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Phoenix BULA Managed Pn

FE Crown Rating

Fund Objective

To achieve long-term growth through a combination of income and capital gains. It is a broad based fund with a high proportion of company shares. The investments may be held via a selection of other Ex BULA funds and/or via collective investment schemes and/or directly

Fund Manager

Domicile

United Kingdom

Sector

Mixed Investment 40%-85% Shares

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 261.37m as at 30-Jun-2009

Unit Name

Phoenix BULA Managed Pn

Inc/Acc

 

Citicode

B508

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB0001290914 

Annual Charge

n/a

Bid

GBX 704.20

Offer

GBX 741.30

Change (Offer)

3.40 (0.46%)
19-Jun-2013

Unit LaunchDate

01-Feb-1987

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 8.56 -0.87 8.74 16.96 26.79 28.08
Sector 8.06 -0.42 8.21 15.93 25.57 30.93
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 9.93 -4.73 11.08 24.74 -20.63
Sector 9.91 -4.34 13.09 20.67 -21.00

Asset Allocation (estimated from fund's sector average)

breakdown chart
  Asset Class % of Fund
UK Equities 27.33
Fixed Interest 17.39
International Equities 10.95
Equities 9.24
Asia Pacific Equities 7.91
North American Equities 7.80
European Equities 6.31
Others 4.70
Money Market 4.20
Alternative Investment Strategies 2.85
Property 1.08
Commodity & Energy 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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