Investments

Sterling Investment Bond - No exit penalty

Fund overview
Funds available within this product	198
Number of funds holdable at same time	20
Fund switching available
Unlimited free switches
No minimum switch
Minimum amount per switch (£/%)	1.00 %

Zurich Assurance Ltd

User rating:

Based on 74 respondent(s)

198 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	6.44	6.90	19.52
2	Sterling 7IM AAP Balanced	0.26	2.00	5.71	1.83	10.17
3	Sterling 7IM AAP Income	0.26	2.00	5.13	-0.37	3.78
4	Sterling 7IM AAP Moderately Adventurous	0.26	2.00	6.36	5.43	16.03
5	Sterling 7IM AAP Moderately Cautious	0.26	2.00	4.16	-3.09	3.30
6	Sterling 7IM Adventurous	0.26	2.00	7.63	8.82	26.11
7	Sterling 7IM Balanced	0.26	2.00	7.62	5.77	20.57
8	Sterling 7IM Moderately Adventurous	0.26	2.00	8.17	8.23	25.14
9	Sterling 7IM Moderately Cautious	0.26	2.00	5.96	1.06	11.23
10	Sterling abrdn UK Income Equity	0.26	2.00	7.16	12.44	24.39
11	Sterling Aegon Ethical Corporate Bond	0.26	2.00	4.56	-9.93	-4.88
12	Sterling Aegon Ethical Equity	0.26	2.00	13.96	0.16	14.36
13	Sterling Aegon Sterling Corporate Bond	0.26	2.00	5.37	-8.65	-3.06
14	Sterling Aegon Strategic Bond	0.26	2.00	6.24	-6.31	8.75
15	Sterling Allianz Emerging Markets Equity	0.26	2.00	22.93	4.45	35.99
16	Sterling Allianz Gilt Yield	0.26	2.00	-0.24	-20.22	-19.28
17	Sterling Allianz Gilt Yield	0.26	2.00	-0.24	-20.22	-19.28
18	Sterling American	0.26	1.00	22.99	30.90	76.06
19	Sterling American Select	0.26	1.00	25.45	27.44	72.10
20	Sterling American Smaller Companies	0.26	1.00	18.21	20.80	78.57
21	Sterling Artemis High Income	0.26	2.00	7.98	2.19	8.67
22	Sterling Artemis Income	0.26	2.00	14.51	25.23	40.28
23	Sterling Artemis SmartGARP European Equity	0.26	2.00	28.78	39.45	61.78
24	Sterling Artemis SmartGARP UK Equity	0.26	2.00	16.22	35.29	67.26
25	Sterling Artemis UK Select	0.26	2.00	19.85	24.63	67.00
26	Sterling Artemis UK Smaller Companies	0.26	2.00	12.24	9.71	26.98
27	Sterling Artemis UK Special Situations	0.26	2.00	14.48	14.05	43.13
28	Sterling Asia	0.26	1.00	7.73	-11.02	19.29
29	Sterling Aviva Investors UK Property	0.26	2.00	-2.54	0.88	-22.30	n/a
30	Sterling Aviva Investors UK Property	0.26	2.00	-2.54	0.88	-22.30	n/a
31	Sterling Aviva Investors UK Property	0.26	2.00	-2.54	0.88	-22.30	n/a
32	Sterling AXA Framlington Global Technology	0.26	2.00	27.11	23.03	80.36
33	Sterling AXA Framlington Global Thematic	0.26	2.00	15.86	14.21	50.26
34	Sterling AXA Framlington Health	0.26	2.00	8.12	25.56	58.10
35	Sterling AXA Framlington UK Select Opportunities	0.26	2.00	5.89	0.67	7.55
36	Sterling AXA Framlington UK Select Opportunities	0.26	2.00	5.89	0.67	7.55
37	Sterling BlackRock Balanced Growth Portfolio	0.26	2.00	11.07	12.34	40.79
