Phoenix NPI Managed Series 1 & 2 Acc Pension FundRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.3 | 9.2 | -9.4 | 8.2 | 3.1 | |
+/-Sector | 2.2 | -1.5 | 0.3 | 0.0 | -0.4 | |
Sector: Mixed Investment 40%-85% Shares (Pen) |
Key Stats | ||
NAV 07/05/2024 | GBX 3588.50 | |
Day Change | 0.36% | |
ABI Sector | Mixed Investment 40%-85% Shares (Pen) | |
ISIN | GB0006261837 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) - | - | |
Stakeholder | No | |
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This rating and report were issued for the underlying fund and not the insurance product. Fees of insurance products may be higher, which can negatively impact returns. Insurance products may also hold cash outside the underlying fund, which can strongly affect performance. |
Investment Objective: Phoenix NPI Managed Series 1 & 2 Acc Pension Fund |
Provide long-term real growth through a combination of capital gain and income by investing in a well spread balanced portfolio of UK and overseas securities, fixed interest stocks and cash deposits. |
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Management | ||
Manager Name Start Date | ||
Andrew Formica 01/01/2000 | ||
Inception Date 31/03/1982 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
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Portfolio Profile for Phoenix NPI Managed Series 1 & 2 Acc Pension Fund | - |
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