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FE Trustnet Pension Funds

Group Factsheet

Investments

Self Invested Personal Pension

Fund overview
Funds available within this product	134
Number of funds holdable at same time	20
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Zurich Assurance Ltd

User rating:

Based on 74 respondent(s)

134 funds available


		Annual Charges		Performance
Rank	Name	Basic	Additional	1y	3y	5y	FE Crown rating
1	SW JPM Global Bond Pn	0.00	0.15	6.88	-	-
2	SW Threadneedle European Bond Pn	0.00	0.35	7.72	14.29	34.18
3	Zurich 7IM AAP Income Pn	0.00	1.05	4.78	16.00	25.92
4	Zurich 7IM Adventurous Pn	0.00	1.35	-4.13	8.91	13.21
5	Zurich 7IM Balanced Pn	0.00	1.09	-2.89	1.07	1.87
6	Zurich 7IM Mod Adventurous Pn	0.00	1.17	-3.29	6.23	8.82
7	Zurich 7IM Moderately Cautious Pn	0.00	1.08	-2.32	-3.81	-3.83
8	Zurich Aberdeen Life Global (ex UK) Equity Pn	0.00	0.25	10.93	39.74	62.77
9	Zurich Aberdeen Life Global Growth Pn	0.00	0.25	5.79	35.65	49.15
10	Zurich Aberdeen Life UK Long Dated Sterling Bond Pn	0.00	0.13	9.29	12.08	58.27
11	Zurich Aberdeen Life UK Small Companies Pn	0.00	0.25	-9.69	34.93	49.13
12	Zurich Allianz Emerging Markets Equity Pn	0.00	1.43	-2.20	15.22	27.71
13	Zurich American Pn	0.00	0.17	12.61	63.30	135.21
14	Zurich American Select Pn	0.00	0.17	6.05	42.89	82.71
15	Zurich American Smaller Companies Pn	0.00	0.17	7.06	48.46	114.45
16	Zurich Aquila 50/50 Global Equity Index Pn	0.00	0.12	5.43	35.72	58.79
17	Zurich Aquila 60/40 Global Equity Index Pn	0.00	0.12	4.68	34.05	53.83
18	Zurich Aquila 60/40 Global Equity Index Pn	0.00	0.12	4.68	34.05	53.83
19	Zurich Aquila Corporate Bond Over 15 Year Index Tracker Pn	0.00	0.13	11.27	16.30	49.97
20	Zurich Aquila Index-Linked Over 5 Year Gilt Index Pn	0.00	0.06	11.01	22.64	64.25	n/a
21	Zurich Aquila UK Equity Index Pn	0.00	0.07	1.94	27.91	37.13	n/a
22	Zurich Aquila US Equity Index	0.00	0.17	14.46	55.60	129.21
23	Zurich Aquila World Ex UK Equity Index Pn	0.00	0.17	11.29	48.32	99.74	n/a
24	Zurich Artemis European Growth Pn	0.00	0.69	-3.29	32.04	44.75
25	Zurich Artemis High Income Pn	0.00	0.58	2.83	16.54	23.75
26	Zurich Artemis Income Pn	0.00	0.69	-0.45	25.76	40.90
27	Zurich Artemis UK Select Pn	0.00	0.71	-5.96	29.52	32.47
28	Zurich Artemis UK Smaller Companies Pn	0.00	0.71	-9.06	46.13	62.43
29	Zurich Artemis UK Special Situations Pn	0.00	0.70	-7.82	9.71	18.70
30	Zurich Asia Pn	0.00	0.20	7.78	50.22	86.93
31	Zurich Aviva Investors UK Property Pn	0.00	0.75	-0.46	8.87	16.65	n/a
32	Zurich AXA Fram Monthly Inc Pn	0.00	0.76	-0.70	28.79	38.42
33	Zurich AXA Fram UK Sel Opps Pn	0.00	0.78	0.33	24.93	32.29
34	Zurich AXA Fram UK Sel Opps Pn	0.00	0.78	0.33	24.93	32.29
35	Zurich AXA Framlington UK Smaller Companies Pn	0.00	0.71	-6.78	45.49	75.90
36	Zurich BlackRock Gold & General Pn	0.00	0.84	23.70	-19.74	12.42
37	Zurich BlackRock Sterling Liquidity Pn	0.00	0.10	0.76	1.37	2.26
38	Zurich BlackRock UK Special Situations Pn	0.00	0.88	-1.63	43.42	56.02
39	Zurich BNY Mellon Continental European Pn	0.00	0.55	3.58	33.97	65.56
40	Zurich BNY Mellon International Bond Pn	0.00	0.52	10.73	10.78	44.12
