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FE Trustnet Pension

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Fund Overview

Fund Ratings

Discrete Performance

Annual Performance

115 funds
Rank		Fund	Group	FE Risk Score	Curr	Bid	Offer	1y	3y	5y
		MIXED INVESTMENT 0%-35% SHARES PERFORMANCE						8.5	21.5	32.9
1	[+]	Alico Managed Income Pn	Alico	31	GBP	1.56	1.64	11.2	22.2	34.2
2	[+]	Aviva 7IM AAP Moderately Cautious Pn S6	Aviva Life & Pensions UK Ltd	37	GBX	123.26	0.00	9.6	18.2	n/a
3	[+]	Aviva Mixed Investment (0-35% Shares) NU Pn	Aviva Life & Pensions UK Ltd	30	GBX	304.34	320.35	9.3	20.2	26.6
4	[+]	Aviva Mixed Investment (0-35% Shares) Pn S2	Aviva Life & Pensions UK Ltd	30	GBX	341.32	0.00	10.3	23.6	32.5
5	[+]	AXA Wealth Architas MA Active Moderate Income Pn S4	AXA Wealth Limited	26	GBX	263.20	263.20	11.8	17.8	n/a
6	[+]	AXA Wealth Architas Multi-Asset Blended Reserve Pn S4	AXA Wealth Limited	34	GBX	247.30	247.30	9.4	17.5	n/a
7	[+]	AXA Wealth AXA IM Defensive Distribution Pn S4	AXA Wealth Limited	34	GBX	273.40	273.40	7.2	22.0	n/a
8	[+]	AXA Wealth CF 7IM AAP Moderately Cautious Pn S4	AXA Wealth Limited	34	GBX	233.60	233.60	8.0	14.0	n/a
9	[+]	AXA Wealth CF 7IM Personal Injury Pn S4	AXA Wealth Limited	25	GBX	228.30	228.30	5.7	15.8	n/a
10	[+]	AXA Wealth Elite Defensive Managed Pn S4	AXA Wealth Limited	31	GBX	295.40	295.40	9.6	24.4	42.4
11	[+]	AXA Wealth Elite Extra Defensive Managed Pn S4	AXA Wealth Limited	26	GBX	271.20	271.20	7.3	21.9	n/a
12	[+]	AXA Wealth HSBC World Selection Cautious Pn S4	AXA Wealth Limited	28	GBX	244.40	244.40	7.4	14.3	n/a
13	[+]	AXA Wealth Jupiter Distribution Pn S4	AXA Wealth Limited	33	GBX	296.40	296.40	12.5	27.9	38.5
14	[+]	Canlife CF 7IM AAP Moderately Cautious Pn PS4	Canada Life Ltd	n/a	GBX	101.00	106.30	7.7	n/a	n/a
15	[+]	Canlife Managed (0% - 35% Shares) Pn PS4 Acc	Canada Life Ltd	25	GBX	173.30	182.40	6.2	21.9	28.9
16	[+]	Canlife Managed Money Plus Pn PS4	Canada Life Ltd	11	GBX	105.90	111.40	1.8	7.4	n/a
17	[+]	Canlife Portfolio 3 Pn PS4	Canada Life Ltd	n/a	GBX	102.00	107.30	6.5	n/a	n/a
18	[+]	Cler Med Defensive Pn	Scot Wid Invt Sols (Incl CMIG)	32	GBX	137.93	145.19	6.3	19.5	n/a
19	[+]	Cler Med Fidelity Defensive Managed Pn	Scot Wid Invt Sols (Incl CMIG)	33	GBX	161.81	170.33	13.1	26.4	40.9
20	[+]	Cler Med Managed Defensive Pn	Clerical Medical Invest Group	23	GBX	433.04	433.04	1.5	13.1	24.0
21	[+]	Cler Med PP Non-Equity Pn	Scot Wid Invt Sols (Incl CMIG)	24	GBX	173.20	182.32	2.2	15.8	26.5
22	[+]	FL Architas MA Active Moderate Income AP	Friends Life	26	GBX	160.30		12.7	21.7	40.7
23	[+]	FL Architas MA Active Moderate Income EP	Friends Life	26	GBX	266.80	266.80	11.8	19.0	n/a
24	[+]	FL Architas MA Active Moderate Income XP	Friends Life	26	GBX	269.40	269.40	11.8	19.0	36.3
25	[+]	FL Architas MA Blended Reserve EP	Friends Life	34	GBX	235.70	235.70	9.6	18.7	n/a
