Investments

Self Invested Personal Pension

Fund overview
Funds available within this product	89
Number of funds holdable at same time	20
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Zurich Assurance Ltd

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Based on 74 respondent(s)

89 funds available


		Annual Charges		Performance
Rank	Name	Basic	Additional	1y	3y	5y	FE fundinfo Crown rating
1	Zurich abrdn Life Global (ex UK) Equity Pn	0.00	0.00	12.92	40.21	44.19
2	Zurich abrdn Life UK & Global (50/50) Equity Pn	0.00	0.00	8.12	31.28	18.60
3	Zurich Aegon Ethical Corporate Bond Pn	0.00	0.00	4.28	23.64	-1.18
4	Zurich Aegon Sterling Corporate Bond Pn	0.00	0.00	4.35	25.00	0.86
5	Zurich Aegon Strategic Bond Pn	0.00	1.00	1.15	34.15	11.75
6	Zurich Aquila 50/50 Global Equity Index Pn	0.00	0.00	23.76	65.70	70.99
7	Zurich Aquila Over 15 Year UK Gilt Index Pn	0.00	0.00	1.16	1.16	-48.43	n/a
8	Zurich Aquila UK Equity Index Pn	0.00	0.00	19.09	52.29	57.19	n/a
9	Zurich Aquila US Equity Index Pn	0.00	0.00	20.20	73.93	86.21	n/a
10	Zurich Aquila World Ex UK Equity Index Pn	0.00	0.00	22.57	72.37	79.78	n/a
11	Zurich Artemis High Income Pn	0.00	1.00	5.84	33.94	25.17
12	Zurich Artemis Income Pn	0.00	1.00	14.00	67.54	73.02
13	Zurich Artemis SmartGARP European Equity Pn	0.00	1.00	26.38	123.24	153.11
14	Zurich Artemis UK Select Pn	0.00	1.00	14.63	90.99	86.99
15	Zurich Artemis UK Smaller Companies Pn	0.00	1.00	6.11	37.53	17.68
16	Zurich Artemis UK Special Situations Pn	0.00	1.00	16.02	63.76	53.21
17	Zurich AXA Framlington UK Select Opportunities Pn	0.00	1.00	8.63	26.42	6.73
18	Zurich AXA Framlington UK Select Opportunities Pn	0.00	1.00	8.63	26.42	6.73
19	Zurich BlackRock ACS 60/40 Global Equity Tracker Pn	0.00	0.00	22.47	64.95	70.69	n/a
20	Zurich BlackRock Sterling Liquidity Pn	0.00	0.00	3.97	14.77	19.46
21	Zurich BlackRock Sterling Liquidity Pn	0.00	0.00	3.97	14.77	19.46
22	Zurich BlackRock Sterling Liquidity Pn	0.00	0.00	3.97	14.77	19.46
23	Zurich BlackRock UK Special Situations Pn	0.00	1.00	11.11	27.53	5.99
24	Zurich BNY Mellon European Opportunities (Responsible) Pn	0.00	1.00	19.12	54.42	58.78
25	Zurich BNY Mellon International Bond Pn	0.00	1.00	-0.56	0.19	-13.72
26	Zurich BNY Mellon Multi-Asset Growth Pn	0.00	1.00	20.21	51.07	54.81
27	Zurich BNY Mellon UK Income Pn	0.00	1.00	28.88	82.09	110.09
28	Zurich European Bond Pn	0.00	0.00	-0.82	9.77	-13.96
29	Zurich Fidelity American Pn	0.00	1.00	7.61	50.66	41.24
30	Zurich Fidelity European Pn	0.00	1.00	11.27	31.96	40.73
31	Zurich Fidelity Global Special Situations Pn	0.00	1.00	20.88	65.83	62.82
32	Zurich Fidelity MoneyBuilder Corporate Bond Pn	0.00	1.00	3.41	19.76	-5.14
33	Zurich Fidelity Multi Asset Open Growth Pn	0.00	1.00	15.80	44.75	39.12
34	Zurich Fidelity Multi Asset Open Growth Pn	0.00	1.00	15.80	44.75	39.12
35	Zurich Fidelity Multi Asset Open Strategic Pn	0.00	1.00	12.20	36.11	26.73
36	Zurich Fidelity Multi Asset Open Strategic Pn	0.00	1.00	12.20	36.11	26.73
37	Zurich Fidelity Open World Pn	0.00	1.00	18.71	51.32	51.51
38	Zurich Fidelity Open World Pn	0.00	1.00	18.71	51.32	51.51
39	Zurich Fidelity Special Situations Pn	0.00	1.00	19.45	74.80	74.56
40	Zurich Henderson Cautious Managed Pn	0.00	1.00	10.06	34.77	23.69
41	Zurich Henderson China Opportunities Pn	0.00	1.00	7.78	30.47	-12.21
