We're long-term value investors, known for the depth of our research.
Read MoreTrack Record.
Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/10/2020
Gross
Cumul. 809.6% Ann. 10.3%
Net
Cumul. 428.0% Ann. 7.7%
FTSE All-Share
Total Return
Cumul. 140.1% Ann. 4.0%
Phoenix UK Fund Ltd.
NAV estimated
25/11/2020
Class A = £6,790.60
Class B = £6,336.47
NAV reconciled
31/10/2020
Class A = £5,280.13
Class B = £4,927.04
£1,000 invested with us when we launched in
1998 would be worth £5,280 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
24 Jan 2020
Phoenix investment analyst - Please read more below. Read more
04 Dec 2019
Annual Investors' Meeting - Phoenix gives notice of its annual investors' meeting. Read more
18 Jun 2018
Aurora Investment Trust - Intermediaries Offer and Placing - Read more
Investment Approach
