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PHOENIX SCP MANAGED GROWTH (K) LF - Fund overview

No Bestinvest rating


Overview of PHOENIX SCP MANAGED GROWTH (K) LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PHOENIX SCP MANAGED GROWTH (K) LF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  January, 1995
Size  £28m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 179.80p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 6.01%
Annual management charge
Total expense ratio 0.00%
Reduction in yield (10yr) 0.62%

Bestinvest says


No information available.

Portfolio

phoenix scp managed growth (k) lf asset allocation illustration
Allocation Proportion
Equity 84%
High yield bonds
Quality bonds 14%
Property
Commodities
Hedge
Fund cash 2%
phoenix scp managed growth (k) lf equity geographic illustration
Allocation Proportion
UK 54%
Europe 25%
Nth America 10%
Japan 5%
Pacific 4%
Other Equity 2%
phoenix scp managed growth (k) lf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


To seek long-term growth from a broadly based portfolio of investments. These may comprise equities, both UK and overseas, fixed-interest securities, property and cash deposits. Throughout the portfolio, the emphasis is on high-quality assets. Equities are focused predominantly on blue chip stocks and, although the fixed-interest securities are mainly UK gilt edged stocks, some high-grade UK and international corporate bonds may also be included.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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