 3.43 | 2.20 | |
| 24 | Distribution | 0.50 | 0.00 | 5.55 | 5.01 | 7.87 | |
| 25 | Ethical | 0.50 | 0.00 | 9.53 | -2.43 | 13.36 | |
| 26 | European | 0.50 | 0.00 | 7.75 | 18.14 | 45.74 | |
| 27 | External Balanced Collection | 0.50 | 0.00 | 8.30 | 5.53 | 25.33 | |
| 28 | External Stockmarket Collection | 0.50 | 0.00 | 12.43 | 14.44 | 33.13 | |
| 29 | Foreign Bond/Currency | 0.50 | 0.00 | -4.49 | -10.53 | -10.24 | |
| 30 | Global | 0.50 | 0.00 | 12.80 | 12.37 | 48.86 | |
| 31 | High Yield Corporate Bond | 0.50 | 0.00 | 10.20 | 0.24 | 9.88 | |
| 32 | Index-Linked | 0.50 | 0.00 | -5.85 | -31.79 | -30.09 | |
| 33 | Insight Investment Diversified Target Return | 0.50 | 1.00 | 1.48 | -5.87 | -9.22 | |
| 34 | International | 0.50 | 0.00 | 12.39 | 11.71 | 49.94 | |
| 35 | Japan | 0.50 | 0.00 | 17.77 | 10.33 | 30.68 | |
| 36 | JPM US | 0.50 | 1.00 | 26.45 | 19.94 | 68.02 | |
| 37 | Mixed | 0.50 | 0.00 | 6.60 | 2.43 | 22.51 | |
| 38 | North American | 0.50 | 0.00 | 17.79 | 18.09 | 71.96 | |
| 39 | Pacific | 0.50 | 0.00 | 6.83 | -7.36 | 19.75 | |
| 40 | Scot Eq Janus Henderson Cautious Managed | 0.50 | 1.00 | 3.32 | 3.69 | 13.16 | |
| 41 | Scot Eq Janus Henderson US Growth | 0.50 | 1.00 | 27.13 | 21.78 | 72.15 | |
| 42 | Scottish Equitable Artemis Income | 0.50 | 1.00 | 10.02 | 20.36 | 30.95 | |
| 43 | Scottish Equitable Artemis UK Special Situations | 0.50 | 1.00 | 10.61 | 8.55 | 31.73 | |
| 44 | Scottish Equitable Baillie Gifford Balanced Managed | 0.50 | 0.00 | 7.64 | -12.81 | 20.64 | |
| 45 | Scottish Equitable Baillie Gifford High Yield Bond | 0.50 | 1.00 | 11.93 | -3.04 | 2.62 | |
| 46 | Scottish Equitable Baillie Gifford International | 0.50 | 0.00 | 14.14 | -4.54 | 40.87 | |
| 47 | Scottish Equitable Baillie Gifford Stockmarket Managed | 0.50 | 0.00 | 8.64 | -13.06 | 11.27 | |
| 48 | Scottish Equitable BlackRock Balanced Managed | 0.50 | 0.00 | 8.48 | 6.04 | 29.46 | n/a |
| 49 | Scottish Equitable BlackRock Balanced Managed | 0.50 | 0.00 | 8.48 | 6.04 | 29.46 | |
| 50 | Scottish Equitable BlackRock Gold and General | 0.50 | 1.00 | -5.12 | -3.13 | 53.37 | |
| 51 | Scottish Equitable BlackRock UK | 0.50 | 1.00 | 7.51 | -4.27 | 10.30 | |
| 52 | Scottish Equitable BlackRock UK Absolute Alpha | 0.50 | 2.00 | 6.38 | 14.84 | 14.27 | |
| 53 | Scottish Equitable BlackRock UK Smaller Companies | 0.50 | 1.00 | 4.89 | -17.38 | 10.89 | |
| 54 | Scottish Equitable BlackRock UK Special Situations | 0.50 | 1.00 | 3.05 | -4.50 | 7.78 | |
| 55 | Scottish Equitable BlackRock US Dynamic | 0.50 | 1.00 | 16.15 | 26.18 | 69.24 | |
| 56 | Scottish Equitable Fidelity Asia | 0.50 | 1.00 | 6.06 | -17.41 | 5.60 | |
| 57 | Scottish Equitable Fidelity European | 0.50 | 1.00 | 6.31 | 24.60 | 50.70 | |
| 58 | Scottish Equitable Invesco Asian | 0.50 | 1.00 | 6.18 | 2.54 | 28.43 | |
| 59 | Scottish Equitable Invesco Balanced Managed | 0.50 | 0.00 | 12.41 | 22.55 | 28.27 | |
| 60 | Scottish Equitable Invesco Corporate Bond | 0.50 | 1.00 | 5.27 | -7.38 | -2.27 | |
| 61 | Scottish Equitable Invesco Income | 0.50 | 1.00 | 8.81 | 19.09 | -1.66 | |