26	[+]	FL AXA Defensive Distribution XP P2	Friends Life	34	GBX	227.70	227.70	7.8	23.8	21.2
27	[+]	FL AXA FL Reserve Pn 1	Friends Life	21	GBX	460.30	484.50	1.1	12.7	16.1
28	[+]	FL AXA Wealth Elite Defensive Managed XP	Friends Life	30	GBX	290.30	290.30	10.4	26.9	47.2
29	[+]	FL Baker Tilly Defensive Strategy Pn	Friends Life	41	GBX	129.00		6.3	28.0	n/a
30	[+]	FL Cautious Blend Pn	Friends Life	38	GBX	131.10		7.2	28.7	n/a
31	[+]	FL CF 7IM AAP Moderately Cautious EP	Friends Life	34	GBX	237.50	237.50	8.5	15.5	n/a
32	[+]	FL CF 7IM Personal Injury EP	Friends Life	25	GBX	231.90	231.90	6.3	17.5	n/a
33	[+]	FL Defensive Distribution AP	Friends Life	33	GBX	142.70		8.4	25.7	25.2
34	[+]	FL Defensive Distribution EP	Friends Life	34	GBX	270.10	270.10	7.8	23.8	n/a
35	[+]	FL Defensive Index Fund of Funds Pn	Friends Life	27	GBX	115.70		5.9	n/a	n/a
36	[+]	FL Defensive Pn	Friends Life	44	GBX	135.90		4.2	25.7	n/a
37	[+]	FL Elite Defensive Managed EP	Friends Life	30	GBX	192.80	192.80	10.4	26.8	46.8
38	[+]	FL Elite Extra Defensive Managed EP	Friends Life	26	GBX	276.70	276.70	7.8	23.5	n/a
39	[+]	FL Fidelity Multi Asset Income EP	Friends Life	27	GBX	274.60	274.60	11.7	26.0	42.2
40	[+]	FL Jupiter Distribution AP	Friends Life	29	GBX	292.50		13.3	33.3	46.8
41	[+]	FL Jupiter Distribution EP	Friends Life	29	GBX	274.30	274.30	12.1	29.4	41.5
42	[+]	FL Lifestyle Retirement 2010 AEP	Friends Life	45	GBX	257.30		6.8	23.8	35.5
43	[+]	FL Lifestyle Retirement 2010 AP	Friends Life	45	GBX	145.90		7.5	25.9	39.3
44	[+]	FL Lifestyle Retirement 2010 EP	Friends Life	40	GBX	264.60	264.60	8.2	24.1	n/a
45	[+]	FL Reserve AP 9 Acc	Friends Life	21	GBX	501.80	528.20	1.6	14.4	19.1
46	[+]	FL Towry Defensive Pn	Friends Life	26	GBX	129.90		6.7	14.7	n/a
47	[+]	HLL Defensive Pn	Hartford Life	34	GBP	14.35		10.9	28.7	47.3
48	[+]	L&G CF 7IM AAP Moderately Cautious Pn G25	Legal & General Assurance Soc	34	GBX	110.79	110.79	7.5	n/a	n/a
49	[+]	L&G CF 7IM Moderately Cautious Pn G25	Legal & General Assurance Soc	34	GBX	108.90	108.90	9.0	n/a	n/a
50	[+]	L&G Jupiter Distribution Pn G25	Legal & General Assurance Soc	29	GBX	139.28	139.28	11.7	28.3	40.6
51	[+]	LV= 7IM AAP Moderately Cautious Pn S2	LVFS Ltd	n/a	GBX	99.70	104.90	n/a	n/a	n/a
52	[+]	LV= Fidelity Multi Asset Allocator Defensive Pn 2	LVFS Ltd	n/a	GBX	98.60	103.80	4.1	n/a	n/a
53	[+]	LV= Jupiter Merlin Conservative Portfolio Pn S2	LVFS Ltd	n/a	GBX	96.30	101.40	n/a	n/a	n/a
54	[+]	LV= Threadneedle Defensive Equity & Bond Pn 2	LVFS Ltd	n/a	GBX	104.10	109.60	9.3	n/a	n/a
55	[+]	LV= Vanguard LifeStrategy 20% Equity Pn S2	LVFS Ltd	n/a	GBX	100.70	106.00	6.1	n/a	n/a
56	[+]	MetLife Def Mgd Secure Retmt Portfolio Pn	MetLife	37	GBX	127.35		13.2	26.0	33.6
57	[+]	MetLife Defensive Index Portfolio Pn	MetLife	33	GBX	138.76		9.1	25.1	41.9
58	[+]	MetLife Defensive Index Secure Capital Portfolio Pn	MetLife	33	GBX	135.23		8.5	23.3	38.4
