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. Every fund below links to a live detail page with its latest price, factsheet-style performance over 1Y / 3Y / 5Y, fees and full holdings — all comparable side by side against benchmark and peers.
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Equity
GB00BN0TRL78
|
+53.1% | — | — |
| 2 |
Equity
GB00BJ1MRS42
|
+26.2% | — | 0.00% |
| 3 |
Equity
GB00BN0TMB26
|
+24.0% | — | — |
| 4 |
Equity
GB00BP8L2T27
|
+22.7% | — | 0.00% |
| 5 |
Equity
GB00BLF97075
|
+20.6% | — | — |
| 6 |
Equity North America
GB00BLR8G835
|
+19.9% | £1.5B | 0.00% |
| 7 |
Equity
GB00BKPG5K77
|
+18.5% | — | — |
| 8 |
Equity
GB00BJ1MSW52
|
+18.3% | — | 0.00% |
| 9 |
Equity
GB00BN0TZ350
|
+17.2% | — | — |
| 10 |
Equity
GB00BLR8HX52
|
+17.0% | — | — |
| 11 |
Equity
GB00BJ1MRR35
|
+16.9% | — | 0.00% |
| 12 |
Equity
GB00BN0TPH92
|
+15.3% | — | — |
| 13 |
Bond Global
GB00BPQYHL03
|
+3.1% | £1.4B | 0.00% |
| 14 |
Bond
GB00BYZK4J99
|
+2.6% | — | 0.01% |
| 15 |
Bond
GB00BJN45B77
|
— | — | 0.00% |
| 16 |
Bond
GB00BJN45R38
|
— | — | 0.01% |
| 17 |
Equity
GB00BJ1MSP85
|
— | — | 0.00% |
| 18 |
Bond
GB00BNZFKC29
|
— | — | 0.00% |
Phoenix Unit Trust Managers has 18 funds covered by Funds Benchmark across Equity, Bond.
See every Phoenix Unit Trust Managers fund in one place, then pick up to 5 to compare on performance, holdings and fees.
Every Phoenix Unit Trust Managers fund's detail page on Funds Benchmark shows its latest price (NAV), cumulative and discrete performance, ongoing charge, fund size and full holdings — the same data a factsheet carries, kept current from FE fundinfo and shown side by side against benchmark and peers.
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.
