Phoenix PUTM Cautious Unit Trust GBP Acc

IMA Sector:

Mixed Investment 0-35% Shares

ISIN:

GB0005292593

Fund Type:

Unit Trust

 297.89p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 17-Apr-2020
  • Change: 0.000p
  • Change %: n/a
  • Currency: GBP
  • YTD change: 297.89p
  • YTD %: n/a

Fund Objective

The objective of the Fund is to provide over the medium term a superior return to that available from a higher rate deposit account.

Future Expectations

We expect firther moderate progress from equities over the medium term and outperformance from equities relative to bonds.

Fund Details

Latest Price 297.89p IMA Sector Mixed Investment 0-35% Shares
Currency British Pound Launch Date 29/01/1999
Fund Size n/a Fund Manager Scottish Mutual Investment Managers LTD
ISIN GB0005292593 Dividend 0.00p
 

Price Info

Date 17-Apr-2020
Bid 290.27p
Offer 305.51p
Currency GBP
Change 0.000p
% n/a
YTD change 297.89p
YTD % n/a

Fund Facts

Fund Inception 29/01/1999
Fund Manager Scottish Mutual Investment Managers LTD
TER -
Minimum Investment
Initial £50000
Additional n/a
Savings n/a
Charges
Initial 5.25%
Annual Mang't 1.00%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.06

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