What could climate change mean for your investments?

Find out more about the measures we use

World leaders and UK businesses have committed to become net zero by 2050

But what does that mean for investments in those companies and countries?
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.

We want to share our climate related report with you

Our reports will help you learn how climate change could affect your investments.

For Phoenix Life customers whose policy is with Phoenix Life Limited:

For customers whose policy was previously with Sun Life Assurance Company of Canada (UK) Limited, now known as Phoenix Life CA Limited:

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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.

: 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.

What could climate change mean for your investments?

World leaders and UK businesses have committed to become net zero by 2050

We want to share our climate related report with you

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The report shows climate information for our with-profit and unit-linked funds:

If you’re invested in a with-profit fund

If you’re invested in a unit-linked fund

If you’re invested in a mutual fund

Sharing our Entity Climate Reports

Moving to a low-carbon economy could have an impact on your savings and help drive a more sustainable future

The value of any investment can go down as well as up and could be worth less than was paid in.

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What could climate change mean for your investments?

World leaders and UK businesses have committed to become net zero by 2050

We want to share our climate related report with you

id

The report shows climate information for our with-profit and unit-linked funds:

If you’re invested in a with-profit fund

If you’re invested in a unit-linked fund

If you’re invested in a mutual fund

Sharing our Entity Climate Reports

Moving to a low-carbon economy could have an impact on your savings and help drive a more sustainable future

The value of any investment can go down as well as up and could be worth less than was paid in.