Phoenix Unit Trust Managers runs 18 funds available to UK investors on Funds Benchmark, with £2.9B in combined assets under management. The book is concentrated in Equity (13 funds), Bond (5 funds). The average ongoing charge (OCF) across the range is 0.00% — competitive for actively-managed funds.
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Equity
PUTM ACS Sustainable Index Asia Pacific ex Japan Equity Fund
GB00BN0TRL78
|
+53.1% | — | — |
| 2 |
Equity North America
PUTM ACS North American Fund 2
GB00BLR8G835
|
+32.6% | £1.5B | 0.01% |
| 3 |
Equity
PUTM ACS Japan Equity
GB00BJ1MRS42
|
+26.2% | — | 0.00% |
| 4 |
Equity
PUTM ACS Sustainable Index Japan Equity Fund
GB00BN0TMB26
|
+24.0% | — | — |
| 5 |
Equity
PUTM ACS UK All Share Listed Equity Multi Manager Fund
GB00BP8L2T27
|
+22.7% | — | 0.00% |
| 6 |
Equity
PUTM ACS Sustainable Index UK Equity Fund
GB00BLF97075
|
+20.6% | — | — |
| 7 |
Equity
PUTM ACS Sustainable Index Emerging Market Equity Fund
GB00BKPG5K77
|
+18.5% | — | — |
| 8 |
Equity
PUTM ACS European ex UK Equity
GB00BJ1MSW52
|
+18.3% | — | 0.00% |
| 9 |
Equity
PUTM ACS Sustainable Index North American Equity Fund
GB00BN0TZ350
|
+17.2% | — | — |
| 10 |
Equity
PUTM ACS North American Fund 3
GB00BLR8HX52
|
+17.0% | — | — |
| 11 |
Equity
PUTM ACS North American Equity
GB00BJ1MRR35
|
+16.9% | — | 0.00% |
| 12 |
Equity
PUTM ACS Sustainable Index European Equity Fund
GB00BN0TPH92
|
+15.3% | — | — |
| 13 |
Bond Global
PUTM ACS Sterling Credit Fund
GB00BPQYHL03
|
+6.0% | £1.4B | 0.01% |
| 14 |
Bond
PUTM Bothwell Sub-Sovereign Bond
GB00BYZK4J99
|
+2.6% | — | 0.01% |
| 15 |
Bond
PUTM ACS Sustainable Index Global All Maturities Credit Fund
GB00BJN45B77
|
— | — | 0.00% |
| 16 |
Bond
PUTM ACS Sustainable Index Global Short Duration Credit Fund
GB00BJN45R38
|
— | — | 0.01% |
| 17 |
Equity
PUTM ACS Emerging Market Equity
GB00BJ1MSP85
|
— | — | 0.00% |
| 18 |
Bond
PUTM ACS Lothian UK Gilt Fund
GB00BNZFKC29
|
— | — | 0.00% |
Add any fund to a side-by-side comparison with up to 5 competitor funds.
We list 18 Phoenix Unit Trust Managers funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.
Phoenix Unit Trust Managers's largest exposure is in Equity alongside 1 other asset class . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.
Open any Phoenix Unit Trust Managers fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.
Across the Phoenix Unit Trust Managers retail share classes we cover, the average ongoing charge (OCF) is 0.00%. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.
The table above lists every Phoenix Unit Trust Managers fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.