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PHOENIX F BALANCED GROWTH PF - Fund overview

No Bestinvest rating


Overview of PHOENIX F BALANCED GROWTH PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PHOENIX F BALANCED GROWTH PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  May, 1996
Size  £11m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 246.80p

Fund Charges

Standard Initial charge –
Initial charge via Bestinvest –
Additional bid/offer spread 5.00%
Annual management charge 0.50%
Total expense ratio 0.50%
Reduction in yield (10yr) 1.01%

Bestinvest says


No information available.

Portfolio

phoenix f balanced growth pf asset allocation illustration
Allocation Proportion
Equity 63%
High yield bonds –
Quality bonds 34%
Property 3%
Commodities –
Hedge –
Fund cash –
phoenix f balanced growth pf equity geographic illustration
Allocation Proportion
UK 62%
Europe 9%
Nth America 18%
Japan 7%
Pacific 4%
Other Equity 0%
phoenix f balanced growth pf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for PHOENIX F BALANCED GROWTH PF

Investment process


No information available.

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. Any yields quoted cannot be taken as a reliable indicator 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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