Bespoke Fund Solutions
Our clients benefit from a huge range of options, delivered through our established relationships with more than 60 fund managers, and more than 400 funds already on our platform.
We're also agile enough to expand that range if needed. Whatever investment vehicle you need, or however many fund managers you want to work with to make up your blended fund strategy, we’ll help you achieve it.
Working closely with clients and consultants over many years, we’ve designed our fund offering to always provide access to the latest investment strategies. Today that gives you access to the Target Date Funds (TDFs), exchange-traded funds (ETFs), ESG funds, illiquids and non-daily dealt funds that will help you create investment strategies that work for you.
Because we understand that change happens, our aim remains to help our DC, DB and Master Trust clients have access to the funds they require, when they need them.
Phoenix CIS has identified some funds as having an Environmental, Social or Governance factor in their investment objective/portfolio construction. For example, these could be “ESG”, “Impact”, “Responsible”, “Sustainable”, “Ethical” or “Low Carbon” funds. These funds are identified with a “Y”. This flag is to facilitate your research and should not be relied upon for investment decisions. You will need to carry out your own research to understand the ESG aspect of a fund and whether it meets your own ESG criteria.
ESG funds
There's an increasing demand in today's investment landscape for access to sustainable investments. We've been offering access to ethical investing since 2014, with the consistent aim of providing exciting and innovative fund opportunities and staying up to speed with the latest ESG thinking.
Since we extensively and continually research the ESG investment universe, we bring you access to traditional managers’ offerings as well as those from managers with little or no exposure to the DC pension market.
Illiquid and non-daily dealt funds
It's likely that more schemes in the future will investigate the use of illiquid and non-daily dealt funds as part of their investment strategy. Those can be challenging for investment-only platforms, which is why we’ve already enhanced ours to make sure we have the capability and functionality to meet that demand. Just one example of how we continually look ahead to anticipate and meet your demands.
Exchange-traded funds (ETFs)
We were the first DC platform to offer institutional investors access to ETFs, and we've continued to invest in our ETF and ETC capability to provide fund strategies not available through standard mutual funds.
Our ability to blend exchange-traded funds (ETFs) with other funds lets you design tailored and diversified funds appropriate for trustees and their members.
Fund search
Funds listed on the CIS Fund Hub represent our core fund offering; they do not include every one of the 400+ funds available on our platform. We work with more than 60 fund managers and continually review our fund list to make sure it continues to meet your investment needs and offers access to different asset classes and fund managers.