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Phoenix R Sol Gart Euro Sel Opp Pn

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The fund aims to provide long-term capital growth by investing in European company shares.

Fund Manager ( Underlying )

John Bennett

Domicile

Sector

Currency

Primary Asset Class

Unit Name

Phoenix R Sol Gart Euro Sel Opp Pn

Inc/Acc

 

Citicode

KL20

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB0031527939 

Annual Charge

n/a

Mid

GBX 268.40

Change (Mid)

-3.90 (-1.43%)
24-May-2013

Unit LaunchDate

12-Apr-2002

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 19.66 9.69 25.36 47.31 53.02 35.56
Sector 17.11 6.36 22.09 40.65 40.21 17.89
Benchmark 17.11 6.36 22.09 40.65 40.21 17.89
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 21.90 -10.98 3.92 19.53 -17.38
Sector 19.19 -15.04 8.88 19.28 -24.11
Benchmark 19.19 -15.04 8.88 19.28 -24.11

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
Swiss Equities 33.50
German Equities 21.90
French Equities 16.10
Dutch Equities 11.30
Swedish Equities 5.80
Danish Equities 3.00
Finnish Equities 2.80
Italian Equities 1.80
Belgian Equities 1.50
International Equities 1.30
Irish Equities 1.00

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
Switzerland 33.50
Germany 21.90
France 16.10
Netherlands 11.30
Sweden 5.80
Denmark 3.00
Finland 2.80
Italy 1.80
Belgium 1.50
Others 1.30
Ireland 1.00

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Health Care 31.30
Consumer Goods 20.80
Financials 15.60
Basic Materials 9.90
Industrials 8.10
Consumer Services 7.50
Technology 5.70
Others 0.60
Oil & Gas 0.50

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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