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We're long-term value investors, known for the depth of our research.

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Track Record.

Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/05/2018

Gross
Cumul. 1017.8%  Ann. 12.8%

Net
Cumul. 572.0%  Ann.10.0%

FTSE All-Share
Total Return
Cumul. 194.3%   Ann. 5.5%

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Phoenix UK Fund Ltd.

NAV estimated
22/06/2018

Class A = £6,749.89
Class B = £6,497.40

 

NAV reconciled
31/05/2018

Class A = £6,720.00
Class B = £6,468.66

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How we invest.

We start by identifying great companies.

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What to expect.

Our approach is distinctive, and it may not be right for everyone.

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Our reading room.

Highlights from the thousands of books in our office library in Barnes.

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£1,000 invested with us when we launched in
1998 would be worth £6,720 today.

Examine our performance track record 

Phoenix
Primer.

An in-depth introduction to Phoenix.

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Aurora
Investment Trust.

On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.

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Latest News

18 Jun 2018

Aurora Investment Trust - Intermediaries Offer and Placing - Read more

30 May 2018

Phoenix is recruiting for an investment analyst - Please read more below. Read more

23 May 2018

Aurora Investment Trust - How new kids on the block are helping fund to shine again with a tight focus Read more

Investment Approach