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Performance

The latest fund performance statistics for our standard funds

The performance below is for reporting and information purposes and is aimed at existing customers only. Please be wary of relying on past performance, particularly over shorter time periods, as this may not be a good indicator of future performance. Where figures are not shown data is not available. For more information on a particular fund or funds please see our fund factsheets.

The table below summarises the performances of key funds over various time periods.

  • The columns 1yr, 3yr, 5yr, 10yr provide performance figures to the date shown above the table below.
  • For column 1yr the performance is expressed as total % return for a 1 year period to the date shown above the table below.
  • For columns 3yr, 5yr and 10yr the performance is the average return per year expressed as %.
  • For the remaining columns, the performance is expressed as a total % return for the period indicated in each column heading.

The table below contains performance statistics for our standard funds. These figures shown include an annual management charge (AMC) of 1%, plus any additional disclosable yearly charges/expenses that apply for certain funds. Other AMC variants and product charges may apply to your investment, but will vary depending on the product or pension scheme you're invested in. Please see your key features document or speak to your financial adviser for more details. Find the nearest financial adviser to you here. No performance is shown for funds which are less than 12 months old.

Source: Aegon. Produced using Lipper for Investment Management. Figures in £s on a bid-to-bid basis, net of charges with gross income reinvested. Figures for over one year are shown as yearly returns (% per annum).

Past performance is no guide to future performance. The value of an investment can fall as well as rise for a number of reasons, for example market and currency movements. You may get back less than originally invested.