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Phoenix SCP(K) Managed (0-35% shares)

FE Crown Rating

Fund Objective

To invest in high percentage in fixed interest stocks. In addition, the Managers, according to their view of the investment climate, will invest in both equities and property in order to produce a reasonable level of capital appreciation.

Fund Manager

Domicile

United Kingdom

Sector

Mixed Investment 0%-35% Shares

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 6.00m as at 31-Dec-2008

Unit Name

Phoenix SCP(K) Managed (0-35% shares) Ret

Inc/Acc

Accumulating 

Citicode

PF64

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB0007054686 

Annual Charge

n/a

Bid

GBX 343.30

Offer

GBX 365.30

Change (Offer)

0.80 (0.22%)
21-May-2013

Unit LaunchDate

01-Jul-1988

Unit Name

Phoenix SCP(K) Managed (0-35% shares) 2

Inc/Acc

Accumulating 

Citicode

SV79

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB0007954364 

Annual Charge

n/a

Bid

GBX 124.50

Offer

GBX 132.50

Change (Offer)

0.30 (0.23%)
21-May-2013

Unit LaunchDate

01-Jul-1988

Unit Name

Phoenix SCP(K) Managed (0-35% shares) 1 Cap

Inc/Acc

Accumulating 

Citicode

SV92

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB0007956526 

Annual Charge

n/a

Bid

GBX 73.70

Offer

GBX 78.50

Change (Offer)

0.10 (0.13%)
21-May-2013

Unit LaunchDate

01-Jul-1988

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 4.28 3.47 5.53 11.50 21.78 29.99
Sector 5.07 3.23 6.15 10.23 20.12 24.41
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 8.25 3.61 7.35 13.54 -10.32
Sector 5.79 3.12 7.27 8.37 -7.81

Asset Allocation (estimated from fund's sector average)

breakdown chart
  Asset Class % of Fund
Fixed Interest 65.95
UK Equities 17.66
International Equities 5.17
Money Market 3.45
Others 3.12
Property 3.05
European Equities 0.99
Asia Pacific Equities 0.38
Equities 0.24

Regional Breakdown

No breakdown data available.

Sector Breakdown

No breakdown data available.

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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