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Phoenix Unit Trust Managers Limited
Michael Eakins · Asset Manager · Multi-Strategy
Phoenix Unit Trust Managers Limited (PUTM) is a specialized asset management subsidiary of Phoenix Group Holdings plc, the United Kingdom's largest long-term savings and retirement business. Established to oversee a broad array of unit trusts and Authorised Contractual Schemes, the firm primarily manages assets for the policyholders of the group's various life and pension brands, including Phoenix Life and Standard Life. PUTM has historically focused on the consolidation and efficient management of funds acquired through the group's acquisition of closed life insurance books. The institution plays a critical role in the group's investment framework, providing diversified exposure across global equities, fixed income, and multi-asset strategies while maintaining a strong emphasis on regulatory compliance and customer outcomes.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.8% |
| YTD return | +10.6% |
| Sharpe ratio | 3.94 |
| Win rate | 52% |
| AUM | $16.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $16.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.thephoenixgroup.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 14.5% | +21.7% |
| GOOGL | Alphabet Inc Class A | 13.8% | +27.8% |
| MSFT | Microsoft Corporation | 11.9% | -2.1% |
| NVDA | NVIDIA Corporation | 11.0% | +12.6% |
| AMZN | Amazon.com Inc | 8.1% | +4.5% |
| TSLA | Tesla Inc | 6.5% | -16.1% |
| TSM | Taiwan Semiconductor Manufacturing | 6.2% | +39.8% |
| AVGO | Broadcom Inc | 3.6% | -9.4% |
| META | Meta Platforms Inc. | 3.1% | -0.0% |
| ASML | ASML Holding NV ADR | 2.8% | +46.3% |
| MU | Micron Technology Inc | 2.4% | -6.0% |
| JPM | JPMorgan Chase & Co | 2.3% | +12.0% |
| LLY | Eli Lilly and Company | 2.0% | +33.2% |
| AMD | Advanced Micro Devices Inc | 2.0% | -0.4% |
| NVS | Novartis AG ADR | 1.9% | +3.3% |
| SAP | SAP SE ADR | 1.9% | +16.1% |
| IBDRY | Iberdrola SA | 1.6% | -0.0% |
| JNJ | Johnson & Johnson | 1.6% | +4.9% |
| CSCO | Cisco Systems Inc | 1.6% | -10.3% |
| TTE | TotalEnergies SE ADR | 1.5% | -1.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | JPM | 2.3% → 2.3% |
| Sep 14, 2026 | BUY | TSLA | 5.7% → 6.5% |
| Sep 14, 2026 | BUY | ASML | 2.8% → 2.8% |
| Sep 14, 2026 | SELL | AMD | 2.0% → 2.0% |
| Sep 14, 2026 | BUY | NVDA | 10.2% → 11.0% |
Investment Style Analysis
Phoenix Unit Trust Managers Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $16.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Phoenix Unit Trust Managers Limited made a significant move by reducing the position in JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of Phoenix Unit Trust Managers Limited is centered on delivering sustainable, long-term returns that align with the retirement and savings goals of its millions of policyholders. The firm employs a dual approach that combines cost-effective passive indexing with sophisticated multi-manager strategies to optimize risk-adjusted performance. A core tenet of its strategy is the rigorous integration of Environmental, Social, and Governance (ESG) considerations, underpinned by a commitment to transition its investment portfolio to net-zero carbon emissions by 2050. By leveraging the massive scale of the Phoenix Group, the firm seeks to provide institutional-grade investment solutions characterized by transparency, stewardship, and a focus on long-term value creation.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Phoenix Unit Trust Managers Limited.
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Frequently asked questions
How is the simulated portfolio for Phoenix Unit Trust Managers Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Phoenix Unit Trust Managers Limited's largest holding?
As of the latest filing, Phoenix Unit Trust Managers Limited's top position is Apple Inc (AAPL), representing 14.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Phoenix Unit Trust Managers Limited's historical performance and risk profile?
Our simulation indicates a total return of +16.8% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 3.94, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Phoenix Unit Trust Managers Limited primarily invest in?
Phoenix Unit Trust Managers Limited has a strong preference for the Semiconductors sector, which makes up 25.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Phoenix Unit Trust Managers Limited's portfolio concentrated or diversified?
Phoenix Unit Trust Managers Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Phoenix Unit Trust Managers Limited performed in 2026?
Our AI-simulated model portfolio for Phoenix Unit Trust Managers Limited tracks a Year-to-Date (YTD) return of +10.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Eakins manage Phoenix Unit Trust Managers Limited directly?
Yes, Michael Eakins serves as the key portfolio manager for Phoenix Unit Trust Managers Limited, overseeing the investment strategy and final capital allocation decisions.