38	Sterling BlackRock Developed Markets Sustainable Equity	0.26	2.00	14.99	12.53	29.31
39	Sterling BlackRock Gold & General	0.26	2.00	3.44	-3.84	54.98
40	Sterling BlackRock Money Market	0.26	1.00	3.16	3.51	2.01
41	Sterling BlackRock UK Special Situations	0.26	2.00	6.13	-2.26	8.29
42	Sterling BNY Mellon International Bond	0.26	2.00	-4.46	-10.35	-12.28
43	Sterling BNY Mellon Multi-Asset Balanced	0.26	2.00	9.93	18.46	36.28
44	Sterling BNY Mellon Multi-Asset Growth	0.26	2.00	10.16	20.13	49.06
45	Sterling BNY Mellon Real Return	0.26	1.00	6.54	0.50	14.40
46	Sterling BNY Mellon Sustainable European Opportunities	0.26	2.00	15.32	25.80	46.75
47	Sterling BNY Mellon UK Income	0.26	2.00	17.46	41.29	54.57
48	Sterling CT MM Lifestyle 4	0.26	2.00	5.23	-0.47	8.29
49	Sterling CT MM Lifestyle 5	0.26	2.00	7.49	4.10	15.78
50	Sterling CT MM Lifestyle 6	0.26	2.00	9.05	5.75	18.08
51	Sterling CT MM Lifestyle 7	0.26	2.00	9.66	6.61	19.77
52	Sterling Emerging Market Bond	0.26	1.00	9.37	7.02	8.78
53	Sterling European	0.26	1.00	10.98	25.60	58.97
54	Sterling European Bond	0.26	1.00	1.50	-12.29	-8.16
55	Sterling European Select	0.26	1.00	13.19	18.82	53.80
56	Sterling European Smaller Companies	0.26	1.00	8.56	-1.16	27.83
57	Sterling Far East & Japan	0.26	1.00	10.88	7.70	36.93
58	Sterling Fidelity American	0.26	2.00	20.12	21.22	44.44
59	Sterling Fidelity Asia	0.26	1.00	8.23	-12.35	12.35
60	Sterling Fidelity European	0.26	2.00	9.96	25.52	48.63
61	Sterling Fidelity Global Property	0.26	2.00	8.25	-2.75	-5.17
62	Sterling Fidelity Global Special Situations	0.26	2.00	15.44	14.36	44.78
63	Sterling Fidelity Index UK	0.26	1.00	10.14	20.94	24.26	n/a
64	Sterling Fidelity Index UK	0.26	1.00	10.14	20.94	24.26	n/a
65	Sterling Fidelity Multi Asset Open Growth	0.26	2.00	7.71	8.37	22.92
66	Sterling Fidelity Multi Asset Open Growth	0.26	2.00	7.71	8.37	22.92
67	Sterling Fidelity Multi Asset Open Strategic	0.26	2.00	5.23	2.66	13.76
68	Sterling Fidelity Multi Asset Open Strategic	0.26	2.00	5.23	2.66	13.76
69	Sterling Fidelity Open World	0.26	2.00	13.23	19.98	45.04
70	Sterling Fidelity Open World	0.26	2.00	13.23	19.98	45.04
71	Sterling Fidelity Strategic Bond	0.26	1.00	3.47	-9.80	-3.63
72	Sterling Fidelity Sustainable Global Equity	0.26	2.00	12.07	7.95	48.20
73	Sterling Fidelity Sustainable MoneyBuilder Income	0.26	2.00	5.18	-8.12	-1.23
74	Sterling Fidelity UK Special Situations	0.26	2.00	13.99	19.16	27.75
75	Sterling Fidelity Worldwide Special Situations	0.26	2.00	14.79	16.92	36.23
76	Sterling Foreign & Colonial Managed	0.26	2.00	11.50	18.77	40.56
77	Sterling Global Bond	0.26	1.00	-3.99	-11.00	-10.51
78	Sterling Global Select	0.26	1.00	24.50	26.74	63.58
