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.

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year Phoenix PUTM Cautious Unit Trust GBP Acc
3 year Phoenix PUTM Cautious Unit Trust GBP Acc
1 Year Phoenix PUTM Cautious Unit Trust GBP Acc
6 Month Phoenix PUTM Cautious Unit Trust GBP Acc
1 Month Phoenix PUTM Cautious Unit Trust GBP Acc

Top 10 Holdings

Name % Net Assets
No holding data available.

Holdings Breakdown

No holdings data available.

Note 1: Forecast figures based on normalised accounts.

 

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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