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PHNX

PHNX

Phoenix Group

Which ETFs hold PHNX?

Phoenix Group appears in 2 of the funds we track, with its heaviest allocation at 4.20% in UKDV.

ETFFundWeightCategoryMarket
UKDV SPDR S&P UK Dividend Aristocrats UCITS ETF 4.20% Dividend 🇬🇧 United Kingdom
IUKD iShares UK Dividend UCITS ETF 3.50% Dividend 🇬🇧 United Kingdom

What this means for your portfolio

If you hold more than one of the funds listed above, your exposure to Phoenix Group is the sum of its weight in each — not the weight shown on any single fund page. This is how investors end up far more concentrated in a handful of companies than they intended, particularly when a broad market fund and a sector or thematic fund are held side by side.

Across the 2 funds holding it, the average published weight is 3.85%.

Other holdings

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PHNX discussion

Questions on fair value, cost, dividends and risk — answered with the fund data on this page.

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