Our diverse portfolio of brands allow us to deliver for our customers at every stage of their lives
Meet All Our Brands
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 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.
Application forms
PUTM Bothwell Funds application form click here
PUTM Funds application form click here
PUTM ACS Funds application form click here
| Fund climate report |  |
| Climate information guide | |
| Entity Report | |
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 |
Annual Assessment of Value Report |
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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.
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.