41	Zurich BNY Mellon Managed Pn	0.00	0.53	5.86	26.37	69.77
42	Zurich Deutsche Managed Sterling Pn	0.00	0.10	-3.49	-10.77	-17.25
43	Zurich European Smaller Companies Pn	0.00	0.19	-0.78	49.44	108.55
44	Zurich Fidelity American Pn	0.00	0.97	13.21	47.15	100.19
45	Zurich Fidelity European Pn	0.00	1.03	7.41	45.91	75.80
46	Zurich Fidelity Gbl Special Situations Pn	0.00	1.12	7.03	51.01	106.98
47	Zurich Fidelity Global Property Pn	0.00	0.98	14.88	26.47	81.24
48	Zurich Fidelity Moneybuilder Inc Pn	0.00	0.60	6.26	10.51	29.55
49	Zurich Fidelity Multi Asset Open Growth Pn	0.00	1.24	5.39	24.97	41.79
50	Zurich Fidelity Multi Asset Open Strategic Pn	0.00	1.30	5.80	20.24	37.14
51	Zurich Fidelity Open World Pn	0.00	1.02	7.42	34.76	66.91
52	Zurich Fidelity UK Special Situations Pn	0.00	1.09	-3.89	30.58	50.03
53	Zurich GLG Japan CoreAlpha Pn	0.00	0.73	-6.68	17.78	35.81
54	Zurich Global Bond Pn	0.00	0.17	11.89	10.15	44.98
55	Zurich Global Select Pn	0.00	0.34	10.93	53.75	108.39
56	Zurich Henderson Cautious Managed Pn	0.00	0.76	-0.30	12.31	20.14
57	Zurich Henderson China Opportunities Pn	0.00	0.85	0.95	55.98	112.58
58	Zurich Henderson European Select Opportunities Pn	0.00	0.80	-0.68	15.59	25.09
59	Zurich Henderson Global Sustainable Equity Pn	0.00	0.82	10.03	53.18	100.07
60	Zurich Henderson Preference & Bond Pn	0.00	0.66	7.91	15.82	28.79
61	Zurich Henderson Sterling Bond Pn	0.00	0.61	7.09	13.35	32.22
62	Zurich Henderson Strategic Bond Pn	0.00	0.92	2.87	-1.06	0.69
63	Zurich Henderson UK Property Pn	0.00	0.76	3.14	20.81	29.85	n/a
64	Zurich High Yield Bond Pn	0.00	0.20	6.43	19.32	30.79
65	Zurich Ignis UK Property Pn	0.00	0.89	2.22	18.62	25.36	n/a
66	Zurich Invesco Corporate Bond Pn	0.00	0.74	0.59	-1.86	-1.66
67	Zurich Invesco High Income Pn	0.00	0.79	-9.21	-0.52	16.45
68	Zurich Invesco Japanese Smaller Companies Pn	0.00	0.78	-10.67	31.61	98.22
69	Zurich Invesco Monthly Inc Plus Pn	0.00	0.79	3.55	16.23	23.81
70	Zurich Investec Cautious Managed Pn	0.00	0.58	-2.45	9.17	18.05
71	Zurich Investec Global Energy Pn	0.00	0.73	-3.23	3.89	-23.76
72	Zurich Investec Global Strategic Equity Pn	0.00	0.87	4.92	50.33	86.91
73	Zurich Japan Pn	0.00	0.19	0.31	37.11	77.93
74	Zurich JPM Asia Equity Pn	0.00	0.50	9.50	58.29	98.29
75	Zurich JPM Balanced Pn	0.00	0.25	4.74	30.53	54.89
76	Zurich JPM Continental Europe Select Equity Pn	0.00	0.25	5.28	45.25	71.73
77	Zurich JPM Global Equity Income Pn	0.00	0.74	7.30	32.65	44.96
78	Zurich JPM Japan Equity Pn	0.00	0.50	-1.82	29.52	78.06
79	Zurich JPM Life Diversified Equity Pn	0.00	0.25	6.82	42.12	70.84
80	Zurich JPM Natural Resources Pn	0.00	0.78	-2.77	20.86	-13.63
81	Zurich JPM UK Specialist Equity	0.00	0.25	-1.32	26.77	40.43	n/a (short history)
82	Zurich Jupiter Distribution Pn	0.00	0.72	3.41	9.12	24.02
83	Zurich Jupiter Emerging European Opportunities Pn	0.00	1.17	23.70	56.42	56.08
84	Zurich Jupiter Income Pn	0.00	0.94	-3.57	18.30	38.23
85	Zurich Jupiter Merlin Balanced Portfolio Pn	0.00	1.68	8.83	32.72	61.27
86	Zurich Jupiter Merlin Growth Portfolio Pn	0.00	1.70	10.18	36.60	67.34
87	Zurich Jupiter Merlin Income Portfolio Pn	0.00	1.61	6.65	22.80	33.94