79	Sterling Henderson Cautious Managed	0.26	2.00	7.18	6.63	19.82
80	Sterling Henderson China Opportunities	0.26	2.00	-3.38	-36.49	-23.33
81	Sterling Henderson Emerging Markets Opportunities	0.26	2.00	9.38	-10.14	3.91
82	Sterling Henderson European Selected Opportunities	0.26	2.00	15.86	22.04	50.93
83	Sterling Henderson Fixed Interest Monthly Income	0.26	2.00	3.06	-8.64	1.30
84	Sterling Henderson Global Sustainable Equity	0.26	2.00	20.20	24.04	73.59
85	Sterling Henderson Global Technology Leaders	0.26	2.00	42.05	41.90	107.21
86	Sterling Henderson Multi-Manager Income & Growth	0.26	-	6.67	3.09	11.40
87	Sterling Henderson Sterling Bond	0.26	2.00	3.60	-12.00	-7.20
88	Sterling Henderson Strategic Bond	0.26	2.00	-2.13	-14.49	-7.81
89	Sterling Henderson UK Alpha	0.26	2.00	14.59	-2.43	9.75
90	Sterling Henderson UK Property	0.26	2.00	0.00	-11.67	-12.50	n/a
91	Sterling High Yield Bond	0.26	1.00	9.46	4.79	15.00
92	Sterling HSBC UK Growth & Income	0.26	2.00	12.63	27.88	25.57
93	Sterling Invesco Corporate Bond	0.26	2.00	5.90	-5.08	0.21
94	Sterling Invesco European Equity	0.26	2.00	13.27	28.91	46.85
95	Sterling Invesco Global Equity	0.26	2.00	23.94	39.33	67.31
96	Sterling Invesco Japanese Smaller Companies	0.26	2.00	-2.31	-10.93	-6.69
97	Sterling Invesco Monthly Income Plus	0.26	2.00	7.81	2.47	13.06
98	Sterling Invesco UK Equity High Income	0.26	2.00	12.50	20.72	-0.11
99	Sterling Invesco UK Equity Income	0.26	2.00	11.90	19.09	-0.98
100	Sterling Japan	0.26	1.00	13.32	20.66	51.08
101	Sterling JPM Asia	0.26	1.00	5.98	-14.82	14.62
102	Sterling JPM Emerging Europe Equity	0.26	2.00	-8.33	-99.18	-99.11	n/a (data insufficient)
103	Sterling JPM Global Equity Income	0.26	2.00	16.07	21.60	59.24
104	Sterling JPM Global Macro Sustainable	0.26	2.00	-4.12	-5.11	0.10
105	Sterling JPM Japan	0.26	2.00	5.54	-3.05	19.32
106	Sterling JPM Natural Resources	0.26	2.00	12.94	40.29	61.93
107	Sterling Jupiter Corporate Bond	0.26	2.00	5.24	-10.86	-1.71
108	Sterling Jupiter Ecology	0.26	2.00	12.45	15.62	50.30
109	Sterling Jupiter Financial Opportunities	0.26	1.00	19.82	-0.36	19.31
110	Sterling Jupiter Merlin Balanced Portfolio	0.26	3.00	8.25	12.64	26.22
111	Sterling Jupiter Merlin Growth Portfolio	0.26	3.00	11.66	17.60	32.94
112	Sterling Jupiter Merlin Income & Growth Select	0.26	2.00	11.48	10.91	9.46
113	Sterling Jupiter Merlin Income Portfolio	0.26	3.00	5.78	6.35	16.50
114	Sterling Jupiter Merlin Monthly Income Select	0.26	2.00	6.70	-1.78	5.74
115	Sterling Jupiter Merlin Worldwide Portfolio	0.26	3.00	12.98	14.45	30.26
116	Sterling Jupiter UK Growth	0.26	2.00	5.77	17.23	-4.18
117	Sterling Jupiter UK Income	0.26	2.00	14.91	28.87	31.65
118	Sterling Jupiter UK Mid Cap	0.26	2.00	14.24	-29.40	-13.45