42	Zurich Henderson European Selected Opportunities Pn	0.00	1.00	11.16	45.33	51.21
43	Zurich Henderson Sterling Bond Pn	0.00	1.00	3.48	18.96	-6.91
44	Zurich High Yield Bond Pn	0.00	0.00	5.42	31.29	24.14
45	Zurich Invesco Monthly Income Plus Pn	0.00	1.00	4.85	26.51	17.85
46	Zurich Invesco UK Equity High Income Pn	0.00	1.00	19.33	64.56	70.47
47	Zurich JPM Global Equity Income Pn	0.00	1.00	13.76	53.41	64.35
48	Zurich Jupiter Corporate Bond Pn	0.00	1.00	2.84	21.65	-5.54
49	Zurich Jupiter Merlin Balanced Portfolio Pn	0.00	2.00	23.83	55.33	55.99
50	Zurich Jupiter Merlin Growth Portfolio Pn	0.00	2.00	24.05	58.39	62.19
51	Zurich Jupiter Merlin Income Portfolio Pn	0.00	2.00	17.45	44.47	38.98
52	Zurich Jupiter Merlin Monthly Income Select Pn	0.00	1.00	10.03	31.60	16.76
53	Zurich Jupiter Merlin Worldwide Portfolio Pn	0.00	2.00	24.11	64.15	63.60
54	Zurich Jupiter UK Income Pn	0.00	1.00	20.54	72.70	87.87
55	Zurich Liontrust Balanced Pn	0.00	1.00	15.45	50.41	37.83
56	Zurich Liontrust Global Innovation Pn	0.00	1.00	18.87	92.01	57.49
57	Zurich Liontrust Income Pn	0.00	1.00	9.59	35.56	45.06
58	Zurich M&G Episode Allocation Pn	0.00	1.00	11.00	36.18	38.55
59	Zurich M&G Managed Growth Pn	0.00	1.00	18.44	52.10	63.37
60	Zurich M&G North American Dividend Pn	0.00	1.00	13.98	55.00	71.52
61	Zurich Managed Bond Focused Pn AP	0.00	0.00	7.09	25.59	10.88
62	Zurich Managed Bond Focused Pn AP	0.00	0.00	7.09	25.59	10.88
63	Zurich Managed Equity & Bond Pn AP	0.00	0.00	10.15	34.78	23.04
64	Zurich Managed Equity Focused Pn ZP	0.00	0.00	15.69	46.56	35.73
65	Zurich Momentum Diversified Growth Pn	0.00	1.00	10.62	36.96	24.82
66	Zurich Momentum Diversified Income Pn	0.00	1.00	11.87	42.41	26.59
67	Zurich Multimanager Protected Profits Pn	0.00	1.00	12.27	34.62	36.96	n/a (sector not rated)
68	Zurich Multimanager Protected Profits Pn	0.00	1.00	12.27	34.62	36.96	n/a (sector not rated)
69	Zurich Ninety One Global Environment Pn	0.00	1.00	16.89	28.73	11.04
70	Zurich Ninety One Global Environment Pn	0.00	1.00	16.89	28.73	11.04	n/a (short history)
71	Zurich Ninety One Global Environment Pn	0.00	1.00	16.89	28.73	11.04
72	Zurich Ninety One Global Income Opportunities Pn	0.00	1.00	9.32	30.02	15.80
73	Zurich Ninety One Global Strategic Equity Pn	0.00	1.00	20.48	71.70	71.95
74	Zurich Property Pn	0.00	0.00	1.12	6.70	-1.55	n/a
75	Zurich Property Pn	0.00	0.00	1.12	6.70	-1.55	n/a
76	Zurich Rathbone Income Pn	0.00	1.00	22.48	55.64	59.69
77	Zurich Rathbone Income Pn	0.00	1.00	22.48	55.64	59.69
78	Zurich Schroder Gilt & Fixed Interest Pn	0.00	0.00	2.13	9.76	-25.66
79	Zurich Schroder Gilt & Fixed Interest Pn	0.00	0.00	2.13	9.76	-25.66
80	Zurich Schroder Global Cities Real Estate Pn	0.00	1.00	17.49	33.37	9.02
81	Zurich Schroder Income Maximiser Pn	0.00	1.00	16.71	67.65	91.94
82	Zurich Schroder Managed Balanced Pn	0.00	0.00	18.89	47.49	35.20
83	Zurich Schroder Sustainable UK Equity Pn	0.00	1.00	12.92	36.68	31.23
84	Zurich Schroder Tokyo Pn	0.00	1.00	27.58	70.30	76.60
85	Zurich Schroder UK Mid 250 Pn	0.00	1.00	19.27	65.38	41.75
86	Zurich Sterling Corporate Bond Pn	0.00	0.00	3.81	20.69	-2.52
87	Zurich Strategic Bond Pn	0.00	0.00	3.37	23.19	10.58
88	Zurich Tracker Protected Profits Pn	0.00	1.00	13.19	40.23	41.42	n/a (sector not rated)
89	Zurich UBS US Equity Pn	0.00	1.00	20.60	47.09	60.71

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