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Phoenix Unit Trust Managers

About us

Phoenix Unit Trust Managers provide a range of retail UK based unit trusts as part of the Phoenix Group.

Phoenix Group's mission is to improve returns for Phoenix policyholders and deliver value for shareholders

Fund Climate Report download icon
Climate Information Guide download icon
Investment Exclusion Policy download icon

 

Entity Climate Report

Find out more about how the companies within Phoenix Group manage climate-related risks and opportunities. Go to page 64 of the Phoenix Group Climate Report to see how you can find information specific to Phoenix Unit Trust Managers.

Fund Name

Annual

Interim

Annual Assessment of Value Report

PUTM Bothwell Asia Pacific (ex Japan)

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PUTM Bothwell Emerging Markets Equity

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PUTM Bothwell Emerging Mkt Debt Unconstrained

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PUTM Bothwell Euro Sovereign

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PUTM Bothwell Europe

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PUTM Bothwell European Credit

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PUTM Bothwell Floating Rate ABS

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PUTM Bothwell Global Bond

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PUTM Bothwell Global Credit

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PUTM Bothwell Index-Linked Stg Hgd

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PUTM Bothwell Japan Equity

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PUTM Bothwell Long Gilt Stg Hgd

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PUTM Bothwell North America

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PUTM Bothwell Short Duration Credit

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PUTM Bothwell Sterling Credit

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PUTM Bothwell Sterling Government Bond

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PUTM Bothwell Sub Sovereign Bond

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PUTM Bothwell Tactical Asset Allocation

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PUTM Bothwell UK All Share Listed Equity

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PUTM Bothwell UK Equity Income

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PUTM Bothwell Ultra Short Duration

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The reports shown are the most recent account reports, if you wish to receive a historic report please contact PUTMOversightTeam@thephoenixgroup.com.

Fund Name

Annual

Interim

Annual Assessment of Value Report

PUTM European

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PUTM Far Eastern

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PUTM UK All Share Index

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PUTM UK Equity

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PUTM UK Stockmarket

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PUTM UK Stockmarket Series 3

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The reports shown are the most recent account reports, if you wish to receive a historic report please contact PUTMOversightTeam@thephoenixgroup.com.

Fund Name

Annual

Interim

Annual Assessment of Value Report

PUTM ACS Funds

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PUTM ACS Asia Pacific ex Japan Equity

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PUTM ACS European ex UK

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PUTM ACS Japan Equity

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PUTM ACS North American

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PUTM ACS North American Fund 2

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PUTM ACS UK All Share Listed Equity

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PUTM ACS UK All Share Listed Equity Multi Manager

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PUTM ACS Lothian European ex UK

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PUTM ACS Emerging Market Equity Fund

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PUTM ACS Lothian North American Equity     download icon
PUTM ACS Lothian UK Gilt     download icon

PUTM ACS Lothian UK Listed Equity

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PUTM ACS Lothian UK Listed Smaller Companies     download icon
PUTM ACS Sustainable Index European Equity     download icon
PUTM ACS Sustainable Index Japan Equity     download icon
PUTM ACS Sustainable Index UK Equity     download icon
PUTM ACS Sustainable Index US Equity     download icon
PUTM ACS Sustainable Index Asia Pacific ex Japan Equity Fund     download icon
PUTM ACS Sustainable Index Emerging Market Equity Fund     download icon
PUTM ACS US Dollar Credit Fund     download icon

The reports shown are the most recent account reports, if you wish to receive a historic report please contact PUTMOversightTeam@thephoenixgroup.com.

 


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Contact us

Customer services: 0345 584 2803
Customer services (international): +44 (0)345 584 2803

(Monday – Friday 9.00am – 5.00pm)

Alternatively you can write to us at:

Phoenix Unit Trust Managers Limited
1 Grand Canal Square
Grand Canal Harbour
Dublin 2
Ireland

Complaints please consult our complaints process for further detail.