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PHOENIX P FIXED INTEREST S8 PF - Fund overview

No Bestinvest rating


Overview of PHOENIX P FIXED INTEREST S8 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PHOENIX P FIXED INTEREST S8 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  January, 1995
Size  £13m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 330.80p

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 p fixed interest s8 pf asset allocation illustration
Allocation Proportion
Equity
High yield bonds 5%
Quality bonds 93%
Property
Commodities
Hedge
Fund cash 2%
phoenix p fixed interest s8 pf equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

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.

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