Performance
The latest fund performance statistics for our standard fundsThe performance below is for reporting and information purposes and is aimed at existing customers only. For more information on a particular fund or funds please see our fund factsheets.
The table below contains performance statistics for our standard funds. These funds have an annual management charge (AMC) of 1% plus any additional disclosable yearly charges/expenses that may apply. Other AMC variants and product charges may apply 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.
Some funds may also have additional disclosable yearly charges or fund expenses on top of the standard charge. Any additional charges/expenses we disclose for our funds are estimated. Although the majority is made up of an agreed management fee, the expenses element depends on the actual expenses incurred by the underlying fund, so what you actually pay may vary slightly.
The table below contains performance statistics for our standard funds on a bid-to-bid basis. No performance is shown for funds which are less than 12 months old. The performance shown is net of the AMC and any additional disclosable yearly charges/expenses that apply. For more details of these charges and other fund specific information, please click on each fund name to read the fund factsheet.
Source: AEGON. Figures in £s on a bid-to-bid basis, net of charges with gross income reinvested to the period shown. 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.
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