88	Zurich Jupiter Merlin Ww Pfolio Pn	0.00	1.86	11.60	38.78	73.75
89	Zurich Kames Ethical Corporate Bond Pn	0.00	0.43	5.81	11.29	29.43
90	Zurich Kames Ethical Equity Pn	0.00	0.77	-9.64	1.06	6.16
91	Zurich Kames Sterling Corporate Bond Pn	0.00	0.42	6.77	12.13	28.42
92	Zurich Kames Strategic Bond Pn	0.00	0.64	6.22	13.98	18.02
93	Zurich Legg Mason Clearbridge US Equity Pn	0.00	0.85	4.10	31.40	74.10
94	Zurich M&G Episode Allocation Pn	0.00	0.93	1.81	22.66	33.59
95	Zurich M&G Global Themes Pn	0.00	0.78	5.77	23.21	36.20
96	Zurich M&G Managed Growth Pn	0.00	0.83	2.67	38.43	59.70
97	Zurich M&G North American Dividend Pn	0.00	0.80	15.44	67.78	135.04
98	Zurich M&G Property Portfolio Pn	0.00	0.80	0.91	17.27	23.81	n/a
99	Zurich M&G Recovery Pn	0.00	0.70	-12.34	6.70	-9.10
100	Zurich Managed & Equity Bond Pn	0.00	0.32	0.83	4.80	14.86
101	Zurich Managed Bond Focused Pn	0.00	0.34	1.80	3.50	7.35
102	Zurich Managed Bond Pn	0.00	0.34	1.68	2.28	7.28
103	Zurich Managed Equity Focused Pn	0.00	0.31	0.45	11.33	23.19
104	Zurich Managed Equity Pn	0.00	0.37	0.61	16.11	29.83
105	Zurich Merian Corporate Bond Pn	0.00	0.50	7.02	12.96	26.15
106	Zurich Merian UK Mid Cap Pn	0.00	0.69	-14.99	34.17	78.43
107	Zurich MMgr Protected Profits Pn	0.00	0.83	2.56	15.83	24.68	n/a (sector not rated)
108	Zurich Neptune Balanced Pn	0.00	0.75	5.78	38.60	55.34
109	Zurich Neptune Global Equity Pn	0.00	0.83	3.43	50.18	74.87
110	Zurich Neptune Income Pn	0.00	0.75	7.50	37.36	54.47
111	Zurich Newton Higher Income Pn	0.00	0.50	6.03	17.89	47.87
112	Zurich Property 2 Pn	0.00	0.38	3.90	16.44	34.44	n/a
113	Zurich Rathbone Income Pn	0.00	0.68	1.76	18.97	37.55
114	Zurich Sc All Maturities IL Bd Pn	0.00	0.16	9.70	20.46	56.17
115	Zurich Schroder Core UK Equity Pn	0.00	0.71	-1.31	20.19	17.20
116	Zurich Schroder Global Cities Real Estate Pn	0.00	0.95	15.44	28.14	77.48
117	Zurich Schroder Glt&Fxd Interest Pn	0.00	0.32	5.05	6.56	30.08
118	Zurich Schroder Income Maximiser Pn	0.00	0.88	-1.52	27.70	37.27
119	Zurich Schroder Managed Balanced Pn	0.00	0.25	2.74	23.90	40.35
120	Zurich Schroder Tokyo Pn	0.00	0.82	-3.28	28.39	67.55
121	Zurich Schroder UK Alpha Plus	0.00	0.84	-4.29	7.55	3.68
122	Zurich Schroder UK Mid 250 Pn	0.00	0.84	-12.39	21.17	24.54
123	Zurich Seneca Diversified Growth Pn	0.00	0.75	11.49	39.49	52.24
124	Zurich Seneca Diversified Income Pn	0.00	0.75	8.69	30.34	42.03
125	Zurich Stewart Investors Asia Pacific Leaders Pn	0.00	0.73	1.39	13.42	40.33
126	Zurich Strategic Bond Pn	0.00	0.17	5.53	13.76	23.74
127	Zurich Threadneedle Latin America Pn	0.00	0.18	22.83	38.63	25.81
128	Zurich Threadneedle UK Corporate Bond Pn	0.00	0.16	7.08	14.56	34.31
129	Zurich Tracker Protected Profits Pn	0.00	0.58	1.24	18.58	25.50	n/a (sector not rated)
130	Zurich UBS US Equity Pn	0.00	0.74	6.86	49.07	105.19
131	Zurich UK Equity Income Pn	0.00	0.15	-2.19	22.47	43.94
132	Zurich UK Growth & Income Pn	0.00	0.15	-2.11	24.32	45.86
133	Zurich UK Select Pn	0.00	0.16	-1.62	20.71	41.49
134	Zurich UK Smaller Companies Pn	0.00	0.17	-8.83	51.10	80.25

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