Investments

The Executive Pension

Fund overview
Funds available within this product	63
Number of funds holdable at same time	250
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Winterthur Life

User rating:

Based on 40 respondent(s)

63 funds available


		Annual Charges		Performance
Rank	Name	Basic	Additional	1y	3y	5y	FE fundinfo Crown rating
1	Av BlackRock Pacific Rim Equity Index Tracker EP	0.30	0.00	4.39	13.67	29.86	n/a
2	Av BlackRock World ex UK Equity Index Tracker	0.30	0.00	6.23	46.63	77.25	n/a
3	Av Managed (AP) EP Pn	0.30	1.00	6.12	18.25	35.46
4	Av Overseas (AP) EP Pn	0.30	1.00	5.09	40.85	74.68
5	Av Pen Artemis UK Special Situations EP	0.30	1.00	17.60	51.64	82.72
6	Av Pen AXA Framlington UK Select Opportunities EP	0.30	1.00	2.56	9.69	17.84
7	Av Pen AXA Framlington UK Select Opportunities EP	0.30	1.00	2.56	9.69	17.84
8	Av Pen Baillie Gifford Emerging Markets Leading Companies EP	0.30	1.00	0.60	14.96	13.47
9	Av Pen Baillie Gifford International EP	0.30	1.00	5.02	33.00	32.36
10	Av Pen Baillie Gifford Investment Grade Bond EP	0.30	1.00	7.18	8.71	-4.95
11	Av Pen Baillie Gifford Japanese EP	0.30	1.00	4.65	16.88	11.50
12	Av Pen Baillie Gifford Managed EP	0.30	1.00	7.80	29.14	17.19
13	Av Pen BlackRock (50:50) Global Equity Index Tracker	0.30	0.00	8.61	39.04	64.62	n/a
14	Av Pen BlackRock (60:40) Global Equity Index Tracker EP	0.30	0.00	8.54	36.89	63.37
15	Av Pen BlackRock (60:40) Global Equity Index Tracker EP	0.30	0.00	8.54	36.89	63.37
16	Av Pen BlackRock Consensus	0.30	0.00	6.49	27.69	38.07
17	Av Pen BlackRock European Equity Index Tracker EP	0.30	0.00	8.92	46.36	57.64	n/a
18	Av Pen BlackRock Gold and General EP	0.30	1.00	46.17	71.85	30.41
19	Av Pen BlackRock ICS Sterling Liquidity	0.30	0.00	4.59	13.03	12.77
20	Av Pen BlackRock ICS Sterling Liquidity	0.30	0.00	4.59	13.03	12.77
21	Av Pen BlackRock ICS Sterling Liquidity	0.30	0.00	4.59	13.03	12.77
22	Av Pen BlackRock Japanese Equity Index Tracker EP	0.30	0.00	6.11	35.03	35.94	n/a
23	Av Pen BlackRock Over 15 Year Corporate Bond Index Tracker EP	0.30	0.00	0.00	-6.09	-31.31	n/a
24	Av Pen BlackRock Over 15 Year Gilt Index Tracker	0.30	0.00	-4.63	-26.43	-50.78	n/a
25	Av Pen BlackRock Over 5 Year Index-Linked Gilt Index Tracker	0.30	0.00	-7.22	-24.20	-44.48	n/a
26	Av Pen BlackRock Overseas Consensus Equity EP	0.30	0.00	7.61	42.64	69.26
27	Av Pen BNY Mellon Global Income EP	0.30	1.00	9.26	23.58	55.10
28	Av Pen CT Pensions Property EP	0.30	1.00	5.58	-10.94	18.85	n/a
29	Av Pen CT UK Equity Income EP	0.30	1.00	11.24	35.26	65.27
30	Av Pen Fixed Interest EP	0.30	0.00	2.84	-0.96	-17.31
31	Av Pen Fixed Interest EP	0.30	0.00	2.84	-0.96	-17.31
32	Av Pen Invesco Corporate Bond EP	0.30	1.00	4.91	13.17	3.01
33	Av Pen Invesco Global Smaller Companies EP	0.30	1.00	-	-	-
34	Av Pen Invesco Monthly Income Plus EP	0.30	1.00	5.77	21.05	23.98
35	Av Pen Janus Henderson European Selected Opportunities EP	0.30	1.00	6.52	49.68	58.21
36	Av Pen JPM Natural Resources EP	0.30	1.00	-2.02	7.77	75.05
37	Av Pen M&G Corporate Bond EP	0.30	1.00	4.12	10.35	-0.67
38	Av Pen Money Market	0.30	0.00	4.65	12.53	12.26
39	Av Pen Schroder Global Cities Real Estate EP	0.30	1.00	0.89	-3.58	6.85
40	Av Pen Schroder Managed EP	0.30	1.00	9.05	22.13	45.98
41	Av Pen Schroder Tokyo EP	0.30	1.00	3.62	31.97	37.93
42	Av Pen Schroder UK Smaller Companies EP	0.30	1.00	7.35	23.66	42.24
43	Av Pension BlackRock US Equity Index Tracker	0.30	0.00	5.58	51.06	91.02	n/a
44	Av Pension BlackRock US Equity Index Tracker	0.30	0.00	5.58	51.06	91.02	n/a
45	Av Pension BlackRock US Equity Index Tracker	0.30	0.00	5.58	51.06	91.02	n/a
46	Av Pension Index-Linked	0.30	0.00	-5.55	-20.01	-37.62	n/a
47	Av Pension JPM Emerging Markets EP	0.30	1.00	4.69	10.86	5.84
48	Av Pension Ninety One UK Special Situations	0.30	1.00	22.10	92.21	135.27
49	Aviva Pension Artemis Income EP	0.30	1.00	17.84	49.94	82.87
50	Aviva Pension BlackRock UK Equity Index Tracker EP	0.30	0.00	10.20	34.72	63.94	n/a
51	Aviva Pension Stewart Investors Asia Pacific Leaders EP Pn	0.30	1.00	-6.94	6.45	25.09
52	Phoenix Wealth Elite Balanced Managed Pn	0.30	1.00	5.79	22.29	30.13
53	Phoenix Wealth Elite Bond Pn	0.30	1.00	5.58	4.82	-13.32
54	Phoenix Wealth Elite Cautious Managed Pn	0.30	1.00	6.12	16.01	14.84
55	Phoenix Wealth Elite Defensive Managed Pn	0.30	1.00	5.87	11.25	3.06
56	Phoenix Wealth Elite European Equity Pn	0.30	1.00	5.21	36.66	46.84
57	Phoenix Wealth Elite Extra Cautious Managed Pn	0.30	1.00	5.97	13.39	7.99
58	Phoenix Wealth Elite Extra Defensive Managed Pn	0.30	1.00	5.78	6.80	-5.56
59	Phoenix Wealth Elite Global Equity Pn	0.30	1.00	4.35	31.75	53.51
60	Phoenix Wealth Elite International Pn	0.30	1.00	3.49	32.38	53.98
61	Phoenix Wealth Elite North American Equity Pn	0.30	1.00	1.72	36.38	70.09
62	Phoenix Wealth Elite Stockmarket Managed Pn	0.30	1.00	5.59	24.12	37.94
63	Phoenix Wealth Elite UK Equity Pn	0.30	1.00	8.61	28.70	48.79

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