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Phoenix LB UK Leader

FE Crown Rating

Fund Objective

To achieve medium to long term capital growth primarily through investment in a diversified portfolio of leading UK quoted equities and other related instruments. The portfolio will primarily comprise securities listed within the FTSE 100 index. The investments may be held directly and/or via collective investment schemes.

Fund Manager

Domicile

United Kingdom

Sector

UK All Companies

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 6.20m as at 23-May-2013

Unit Name

Phoenix LB UK Leader

Inc/Acc

Accumulating 

Citicode

RB99

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB0030160153 

Annual Charge

n/a

Mid

GBX 173.10

Change (Mid)

0.70 (0.41%)
23-May-2013

Unit LaunchDate

05-Feb-2001

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 15.79 8.94 18.40 30.94 47.07 35.23
Sector 15.26 7.45 18.41 30.44 45.50 30.47
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 12.15 -4.31 14.84 27.55 -26.79
Sector 14.33 -7.14 16.16 27.84 -30.41

Asset Allocation (estimated from fund's sector average)

breakdown chart
  Asset Class % of Fund
UK Equities 96.52
Money Market 2.85
European Equities 0.40
North American Equities 0.10
International Equities 0.04
Others 0.03
Property 0.03
Fixed Interest 0.02
Alternative Investment Strategies 0.00

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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