Our diverse portfolio of brands allow us to deliver for our customers at every stage of their lives
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If you are a customer with a query, you should contact the company who administers your policy in the first instance.
Browse Our Brands
Phoenix Unit Trust Managers provide a range of 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 |  |
| Fund Climate Report YE 2023 | |
| Climate Information Guide | |
| Investment Exclusion Policy | |
Entity Climate Report
Find out more about how Phoenix Unit Trust Managers manage climate-related risks and opportunities.
Read the Asset Manager Entity TCFD Report
| Abrdn Investment Management Limited | Stewardship information | Voting disclosure |
| Janus Henderson UK Limited | Stewardship information | Voting disclosure |
| Legal & General Investment Management Limited | Stewardship information | Voting disclosure |
| Invesco Asset Management Limited | Stewardship information | Voting disclosure |
| HSBC Global Asset Management (UK) Limited | Stewardship information | Voting disclosure |
| Blackrock Investment Management (UK) Limited | Stewardship information | Voting disclosure |
| Martin Currie/Franklin Templeton Investments | Stewardship information | Voting disclosure |
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Fund Name |
Annual Assessment of Value Report |
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PUTM's Consolidated Reports |
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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.
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Annual |
Interim |
Consumer Facing Disclosure |
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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.
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Fund Name |
Annual |
Interim |
Consumer Facing Disclosure |
Sustainability Label |
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PUTM ACS Funds |
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PUTM ACS Asia Pacific ex Japan Equity |
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PUTM ACS Emerging Market Equity Fund |
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PUTM ACS European ex UK |
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PUTM ACS Japan Equity |
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PUTM ACS Lothian European ex UK |
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| PUTM ACS Lothian North American Equity | |
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| PUTM ACS Lothian UK Gilt | |
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| PUTM ACS Lothian UK Listed Smaller Companies | |
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| PUTM ACS North American Fund | |
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| PUTM ACS North American Fund 2 | |
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| PUTM ACS North American Fund 3 | |
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| PUTM ACS Sterling Credit | |
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| PUTM ACS Sustainable Index Developed Asia ex Japan Equity Fund | |
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| PUTM ACS Sustainable Index Emerging Market Equity Fund | |
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| PUTM ACS Sustainable Index European Equity | |
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| PUTM ACS Sustainable Index Global All Maturities Credit Fund | |
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| PUTM ACS Sustainable Index Global Short Duration Credit Fund | |
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| PUTM ACS Sustainable Index Japan Equity | |
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| PUTM ACS Sustainable Index North American Equity Fund | |
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| PUTM ACS Sustainable Index UK Equity | |
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| PUTM ACS UK All Share Listed Equity Multi Manager | |
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| PUTM ACS US Dollar Credit Fund | |
The reports shown are the most recent account reports, if you wish to receive a historic report please contact PUTMOversightTeam@thephoenixgroup.com.
(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.
