Phoenix Unit Trust Managers PUTM ACS Sustainable Index UK Equity Fund
Phoenix Unit Trust Managers PUTM ACS Sustainable Index UK Equity Fund is a passive equity fund from Phoenix Unit Trust Managers, ISIN GB00BLF97075.
Passive
Equity
Equity United Kingdom
How the fund has returned, and where it ranks among peers. Returns to Mar 2026 end, GBP net total return.
+20.6%Q1
1 year return
+42.3%
3 year return
–
5 year return
Chart type
Compare with
Show
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
1 month−6.0%
3 months+3.2%
Ongoing charge (OCF)
What the fund holds
Where the money is: sectors, countries and largest holdings. As supplied by FE fundinfo. Swipe or use the arrows for more panels.
Largest holdings
The biggest positions, and how concentrated the fund is. As supplied by FE fundinfo, last updated 20 Apr 2026.
1. SHELL PLC10.5%
2. ASTRAZENECA PLC8.6%
3. HSBC HOLDINGS PLC7.7%
4. BP P.L.C.5.5%
5. ROLLS-ROYCE HOLDINGS PLC4.7%
See all holdingsA free account shows the full list.
Macro events and this fund
Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.
Performance, risk and facts
Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.
Against its benchmark
How the fund compares with its benchmark over the same period.
Risk
How bumpy the ride has been, plus the regulatory risk rating.
Risk figures are not available for this fund.
Fund facts
Legal and cost facts for a client note. As reported by the manager.
ISIN
GB00BLF97075
Benchmark
FTSE 350 ex IT Phoenix Climate Aligned Index
Ongoing charge
Share class launch date
8 Jul 2022
Domicile
GB
Fund type
open-ended fund
What a sum would have become
What an amount would have grown to over the period.
n/a
Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Mar 2026. Fund size is shown in GBP.
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