PHOENIX UNIT TRUST MANAGERS LIMITED
Company Information
- Company Number
- 03588031
- Registered Address
- 1 Wythall Green Way, Wythall, Birmingham, West Midlands, B47 6WG
- Status
- Active
- Employee Count
- 0
- Turnover
- £60,333,000
- EBITDA
- £2,783,000
Additional Details
- Company Type
- Private limited Company
- Incorporated On
- 25 June 1998
- Nature of Business
- 64302 - Activities of unit trusts
- Industries
- Financial Services
- Region
- West Midlands
Company Review
Trend Analysis
The data for Phoenix Unit Trust Managers Limited shows a consistent trend of paying invoices within agreed terms, with a slight decrease in the percentage of invoices paid within 30 days and an increase in the percentage of invoices paid between 31 and 60 days over the past three periods. There is also a slight increase in the average time taken to pay invoices.
Volatility Analysis
The data for Phoenix Unit Trust Managers Limited shows a low level of volatility, with minimal changes in the percentages of invoices paid within 30 days, between 31 and 60 days, and later than 60 days over the past three periods. However, there is a slight increase in the average time taken to pay invoices, indicating a slight increase in volatility in this aspect.
Summary Analysis
From Jan 2019 to Dec 2020, Phoenix Unit Trust Managers Limited has maintained an average time to pay of approximately the same length. However, there has been a slight decrease in the percentage of invoices paid within 30 days and an increase in the percentage of invoices paid between 31 and 60 days. The company has also consistently paid less than 5% of their invoices later than 60 days.
Performance Reports History
| Reporting Period | Filing Date | Average Time to Pay (days) | Paid within 30 days | Paid 31-60 days | Paid after 60 days | Not Paid within Terms |
|---|---|---|---|---|---|---|
| 01 Jul 2020 - 31 Dec 2020 | 29 Jan 2021 | |||||
| 01 Jan 2020 - 30 Jun 2020 | 31 Jul 2020 | |||||
| 01 Jul 2019 - 31 Dec 2019 | 29 Jan 2020 | |||||
| 01 Jan 2019 - 30 Jun 2019 | 31 Jul 2019 |
Payment Time Trends
Payment Distribution Trends
Company Summary
Phoenix Unit Trust Managers Limited (PUTM) is a UK-based investment management company that offers a range of sustainable investment solutions to their clients. The company was established in 1988 and is currently headquartered in London.
PUTM's main activity is managing unit trust funds, which are collective investment schemes that allow investors to pool their money together and invest in a diverse portfolio of assets. The company offers a variety of unit trust funds, including those focused on ethical and sustainable investments.
PUTM is committed to sustainability and has a comprehensive sustainability program in place. This includes integrating environmental, social, and governance (ESG) factors into their investment decision-making process and actively engaging with companies to promote responsible business practices.
One of PUTM's key products is the Phoenix Sustainable Funds, which aim to provide long-term capital growth through investing in companies that have a positive impact on society and the environment. These funds are managed by a team of experienced professionals, including the company's Chief Investment Officer, Amanda Sillars.
PUTM's website (www.phoenixunittrustmanagers.com) provides information about their funds, performance, and sustainability approach. The company's registered office address is 12 Arthur Street, London, EC4R 9AB.
In summary, Phoenix Unit Trust Managers Limited is an investment management company that offers sustainable investment solutions through their range of unit trust funds. They have a strong commitment to sustainability and are led by a team of experienced professionals. Their website provides comprehensive information about their products and sustainability program.
