Phoenix Wealth runs 1 fund available to UK investors on Funds Benchmark, with £5K in combined assets under management. The book is concentrated in Fixed Interest (1 fund).
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Fixed Interest Global
Phoenix Wealth Schroder ISF Emerging Market Debt Absolute Return Pn S4
GB00B5TQQ616
|
— | £5K | — |
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We list 1 Phoenix Wealth fund 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 Wealth's largest exposure is in Fixed Interest . 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 Wealth 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.
OCF data isn't currently available across the full Phoenix Wealth range. 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 Wealth 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.