| 62 | Scottish Equitable Invesco StockMarket Managed | 0.50 | 0.00 | 18.04 | 34.42 | 47.81 | |
| 63 | Scottish Equitable JPMorgan Europe Dynamic ex-UK | 0.50 | 1.00 | 10.49 | 21.62 | 48.26 | |
| 64 | Scottish Equitable JPMorgan Natural Resources | 0.50 | 1.00 | 9.38 | 44.23 | 67.10 | |
| 65 | Scottish Equitable Lazard Balanced Managed | 0.50 | 0.00 | 6.56 | 5.61 | 21.80 | |
| 66 | Scottish Equitable Lazard Emerging Markets | 0.50 | 0.00 | 15.11 | 15.65 | 22.03 | |
| 67 | Scottish Equitable Lazard European Smaller Companies | 0.50 | 0.00 | 3.55 | -10.23 | 16.40 | |
| 68 | Scottish Equitable Lazard Managed Equity | 0.50 | 0.00 | 9.69 | 18.80 | 39.64 | |
| 69 | Scottish Equitable Lazard UK Alpha | 0.50 | 1.00 | 6.87 | 16.72 | 22.54 | |
| 70 | Scottish Equitable Man Balanced Managed | 0.50 | 0.00 | 10.67 | 16.67 | 25.13 | |
| 71 | Scottish Equitable Man Stockmarket Managed | 0.50 | 0.00 | 13.09 | 20.89 | 32.52 | |
| 72 | Scottish Equitable Schroder Income | 0.50 | 1.00 | 8.80 | 29.44 | 25.19 | |
| 73 | Scottish Equitable Schroder Tokyo | 0.50 | 1.00 | 14.19 | 18.15 | 25.80 | |
| 74 | Scottish Equitable Schroder UK Alpha Plus | 0.50 | 1.00 | -2.84 | -1.55 | 8.75 | |
| 75 | Scottish Equitable Schroder UK Mid-250 | 0.50 | 1.00 | 9.88 | 3.24 | 17.37 | |
| 76 | Scottish Equitable Schroder UK Smaller Companies | 0.50 | 1.00 | 11.13 | -20.46 | 11.61 | |
| 77 | Scottish Equitable Stewart Investors Asia Pacific Leaders Sustainability | 0.50 | 1.00 | 4.21 | 4.59 | 25.75 | |
| 78 | Scottish Equitable UBS Balanced Managed | 0.50 | 0.00 | 6.45 | 2.17 | 11.76 | |
| 79 | Scottish Equitable UBS Global Emerging Markets Equity | 0.50 | 0.00 | 11.49 | -11.71 | 9.08 | |
| 80 | Scottish Equitable UBS US Equity | 0.50 | 0.00 | 18.25 | 24.47 | 67.68 | |
| 81 | Scottish Equitable UK Smaller Companies | 0.50 | 1.00 | 7.19 | -16.47 | 5.67 | |
| 82 | Select Distribution | 0.50 | 0.00 | -1.12 | -4.38 | -10.77 | |
| 83 | Select Reserve | 0.50 | 0.00 | -0.59 | -18.01 | -18.23 | |
| 84 | Socially Responsible Equity | 0.50 | 1.00 | 6.26 | -13.86 | 3.84 | |
| 85 | Technology | 0.50 | 0.00 | 32.05 | 41.07 | 146.01 | |
| 86 | UBS Stockmarket Managed | 0.50 | 0.00 | 18.12 | 34.86 | 43.61 | |
| 87 | UK Equity | 0.50 | 0.00 | 7.35 | 4.58 | 17.81 | |
| 88 | UK Extra Income | 0.50 | 0.00 | 3.82 | -13.07 | -8.20 | |
| 89 | UK Fixed Interest | 0.50 | 0.00 | 1.11 | -17.85 | -14.56 | |
| 90 | UK Government Bond | 0.50 | 0.00 | -2.35 | -23.92 | -22.72 | |
| 91 | UK Index Tracker | 0.50 | 0.00 | 7.62 | 19.90 | 23.68 | n/a |
| 92 | Universal Balanced Collection | 0.50 | 0.00 | 8.17 | 9.43 | 24.46 | |
| 93 | With Profit Cautious | 0.50 | 0.00 | 5.26 | 2.38 | 13.70 | n/a (sector not rated) |
| 94 | With Profit Cautious | 0.50 | 0.00 | 5.26 | 2.38 | 13.70 | n/a (sector not rated) |
| 95 | With-Profits Growth (Closed to new investors) | 0.50 | 0.00 | 7.34 | 14.57 | 26.28 | n/a (sector not rated) |
| 96 | With-Profits Growth (Closed to new investors) | 0.50 | 0.00 | 7.34 | 14.57 | 26.28 | n/a (sector not rated) |