59	[+]	MetLife Defensive Managed Portfolio Pn	MetLife	37	GBX	132.96		14.0	28.3	38.0
60	[+]	MetLife Jupiter Distribution Pn	MetLife	28	GBX	128.94		11.5	28.0	40.7
61	[+]	MetLife Managed Defensive Portfolio Pn Gr	MetLife	31	GBX	133.69	133.69	13.8	28.0	n/a
62	[+]	MGM IM Verbatim Portfolio 3 Pn	MGM Advantage	23	GBX	1.15	1.15	8.8	n/a	n/a
63	[+]	Phoenix SCP(K) Managed (0-35% shares) Pn Ret Acc	Phoenix Life Limited	28	GBX	470.90	501.00	9.7	24.2	40.9
64	[+]	Phoenix SM Managed (0-35% shares) Pn	Phoenix Life Limited	29	GBX	798.80	840.90	10.1	25.1	42.2
65	[+]	Phoenix SM SHP Managed (0-35% shares) Pn	Scottish Mutual Assurance	29	GBX	791.95	791.95	10.0	24.6	40.8
66	[+]	Pru Defensive Portfolio Pn Ser A	Prudential Assurance Company	28	GBX	114.90	120.90	11.2	20.3	n/a
67	[+]	Pru FRIA Managed Defensive Pn	Prudential Assurance Company	33	GBX	0.00	130.70	11.1	22.5	n/a
68	[+]	Pru IM Verbatim Portfolio 3 Pn Ser A	Prudential Assurance Company	23	GBX	106.20	111.80	7.8	n/a	n/a
69	[+]	Pru Managed Defensive Pn Ser A	Prudential Assurance Company	33	GBX	153.90	162.00	11.2	22.8	46.5
70	[+]	Scot Eq 70/30 Defensive Managed Collection (ex MLC) Pn	Scottish Equitable plc	33	GBX	125.21	131.80	9.5	26.0	32.2
71	[+]	Scot Eq 70/30 Defensive Managed Collection Pn	Scottish Equitable plc	33	GBX	172.56	181.64	9.5	26.1	42.1
72	[+]	Scot Eq 7IM Moderately Cautious Pn	Scottish Equitable plc	32	GBX	125.35	131.95	8.7	14.7	28.1
73	[+]	Scot Eq 80/20 Def Mgd Collec Pn	Scottish Equitable plc	32	GBX	168.22	168.22	7.7	24.7	42.3
74	[+]	Scot Eq 80/20 Defensive Mgd Collection Pn	Scottish Equitable plc	32	GBX	168.23	177.08	7.7	24.7	42.3
75	[+]	Scot Eq Cirilium Conservative Pn	Scottish Equitable plc	n/a	GBX	100.43	105.71	n/a	n/a	n/a
76	[+]	Scot Eq Optimum IM Strategic Income Pn	Scottish Equitable plc	n/a	GBX	96.76	101.85	n/a	n/a	n/a
77	[+]	Scot Eq Select Reserve Acc Pn	Scottish Equitable plc	32	GBX	138.94	146.26	1.9	15.9	28.9
78	[+]	Scot Life 7IM AAP Moderately Cautious Pn	Scottish Life	n/a	GBX	101.80	107.20	7.5	n/a	n/a
79	[+]	Scot Life Cirilium Conservative Pn	Scottish Life	n/a	GBX	100.80	106.10	6.6	n/a	n/a
80	[+]	Scot Life Defensive Managed Pn	Scottish Life	32	GBX	265.30	279.30	10.9	22.1	35.8
81	[+]	Scot Life Optimum Investment Management Strategic Income Pn	Scottish Life	n/a	GBX	95.10	100.10	n/a	n/a	n/a
82	[+]	Scot Life Rathbone Total Return Pn	Scottish Life	n/a	GBX	101.30	106.60	6.9	n/a	n/a
83	[+]	Scot Life Towry Law Defensive Portfolio Pn A	Scottish Life	26	GBX	124.80	131.40	4.8	9.2	n/a
84	[+]	Scot Wid Defensive Managed Pn S2	Scottish Widows Plc	27	GBX	137.80	137.80	7.5	23.1	31.7
85	[+]	Scot Wid Jupiter Distribution Pn S2	Scottish Widows Plc	29	GBX	166.20	166.20	11.7	28.8	40.6
86	[+]	SIP Carnegie Cautious Pn S8	Sanlam Investments & Pensions	33	GBX	1,162.60	0.00	6.4	14.4	n/a
87	[+]	Skandia BlackRock Consensus 35 Pn	Skandia Life	n/a	GBX	96.80	101.80	n/a	n/a	n/a
