World leaders and UK businesses have committed to become net zero by 2050
We have a number of measures that can help you to see what the impact of climate change could be on your investments. In our Fund Climate Report we share information about climate change and your investments.
If there's no data shown for the fund you're invested in; this can either be because the fund does not hold any in scope assets for example cash and property are out of scope, or they're invested via an external manager and we're working closely with them to get the data. You can contact the external manager for their fund climate report by visiting their homepage from the links below.
The report shows climate information for our with-profit and unit-linked funds:
With-profit funds will have a variety of different types of investments, known as assets. The combination and amounts of these assets will depend on the policy you have.
The climate figures for each with-profits fund uses the average mix of assets held as at 31 December 2023.
Find out more about your with-profits investment.
A unit-linked fund, otherwise known as an insured fund, is a fund that is linked to a plan issued by an insurance company that lets you combine your money with other planholders.
Find out more about your unit-linked investment.
A mutual fund is another way to pool your money with other investors. They’re typically managed by asset managers who will invest the mutual fund in line with its objective. You may be invested in a mutual fund through one of our Self Invested Personal Pension (SIPP) products but they aren’t included in our Fund Climate Report. To find out more on the climate information for these funds, you need to visit the relevant fund manager’s website.
Moving to a low-carbon economy could have an impact on your savings and help drive a more sustainable future
As part of Phoenix Group, we’re on a journey to becoming net zero by 2050.
Find out how we’ll continue to support a better financial future for our customers while considering our investment in carbon emitting sectors in our Net Zero Transition Plan.
Phoenix Life is part of Phoenix Group and the data shown is for the combined Phoenix Group.
The value of any investment can go down as well as up and could be worth less than was paid in.