Investments

Sterling Investment Bond - High Allocation

Fund overview
Funds available within this product	188
Number of funds holdable at same time	20
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Minimum amount per switch (£/%)	1.00 %

Zurich Assurance Ltd

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Based on 74 respondent(s)

188 funds available


		Annual Charges		Performance
Rank	Name	Basic	Additional	1y	3y	5y	FE fundinfo Crown rating
1	Sterling 7IM AAP Adventurous	0.26	2.00	10.60	19.09	25.88
2	Sterling 7IM AAP Balanced	0.26	2.00	7.39	14.35	14.62
3	Sterling 7IM AAP Moderately Adventurous	0.26	2.00	9.72	17.66	22.08
4	Sterling 7IM AAP Moderately Cautious	0.26	2.00	5.94	10.81	5.67
5	Sterling 7IM Adventurous	0.26	2.00	9.47	18.43	24.28
6	Sterling 7IM Balanced	0.26	2.00	7.61	17.44	19.22
7	Sterling 7IM Moderately Adventurous	0.26	2.00	8.86	18.77	23.69
8	Sterling 7IM Moderately Cautious	0.26	2.00	6.79	14.51	11.62
9	Sterling abrdn UK Income Equity	0.26	2.00	9.63	14.85	27.91
10	Sterling Aegon Ethical Corporate Bond	0.26	2.00	4.50	11.17	-4.57
11	Sterling Aegon Ethical Equity	0.26	2.00	-1.66	11.47	5.17
12	Sterling Aegon Sterling Corporate Bond	0.26	2.00	4.98	12.72	-2.85
13	Sterling Aegon Strategic Bond	0.26	2.00	7.09	20.23	7.09
14	Sterling Allianz Emerging Markets Equity	0.26	2.00	28.13	54.02	27.26
15	Sterling Allianz Gilt Yield	0.26	2.00	2.59	-0.03	-21.42	n/a (short history)
16	Sterling Allianz Gilt Yield	0.26	2.00	2.59	-0.03	-21.42
17	Sterling Allianz Gilt Yield	0.26	2.00	2.59	-0.03	-21.42
18	Sterling Allianz Gilt Yield	0.26	2.00	2.59	-0.03	-21.42
19	Sterling American	0.26	1.00	2.97	37.33	58.88
20	Sterling American Select	0.26	1.00	-1.91	27.96	41.42
21	Sterling American Smaller Companies	0.26	1.00	2.09	15.36	30.41
22	Sterling Artemis High Income	0.26	2.00	6.08	20.50	16.36
23	Sterling Artemis Income	0.26	2.00	14.82	42.07	71.80
24	Sterling Artemis SmartGARP European Equity	0.26	2.00	48.35	93.96	149.00
25	Sterling Artemis SmartGARP UK Equity	0.26	2.00	38.10	76.09	146.81
26	Sterling Artemis UK Select	0.26	2.00	22.70	67.85	95.19
27	Sterling Artemis UK Smaller Companies	0.26	2.00	4.99	12.46	32.45
28	Sterling Artemis UK Special Situations	0.26	2.00	17.35	40.08	55.58
29	Sterling Asia Pacific	0.26	1.00	24.45	33.48	6.89
30	Sterling Aviva Investors UK Property	0.26	2.00	-3.48	-6.33	-5.53	n/a
31	Sterling Aviva Investors UK Property	0.26	2.00	-3.48	-6.33	-5.53	n/a
32	Sterling Aviva Investors UK Property	0.26	2.00	-3.48	-6.33	-5.53	n/a
33	Sterling AXA Framlington Global Technology	0.26	2.00	1.35	41.77	33.41
34	Sterling AXA Framlington Global Thematic	0.26	2.00	-4.26	18.56	12.68
35	Sterling AXA Framlington Health	0.26	2.00	-2.76	3.10	18.57
36	Sterling AXA Framlington UK Select Opportunities	0.26	2.00	5.44	8.38	10.98
37	Sterling AXA Framlington UK Select Opportunities	0.26	2.00	5.44	8.38	10.98
38	Sterling BlackRock Balanced Growth Portfolio	0.26	2.00	11.92	30.33	37.12
39	Sterling BlackRock Developed Markets Equity	0.26	2.00	-0.99	17.45	25.67
40	Sterling BlackRock Gold & General	0.26	2.00	112.84	198.73	178.25
41	Sterling BlackRock Money Market	0.26	1.00	2.32	8.47	8.06
42	Sterling BlackRock UK Special Situations	0.26	2.00	6.22	9.55	10.38
