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 31/03/2018
Gross
Cumul. 938.0% Ann. 12.5%
Net
Cumul. 526.6% Ann.9.7%
FTSE All-Share
Total Return
Cumul. 169.2% Ann. 5.1%
Phoenix UK Fund Ltd.
NAV estimated
19/04/2018
Class A = £6,507.24
Class B = £6,263.91
NAV reconciled
31/03/2018
Class A = £6,265.90
Class B = £6,031.47
£1,000 invested with us when we launched in
1998 would be worth £6,265 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
09 Apr 2018
Hobby force: Gary Channon talks to the FT's Jennifer Thompson - Read more
28 Feb 2018
Stanley Gibbons Group PLC - Proposed refinancing. Read more
16 Feb 2018
The FT’s Merryn Somerset Webb highlights the Aurora Investment Trust - “In turbulent markets, active management is worth considering” Read more
Investment Approach