119	Sterling Latin America	0.26	1.00	13.54	13.63	12.55
120	Sterling Liontrust Balanced	0.26	2.00	15.58	13.69	34.85
121	Sterling Liontrust Global Innovation	0.26	2.00	25.98	8.77	43.65
122	Sterling Liontrust Income	0.26	2.00	10.68	22.90	27.60
123	Sterling Liontrust US Opportunities	0.26	2.00	22.47	16.61	56.59
124	Sterling M&G Corporate Bond	0.26	2.00	5.11	-7.03	-1.99
125	Sterling M&G Episode Allocation	0.26	2.00	8.47	10.25	15.45
126	Sterling M&G Gilt & Fixed Interest Income	0.26	2.00	0.28	-18.34	-18.75
127	Sterling M&G Global Themes	0.26	2.00	7.57	13.88	44.99
128	Sterling M&G Managed Growth	0.26	2.00	13.60	21.79	39.96
129	Sterling M&G North American Dividend	0.26	2.00	22.79	32.24	62.14
130	Sterling M&G Optimal Income	0.26	2.00	6.80	-0.37	5.10
131	Sterling M&G Property Portfolio	0.26	2.00	0.00	-5.18	-20.40	n/a
132	Sterling M&G Recovery	0.26	2.00	7.73	0.00	-3.56
133	Sterling Man GLG Japan CoreAlpha	0.26	2.00	13.77	36.02	38.15
134	Sterling Managed	0.26	1.00	11.57	10.17	28.56
135	Sterling Managed Bond	0.26	1.00	4.15	-4.92	2.63
136	Sterling Managed Bond Focused	0.26	1.00	6.04	-1.06	8.50
137	Sterling Managed Equity	0.26	1.00	14.16	14.90	41.84
138	Sterling Managed Equity & Bond	0.26	1.00	9.72	5.02	19.68
139	Sterling Managed Equity Focused	0.26	1.00	12.23	10.86	30.67
140	Sterling Managed Equity Income	0.26	1.00	11.02	17.96	33.85
141	Sterling Momentum Diversified Growth	0.26	2.00	9.33	4.13	18.31
142	Sterling Momentum Diversified Income	0.26	2.00	6.74	-1.00	9.70
143	Sterling Monthly Extra Income	0.26	1.00	12.80	20.42	35.58
144	Sterling MultiManager Generation 2 Protected Profits	0.26	2.00	8.55	10.48	9.93	n/a (sector not rated)
145	Sterling MultiManager Protected Profits	0.26	2.00	9.49	11.23	8.40	n/a (sector not rated)
146	Sterling Ninety One Global Environment	0.26	2.00	2.80	6.64	-6.88
147	Sterling Ninety One Global Environment	0.26	2.00	2.80	6.64	-6.88	n/a (short history)
148	Sterling Ninety One Global Environment	0.26	2.00	2.80	6.64	-6.88	n/a (short history)
149	Sterling Ninety One Global Income Opportunities	0.26	2.00	4.58	-5.77	-2.77
150	Sterling Ninety One Global Strategic Equity	0.26	2.00	18.02	17.16	41.17
151	Sterling Ninety One UK Special Situations	0.26	1.00	25.79	30.28	40.70
152	Sterling Omnis Managed Adventurous	0.26	2.00	10.15	6.05	23.71
153	Sterling Omnis Managed Balanced	0.26	2.00	7.92	1.90	15.02
154	Sterling Omnis Managed Cautious	0.26	2.00	4.54	-3.02	3.21
155	Sterling Omnis Multi-Manager Adventurous	0.26	2.00	8.94	6.98	19.57
156	Sterling Omnis Multi-Manager Balanced	0.26	2.00	6.97	1.56	11.09
157	Sterling Omnis Multi-Manager Balanced	0.26	2.00	6.97	1.56	11.09
158	Sterling Omnis Multi-Manager Cautious	0.26	2.00	4.56	-4.91	0.21