43	Sterling BNY Mellon European Opportunities (Responsible)	0.26	2.00	12.29	36.69	52.85
44	Sterling BNY Mellon International Bond	0.26	2.00	-0.98	-6.91	-13.49
45	Sterling BNY Mellon Multi-Asset Balanced	0.26	2.00	7.86	25.02	38.52
46	Sterling BNY Mellon Multi-Asset Growth	0.26	2.00	14.05	30.17	48.49
47	Sterling BNY Mellon Real Return	0.26	1.00	10.53	20.94	17.27
48	Sterling BNY Mellon UK Income	0.26	2.00	27.83	55.41	112.22
49	Sterling CT MM Universal Adventurous	0.26	2.00	10.51	21.28	22.10
50	Sterling CT MM Universal Balanced	0.26	2.00	8.13	16.97	16.42
51	Sterling CT MM Universal Cautious	0.26	2.00	6.81	12.72	9.00
52	Sterling CT MM Universal Growth	0.26	2.00	9.63	19.90	19.76
53	Sterling Emerging Market Bond	0.26	1.00	5.13	17.47	17.29
54	Sterling European	0.26	1.00	13.78	31.31	57.87
55	Sterling European Bond	0.26	1.00	6.11	6.90	-8.58
56	Sterling European Select	0.26	1.00	3.31	21.81	31.67
57	Sterling European Smaller Companies	0.26	1.00	12.61	18.00	9.05
58	Sterling Far East & Japan	0.26	1.00	27.36	44.90	37.54
59	Sterling Fidelity American	0.26	2.00	-6.40	35.02	31.43
60	Sterling Fidelity Asia	0.26	1.00	27.65	31.59	1.84
61	Sterling Fidelity European	0.26	2.00	5.14	17.56	41.18
62	Sterling Fidelity Global Special Situations	0.26	2.00	9.06	32.16	36.99
63	Sterling Fidelity Index UK	0.26	1.00	20.14	36.00	59.62	n/a
64	Sterling Fidelity Index UK	0.26	1.00	20.14	36.00	59.62	n/a
65	Sterling Fidelity MoneyBuilder Corporate Bond	0.26	2.00	5.15	12.90	-1.86
66	Sterling Fidelity Multi Asset Open Growth	0.26	2.00	10.89	23.71	29.92
67	Sterling Fidelity Multi Asset Open Growth	0.26	2.00	10.89	23.71	29.92
68	Sterling Fidelity Multi Asset Open Strategic	0.26	2.00	9.90	20.05	20.05
69	Sterling Fidelity Multi Asset Open Strategic	0.26	2.00	9.90	20.05	20.05
70	Sterling Fidelity Open World	0.26	2.00	8.90	28.61	45.44
71	Sterling Fidelity Open World	0.26	2.00	8.90	28.61	45.44
72	Sterling Fidelity Special Situations	0.26	2.00	22.10	44.41	73.67
73	Sterling Fidelity Strategic Bond	0.26	1.00	3.39	8.87	-5.58
74	Sterling Fidelity Sustainable Global Equity	0.26	2.00	5.36	17.81	9.17
75	Sterling Fidelity Worldwide Special Situations	0.26	2.00	15.63	38.43	54.77
76	Sterling Foreign & Colonial Managed	0.26	2.00	6.58	26.53	52.04
77	Sterling Global Bond	0.26	1.00	0.28	-3.51	-11.95
78	Sterling Global Select	0.26	1.00	0.59	37.91	41.64
79	Sterling Henderson Cautious Managed	0.26	2.00	14.23	24.50	31.45
80	Sterling Henderson China Opportunities	0.26	2.00	20.06	7.82	-30.54
81	Sterling Henderson Emerging Markets Opportunities	0.26	2.00	20.65	24.81	-0.65
82	Sterling Henderson European Selected Opportunities	0.26	2.00	12.46	29.46	48.13
83	Sterling Henderson Fixed Interest Monthly Income	0.26	2.00	5.25	14.24	-0.30
84	Sterling Henderson Global Sustainable Equity	0.26	2.00	2.57	25.81	32.34
85	Sterling Henderson Global Technology Leaders	0.26	2.00	7.81	76.66	67.28
86	Sterling Henderson Multi-Manager Income & Growth	0.26	-	5.43	15.55	14.77
87	Sterling Henderson Sterling Bond	0.26	2.00	3.96	7.95	-8.58
88	Sterling Henderson Strategic Bond	0.26	2.00	4.06	4.56	-11.20
89	Sterling Henderson UK Alpha	0.26	2.00	13.08	30.78	24.94
90	Sterling High Yield Bond	0.26	1.00	5.88	24.17	19.29
91	Sterling HSBC UK Growth & Income	0.26	2.00	24.65	44.00	78.75
