Investments

Investment Bond

Fund overview
Funds available within this product	60
Number of funds holdable at same time	207
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Winterthur Life

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Based on 40 respondent(s)

60 funds available


		Annual Charges		Performance
Rank	Name	Basic	Additional	1y	3y	5y	FE fundinfo Crown rating
1	Phoenix Wealth Aegon Ethical Corporate Bond	0.50	1.00	4.84	12.40	-2.40
2	Phoenix Wealth Aegon Sterling Corporate Bond	0.50	1.00	5.44	13.92	-0.63
3	Phoenix Wealth Artemis Income	0.50	1.00	12.59	39.06	66.14
4	Phoenix Wealth Artemis Strategic Bond	0.50	1.00	6.45	15.09	7.87
5	Phoenix Wealth AXA Framlington Health	0.50	1.00	-4.94	1.67	14.76
6	Phoenix Wealth AXA Framlington UK Smaller Company	0.50	1.00	8.82	13.12	-10.48
7	Phoenix Wealth AXA Sterling Corporate Bond	0.50	1.00	5.06	13.99	0.47
8	Phoenix Wealth AXA Sterling Corporate Bond	0.50	1.00	5.06	13.99	0.47
9	Phoenix Wealth Baillie Gifford Japanese	0.50	1.00	10.88	18.41	2.43
10	Phoenix Wealth Baillie Gifford Managed	0.50	1.00	0.96	15.37	-3.47
11	Phoenix Wealth BlackRock Gold & General	0.50	1.00	99.57	172.14	154.95
12	Phoenix Wealth BNY Mellon Global Income	0.50	1.00	16.08	32.72	65.73
13	Phoenix Wealth BNY Mellon International Bond	0.50	1.00	2.72	-1.79	-8.95
14	Phoenix Wealth BNY Mellon Multi-Asset Growth	0.50	1.00	13.11	28.73	46.21
15	Phoenix Wealth CT European Select	0.50	1.00	2.23	18.63	24.03
16	Phoenix Wealth CT Global Select	0.50	1.00	-0.07	34.52	34.98
17	Phoenix Wealth CT UK Equity Income	0.50	1.00	13.09	33.57	57.96
18	Phoenix Wealth Elite Balanced Managed	0.50	1.00	8.46	23.74	30.62
19	Phoenix Wealth Elite Bond	0.50	1.00	4.71	9.81	-5.56
20	Phoenix Wealth Elite Cautious Managed	0.50	1.00	7.68	18.75	19.17
21	Phoenix Wealth Elite Defensive Managed	0.50	1.00	6.64	15.50	9.95
22	Phoenix Wealth Elite European Equity	0.50	1.00	13.76	28.07	42.76
23	Phoenix Wealth Elite Extra Cautious Managed	0.50	1.00	7.15	17.01	13.73
24	Phoenix Wealth Elite Extra Defensive Managed	0.50	1.00	6.17	12.95	3.08
25	Phoenix Wealth Elite Global Equity	0.50	1.00	7.76	31.20	45.24
26	Phoenix Wealth Elite International	0.50	1.00	7.40	32.51	45.51
27	Phoenix Wealth Elite North American Equity	0.50	1.00	1.75	35.12	54.51
28	Phoenix Wealth Elite Stockmarket Managed	0.50	1.00	9.02	25.30	35.60
29	Phoenix Wealth Elite UK Equity	0.50	1.00	8.88	22.97	43.64
30	Phoenix Wealth Fidelity American	0.50	1.00	-6.28	32.88	27.29
31	Phoenix Wealth First Sentier Global Listed Infrastructure	0.50	1.00	11.87	18.54	44.63
32	Phoenix Wealth HSBC American Index	0.50	1.00	3.37	43.60	69.79	n/a
33	Phoenix Wealth HSBC European Index	0.50	1.00	15.84	34.85	52.56	n/a
34	Phoenix Wealth HSBC Japan Index	0.50	1.00	24.93	46.13	39.76	n/a
35	Phoenix Wealth Invesco Corporate Bond	0.50	1.00	4.39	12.17	1.59
36	Phoenix Wealth Invesco Distribution	0.50	1.00	7.40	21.12	23.95
37	Phoenix Wealth Invesco UK Equity High Income	0.50	1.00	19.80	40.71	65.29
38	Phoenix Wealth Janus Henderson European Selected Opportunities	0.50	1.00	12.23	31.80	51.25
39	Phoenix Wealth JPM Natural Resources	0.50	1.00	42.34	33.94	108.96
40	Phoenix Wealth Jupiter Corporate Bond	0.50	1.00	4.29	10.05	-5.19
41	Phoenix Wealth Jupiter Ecology	0.50	1.00	6.02	17.58	27.38
42	Phoenix Wealth Jupiter Financial Opportunities	0.50	1.00	21.19	56.52	38.58
43	Phoenix Wealth Jupiter Merlin Monthly Income Select	0.50	1.00	8.48	18.91	11.11
44	Phoenix Wealth Liontrust Multi-Asset Dynamic Passive Intermediate	0.50	1.00	11.99	28.33	28.22
45	Phoenix Wealth Liontrust Multi-Asset Dynamic Passive Intermediate	0.50	1.00	11.99	28.33	28.22
46	Phoenix Wealth Liontrust Multi-Asset Dynamic Passive Moderate	0.50	1.00	10.47	24.10	18.47
47	Phoenix Wealth Liontrust Multi-Asset Dynamic Passive Moderate	0.50	1.00	10.47	24.10	18.47
48	Phoenix Wealth Liontrust Multi-Asset Dynamic Passive Progressive	0.50	1.00	13.47	32.41	37.72
49	Phoenix Wealth Liontrust Multi-Asset Dynamic Passive Progressive	0.50	1.00	13.47	32.41	37.72
50	Phoenix Wealth M&G Corporate Bond	0.50	1.00	4.29	11.57	-0.33
51	Phoenix Wealth Ninety One Global Income Opportunities	0.50	1.00	10.46	19.56	13.84
52	Phoenix Wealth Ninety One UK Special Situations	0.50	1.00	24.72	70.14	99.93
53	Phoenix Wealth Schroder European Recovery	0.50	1.00	26.42	35.54	77.17
54	Phoenix Wealth Schroder Global Cities Real Estate	0.50	1.00	7.18	9.31	16.07
55	Phoenix Wealth Schroder Global Equity Income	0.50	1.00	18.61	31.17	62.32
56	Phoenix Wealth Schroder Income Maximiser	0.50	1.00	17.08	41.11	90.07
57	Phoenix Wealth Schroder Tokyo	0.50	1.00	24.12	47.66	49.91
58	Phoenix Wealth Schroder UK Mid 250	0.50	1.00	20.59	25.30	-15.01
59	Phoenix Wealth Stewart Investors Asia Pacific Leaders	0.50	1.00	6.32	11.23	12.28
60	Phoenix Wealth Stewart Investors Global Emerging Markets Leaders	0.50	1.00	1.73	4.02	10.11

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