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Warren Buffett
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Phoenix UK Fund Ltd
Estimated 07/10/2024
Class A: £9,352.16
Class B: £8,370.21
Class E: £1,276.80
Class F: £1,583.16
Class G: £1,110.14
Reconciled 31/08/2024
Class A: £9,574.97
Class B: £8,569.62
Class E: £1,306.67
Class F: £1,621.33
Class G: £1,136.58
Aurora Investment Trust plc
Reconciled 04/10/2024
Share Price: £2.47
NAV Price: £2.78
Huginn Fund
Estimated 07/10/2024
Class A (F): £2,006.95
Class B (F): £1,950.01
Class D (F): £2,077.81
Class B: £1,491.12
Class D: £1,280.04
Class E: £1,381.79
Reconciled 31/08/2024
Class A (F): £2,014.93
Class B (F): £1,957.76
Class D (F): £2,091.44
Class B: £1,497.38
Class D: £1,289.45
Class E: £1,391.94
Castelnau Group
07/10/2024
Share Price:£0.96
Reconciled 31/08/2024
NAV Price: £0.99
Long Term Track Record
Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/08/2024
Gross
Cumul. 1,657.4% Ann. 11.5%
Net
Cumul. 857.5% Ann. 9.0%
FTSE All-Share
Total Return
Cumul. 299.2% Ann. 5.4%
£1,000 invested with us when we launched the Phoenix UK Fund in 1998 would be worth £9,575 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read moreInvestment Approach