92	Sterling Invesco Corporate Bond	0.26	2.00	4.23	11.29	-0.60
93	Sterling Invesco European Equity	0.26	2.00	24.39	34.87	70.83
94	Sterling Invesco Global Equity	0.26	2.00	4.34	40.69	68.46
95	Sterling Invesco Monthly Income Plus	0.26	2.00	4.67	15.26	12.16
96	Sterling Invesco UK Equity High Income	0.26	2.00	25.03	45.33	71.04
97	Sterling Invesco UK Equity Income	0.26	2.00	21.88	39.29	63.09
98	Sterling Japan	0.26	1.00	26.01	61.92	53.14
99	Sterling JPM Asia Growth	0.26	1.00	22.46	23.84	-6.43
100	Sterling JPM Emerging Europe Equity	0.26	2.00	-2.86	36.00	-98.70	n/a (data insufficient)
101	Sterling JPM Global Equity Income	0.26	2.00	12.24	35.61	55.94
102	Sterling JPM Global Macro ESG	0.26	2.00	0.92	4.51	-0.39
103	Sterling JPM Japan	0.26	2.00	21.41	53.61	21.52
104	Sterling JPM Natural Resources	0.26	2.00	49.30	42.18	115.35
105	Sterling Jupiter Corporate Bond	0.26	2.00	4.16	9.51	-6.78
106	Sterling Jupiter Ecology	0.26	2.00	6.06	14.47	25.54
107	Sterling Jupiter Financial Opportunities	0.26	1.00	21.27	56.19	37.01
108	Sterling Jupiter Merlin Balanced Portfolio	0.26	3.00	16.12	28.32	41.55
109	Sterling Jupiter Merlin Growth Portfolio	0.26	3.00	14.59	30.16	45.15
110	Sterling Jupiter Merlin Income & Growth Select	0.26	2.00	13.64	32.50	39.74
111	Sterling Jupiter Merlin Income Portfolio	0.26	3.00	13.52	24.24	29.31
112	Sterling Jupiter Merlin Monthly Income Select	0.26	2.00	9.15	20.91	13.42
113	Sterling Jupiter Merlin Worldwide Portfolio	0.26	3.00	15.37	33.88	42.69
114	Sterling Jupiter UK Growth	0.26	2.00	-1.68	14.03	29.17
115	Sterling Jupiter UK Income	0.26	2.00	30.31	50.07	102.79
116	Sterling Latin America	0.26	1.00	39.26	41.07	35.02
117	Sterling Liontrust Balanced	0.26	2.00	5.92	34.08	25.17
118	Sterling Liontrust Global Innovation	0.26	2.00	-5.15	34.80	19.09
119	Sterling Liontrust Income	0.26	2.00	7.22	17.45	41.04
120	Sterling Liontrust US Opportunities	0.26	2.00	0.28	28.86	34.83
121	Sterling M&G Corporate Bond	0.26	2.00	4.10	9.66	-2.81
122	Sterling M&G Episode Allocation	0.26	2.00	10.36	24.60	27.16
123	Sterling M&G Gilt & Fixed Interest Income	0.26	2.00	2.57	0.65	-18.96
124	Sterling M&G Global Themes	0.26	2.00	11.08	19.43	37.61
125	Sterling M&G Managed Growth	0.26	2.00	13.19	31.73	48.68
126	Sterling M&G North American Dividend	0.26	2.00	-1.37	29.54	58.10
127	Sterling M&G Optimal Income	0.26	2.00	5.55	15.13	7.43
128	Sterling M&G Recovery	0.26	2.00	22.95	34.23	35.44
129	Sterling Man Japan CoreAlpha	0.26	2.00	32.71	60.34	98.60
130	Sterling Managed	0.26	1.00	7.99	26.50	27.84
131	Sterling Managed Bond	0.26	1.00	5.79	13.76	2.57
132	Sterling Managed Bond Focused	0.26	1.00	5.93	16.42	8.10
133	Sterling Managed Equity	0.26	1.00	8.44	30.11	35.29
134	Sterling Managed Equity & Bond	0.26	1.00	6.88	22.65	18.55
135	Sterling Managed Equity Focused	0.26	1.00	8.07	27.09	28.70
136	Sterling Managed Equity Income	0.26	1.00	16.52	36.14	52.78
137	Sterling Momentum Diversified Growth	0.26	2.00	10.22	18.60	20.65
138	Sterling Momentum Diversified Income	0.26	2.00	14.39	24.40	22.45
139	Sterling Monthly Extra Income	0.26	1.00	19.51	43.36	60.74
140	Sterling MultiManager Generation 2 Protected Profits	0.26	2.00	7.44	18.36	25.09	n/a (sector not rated)