88	[+]	Skandia Cirilium Conservative Pn	Skandia Life	n/a	GBX	100.30	105.50	6.2	n/a	n/a
89	[+]	Skandia City Financial Diversified Pn	Skandia Life	36	GBX	114.50	120.50	6.1	8.6	n/a
90	[+]	Skandia Fidelity Multi Asset Income Pn	Skandia Life	28	GBX	131.70	138.60	11.3	23.1	36.6
91	[+]	Skandia HSBC World Index Cautious Portfolio Pn	Skandia Life	n/a	GBX	98.40	103.50	n/a	n/a	n/a
92	[+]	Skandia IFDS Apollo Multi Asset Defensive Pn	Skandia Life	20	GBX	98.60	103.70	4.1	n/a	n/a
93	[+]	Skandia Jupiter Distribution Pn	Skandia Life	39	GBX	175.50	184.70	11.5	28.3	38.7
94	[+]	Skandia Kames Inflation Linked Pn	Skandia Life	n/a	GBX	96.70	101.70	0.5	n/a	n/a
95	[+]	Stan Life Active Plus I Pn S3	Standard Life Assurance Co	n/a	GBX	109.10		7.1	n/a	n/a
96	[+]	Stan Life Active Plus II Pn S3	Standard Life Assurance Co	n/a	GBX	110.80		10.4	n/a	n/a
97	[+]	Stan Life Active Plus III Pn S3	Standard Life Assurance Co	n/a	GBX	111.40		13.3	n/a	n/a
98	[+]	Stan Life Active Plus IV Pn S3	Standard Life Assurance Co	n/a	GBX	111.60		15.5	n/a	n/a
99	[+]	Stan Life Active Plus V Pn S3	Standard Life Assurance Co	n/a	GBX	112.80		18.2	n/a	n/a
100	[+]	Stan Life CF 7IM Moderately Cautious Pn	Standard Life Assurance Co	32	GBX	112.50		8.9	n/a	n/a
101	[+]	Stan Life City Financial Diversified Pn 3	Standard Life Assurance Co	34	GBX	108.10		6.7	9.2	n/a
102	[+]	Stan Life Jupiter Distribution Pn S3	Standard Life Assurance Co	29	GBX	161.00		11.5	28.9	39.7
103	[+]	Stan Life RBS Your Portfolio III Pn SB	Standard Life Assurance Co	n/a	GBX	103.40		n/a	n/a	n/a
104	[+]	Stan Life TM Levitas A Pn S4	Standard Life Assurance Co	n/a	GBX	101.20		n/a	n/a	n/a
105	[+]	Stan Life TM Levitas B Pn S4	Standard Life Assurance Co	n/a	GBX	100.20		n/a	n/a	n/a
106	[+]	Stan Life Towry A0715 Pn S3	Standard Life Assurance Co	26	GBX	122.60		4.7	9.1	n/a
107	[+]	Wesleyan Low Risk Reward Pn	Wesleyan Assurance Society	n/a	GBX	115.70	115.70	10.3	n/a	n/a
108	[+]	Zurich 7IM AAP Moderately Cautious EP	Zurich Assurance Ltd	34	GBX	614.00		9.0	17.2	n/a
109	[+]	Zurich 7IM AAP Moderately Cautious Pn ZP	Zurich Assurance Ltd	34	GBX	126.90		9.1	17.5	28.0
110	[+]	Zurich 7IM Moderately Cautious ZP	Zurich Assurance Ltd	32	GBX	162.80		10.4	19.4	35.9
111	[+]	Zurich Aquila Market Advantage CS1	Zurich Assurance Ltd	n/a	GBX	528.00		n/a	n/a	n/a
112	[+]	Zurich Cirilium Conservative ZP	Zurich Assurance Ltd	n/a	GBX	533.40		n/a	n/a	n/a
113	[+]	Zurich Jupiter Distribution ZP	Zurich Assurance Ltd	31	GBX	153.60		13.6	32.7	45.0
114	[+]	Zurich MMgr Def Equity & Bond AP	Zurich Assurance Ltd	34	GBX	174.00		9.6	22.3	40.5
115	[+]	Zurich Towry A0715 ZP	Zurich Assurance Ltd	25	GBX	627.70		5.8	12.3	n/a
		MIXED INVESTMENT 0%-35% SHARES PERFORMANCE						8.5	21.5	32.9

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis and shown in Sterling with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.

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