159	Sterling Omnis Multi-Manager Distribution	0.26	2.00	4.81	2.32	4.52
160	Sterling Property	0.26	1.00	0.54	-2.95	-7.99	n/a
161	Sterling Protected Profits	0.26	2.00	8.31	9.19	8.19	n/a (sector not rated)
162	Sterling Quilter Cirilium Balanced	0.26	2.00	4.47	-2.46	6.05
163	Sterling Quilter Cirilium Dynamic	0.26	2.00	9.03	1.40	15.20
164	Sterling Quilter Cirilium Moderate	0.26	2.00	6.97	0.25	12.04
165	Sterling Rathbone Income	0.26	2.00	8.76	18.85	24.54
166	Sterling Rathbone Income	0.26	2.00	8.76	18.85	24.54
167	Sterling Schroder All Maturities Corporate Bond	0.26	0.00	4.90	-11.17	-3.86
168	Sterling Schroder European Recovery	0.26	2.00	9.41	24.48	38.65
169	Sterling Schroder Gilt & Fixed Interest	0.26	2.00	0.98	-18.67	-16.03
170	Sterling Schroder Gilt & Fixed Interest	0.26	2.00	0.98	-18.67	-16.03
171	Sterling Schroder Global Cities Real Estate	0.26	2.00	6.38	-0.51	3.00
172	Sterling Schroder Global Equity Income	0.26	2.00	6.22	21.16	30.74
173	Sterling Schroder Income	0.26	1.00	13.55	30.08	30.85
174	Sterling Schroder Income Maximiser	0.26	2.00	15.03	31.24	28.83
175	Sterling Schroder Managed Balanced	0.26	2.00	10.05	7.85	28.09
176	Sterling Schroder MM Diversity	0.26	2.00	5.42	9.26	24.59
177	Sterling Schroder Sustainable UK Equity	0.26	2.00	1.16	8.14	15.94
178	Sterling Schroder UK Alpha Plus	0.26	2.00	1.13	1.13	12.97
179	Sterling Schroder UK Mid 250	0.26	2.00	14.79	6.96	28.94
180	Sterling Schroder UK Opportunities	0.26	2.00	1.22	1.37	0.15
181	Sterling Sinfonia Adventurous Growth Portfolio	0.26	3.00	11.16	13.89	23.47
182	Sterling Sinfonia Balanced Managed Portfolio	0.26	2.00	9.99	11.93	20.91
183	Sterling Sinfonia Cautious Managed Portfolio	0.26	2.00	5.67	2.21	8.52
184	Sterling Sinfonia Income & Growth Portfolio	0.26	2.00	8.06	7.28	13.52
185	Sterling Sinfonia Income Portfolio	0.26	2.00	3.13	-3.95	0.74
186	Sterling Sterling Bond	0.26	1.00	1.00	-17.82	-15.53
187	Sterling Sterling Corporate Bond	0.26	1.00	5.65	-6.57	1.44
188	Sterling Stewart Investors Asia Pacific Leaders Sustainability	0.26	2.00	6.24	6.39	25.47
189	Sterling Stewart Investors Worldwide Leaders Sustainability	0.26	2.00	13.24	25.94	46.78
190	Sterling Strategic Bond	0.26	1.00	7.38	0.30	10.29
191	Sterling UBS US Equity	0.26	2.00	19.61	27.46	62.26
192	Sterling UK	0.26	1.00	9.06	15.99	23.61
193	Sterling UK Equity Alpha Income	0.26	1.00	8.71	13.75	27.35
194	Sterling UK Equity Income	0.26	1.00	10.35	26.11	44.06
195	Sterling UK Growth & Income	0.26	1.00	11.87	22.76	37.33
196	Sterling UK Monthly Income	0.26	1.00	12.27	25.40	36.19
197	Sterling UK Smaller Companies	0.26	1.00	8.72	-12.68	19.91
198	Zurich Distribution	0.26	1.00	4.68	1.53	4.42

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