141	Sterling MultiManager Protected Profits	0.26	2.00	8.91	21.12	27.69	n/a (sector not rated)
142	Sterling Ninety One Global Environment	0.26	2.00	12.55	4.51	14.40	n/a (short history)
143	Sterling Ninety One Global Environment	0.26	2.00	12.55	4.51	14.40
144	Sterling Ninety One Global Environment	0.26	2.00	12.55	4.51	14.40
145	Sterling Ninety One Global Income Opportunities	0.26	2.00	9.83	16.29	7.98
146	Sterling Ninety One Global Strategic Equity	0.26	2.00	12.36	40.61	46.32
147	Sterling Ninety One UK Special Situations	0.26	1.00	26.13	68.50	96.62
148	Sterling Omnis Managed Adventurous	0.26	2.00	9.98	22.86	17.99
149	Sterling Omnis Managed Balanced	0.26	2.00	7.93	17.67	10.94
150	Sterling Omnis Managed Cautious	0.26	2.00	5.36	10.75	2.41
151	Sterling Omnis Multi-Manager Adventurous	0.26	2.00	13.37	24.80	26.77
152	Sterling Omnis Multi-Manager Balanced	0.26	2.00	9.70	18.23	15.14
153	Sterling Omnis Multi-Manager Balanced	0.26	2.00	9.70	18.23	15.14
154	Sterling Omnis Multi-Manager Cautious	0.26	2.00	6.54	10.45	2.43
155	Sterling Omnis Multi-Manager Distribution	0.26	2.00	10.13	14.91	16.89
156	Sterling Property	0.26	1.00	6.56	16.67	10.56	n/a
157	Sterling Protected Profits	0.26	2.00	6.61	18.03	23.41	n/a (sector not rated)
158	Sterling Quilter Cirilium Balanced	0.26	2.00	6.05	11.78	5.17
159	Sterling Quilter Cirilium Dynamic	0.26	2.00	7.59	18.06	11.75
160	Sterling Quilter Cirilium Moderate	0.26	2.00	7.07	15.55	9.46
161	Sterling Rathbone Income	0.26	2.00	24.16	32.19	61.09
162	Sterling Rathbone Income	0.26	2.00	24.16	32.19	61.09
163	Sterling Schroder All Maturities Corporate Bond	0.26	0.00	4.18	10.62	-6.56
164	Sterling Schroder European Recovery	0.26	2.00	26.69	31.97	71.95
165	Sterling Schroder Gilt & Fixed Interest	0.26	2.00	4.02	3.87	-17.20
166	Sterling Schroder Gilt & Fixed Interest	0.26	2.00	4.02	3.87	-17.20
167	Sterling Schroder Global Cities Real Estate	0.26	2.00	8.39	9.11	16.02
168	Sterling Schroder Global Equity Income	0.26	2.00	17.90	27.34	57.77
169	Sterling Schroder Income	0.26	1.00	21.44	42.77	88.82
170	Sterling Schroder Income Maximiser	0.26	2.00	20.62	43.99	91.35
171	Sterling Schroder Managed Balanced	0.26	2.00	12.61	27.56	29.08
172	Sterling Schroder MM Diversity	0.26	2.00	14.00	23.91	33.59
173	Sterling Schroder Sustainable UK Equity	0.26	2.00	28.36	26.45	42.99
174	Sterling Schroder UK Alpha Plus	0.26	2.00	5.94	7.32	13.21
175	Sterling Schroder UK Mid 250	0.26	2.00	19.33	35.82	45.34
176	Sterling Sterling Bond	0.26	1.00	4.02	3.95	-16.38
177	Sterling Sterling Corporate Bond	0.26	1.00	5.49	13.60	0.05
178	Sterling Stewart Investors Asia Pacific Leaders	0.26	2.00	6.94	8.33	7.56
179	Sterling Stewart Investors Worldwide Leaders	0.26	2.00	6.96	31.03	43.35
180	Sterling Strategic Bond	0.26	1.00	5.84	17.16	10.04
181	Sterling UBS US Equity	0.26	2.00	2.21	22.59	44.11
182	Sterling UK	0.26	1.00	9.44	24.25	38.27
183	Sterling UK Equity Alpha Income	0.26	1.00	15.43	30.45	46.28
184	Sterling UK Equity Income	0.26	1.00	15.67	38.26	67.57
185	Sterling UK Growth & Income	0.26	1.00	14.98	36.63	57.99
186	Sterling UK Monthly Income	0.26	1.00	27.04	48.44	81.16
187	Sterling UK Smaller Companies	0.26	1.00	10.13	18.73	3.31
188	Zurich Distribution	0.26	1.00	11.37	19.38	18.58	n/a

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