Phoenix Unit Trust Managers Funds

Manager
+19.5%

£2.9B combined fund size · 2 asset classes · average OCF 0.17%.

How Phoenix Unit Trust Managers funds have returned on average.

Average 1Y return to September 2026 end, GBP net total return.

Source: FE fundinfo. Past performance is not a reliable guide to future returns.

No performance series available for this category
No composite is available for this category yet.

Funds
18
Fund size (GBP)
£2.9B
Asset classes
2
Average ongoing charge
0.17%

Phoenix Unit Trust Managers funds are covered on Funds Benchmark, with £2.9B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Bonds. The average ongoing charge (OCF) across the range is 0.17%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.

Next: Screen Phoenix Unit Trust Managers funds in Find Funds or browse all Phoenix Unit Trust Managers funds.

Asset class mix

What Phoenix Unit Trust Managers funds are made of.
50.8%
Equity
  • Equity50.8%
  • Bonds49.2%
Equity is the largest at 50.8%. Share of fund assets, funds that disclose size.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Equity 13 funds · 50.8% of assets +22.4% ▲ Average 1Y return
Bonds 5 funds · 49.2% of assets +2.1% ▲ Average 1Y return

Phoenix Unit Trust Managers holdings

Positions that appear most often among the ten largest holdings of these funds.

No position is among the ten largest holdings of three or more of these funds.

Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.

Phoenix Unit Trust Managers funds by 1Y return

Up to 30 funds ordered by 1 year return to September 2026. Past performance is not a reliable guide to future returns.

Categories

Number of Phoenix Unit Trust Managers funds in each FE sector.
North America1
Global1

Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.

All Phoenix Unit Trust Managers funds (18)

Equity (13)

Bonds (5)

Compare Phoenix Unit Trust Managers funds side by side

See every Phoenix Unit Trust Managers fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare Phoenix Unit Trust Managers funds

About Phoenix Unit Trust Managers

Where can I find Phoenix Unit Trust Managers fund prices and factsheets?

Every Phoenix Unit Trust Managers fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.

Which Phoenix Unit Trust Managers funds does Funds Benchmark cover?

Funds Benchmark covers the Phoenix Unit Trust Managers funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.

What asset classes does Phoenix Unit Trust Managers cover?

Phoenix Unit Trust Managers's largest group on Funds Benchmark is Equity, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.

How are Phoenix Unit Trust Managers funds rated against peers?

Open any Phoenix Unit Trust Managers fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.

What's the average fee on Phoenix Unit Trust Managers funds?

Across the funds we cover, the average ongoing charge (OCF) is 0.17%. Individual share classes vary, so check the OCF on each fund's page.

Where can I see Phoenix Unit Trust Managers's top-performing funds?

The table on this page shows up to 30 Phoenix Unit Trust Managers funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Phoenix Unit Trust Managers funds and compare them with funds from other managers by performance, fees and asset class.