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FE Trustnet Pension

Factsheet

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

FE Crown Rating

Fund Objective

This is the lowest risk of the managed funds and has a high percentage invested 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 7.20m as at 31-Dec-2008

Unit Name Phoenix SCP(K) Managed (0-35% shares) Pn Ret Acc Add this unit to Basket
Inc/Acc Accumulating Citicode PF66 Initial Charge n/a	Unit Currency GBX ISIN GB0007054801 Annual Charge n/a
Bid GBX 482.90 Offer GBX 513.80	Change (Offer) -1.60 (-0.31%) 24-May-2013
Unit LaunchDate 01-Jul-1988

Unit Name Phoenix SCP(K) Managed (0-35% shares) Pn Ret Cap Add this unit to Basket
Inc/Acc Accumulating Citicode PF68 Initial Charge n/a	Unit Currency GBX ISIN GB0007052979 Annual Charge n/a
Bid GBX 199.30 Offer GBX 212.10	Change (Offer) -0.60 (-0.28%) 24-May-2013
Unit LaunchDate 01-Jul-1988

Unit Name Phoenix SCP(K) Managed (0-35% shares) Pn Inst 2 Cap Add this unit to Basket
Inc/Acc Accumulating Citicode SV70 Initial Charge n/a	Unit Currency GBX ISIN GB0007953390 Annual Charge n/a
Bid GBX 79.60 Offer GBX 84.70	Change (Offer) -0.30 (-0.35%) 24-May-2013
Unit LaunchDate 01-Jul-1988

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	4.91	4.03	6.06	13.89	27.38	41.03
Sector	6.40	3.88	7.61	12.52	25.39	33.98

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	10.57	4.65	8.84	19.13	-13.72
Sector	6.94	4.32	8.71	10.20	-7.83

Asset Allocation (estimated from fund's sector average)

Asset Class

% of Fund

Fixed Interest

56.62

UK Equities

15.53

Money Market

8.64

International Equities

3.68

Property

3.42

Alternative Investment Strategies

3.23

Others

3.17

European Equities

1.51

Equities

1.39

North American Equities

1.34

Asia Pacific Equities

1.17

Commodity & Energy

0.29

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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