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 31/03/2019
Gross
Cumul. 923.4% Ann. 11.8%
Net
Cumul. 509.9% Ann. 9.0%
FTSE All-Share
Total Return
Cumul. 186.1% Ann. 5.2%
Phoenix UK Fund Ltd.
NAV estimated
23/04/2019
Class A = £6,335.01
Class B = £6,100.16
NAV reconciled
31/03/2019
Class A = £6,099.22
Class B = £5,871.65
£1,000 invested with us when we launched in
1998 would be worth £6,099 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
11 Oct 2018
Phoenix Recruitment : Fund Marketing - Please read more below. Read more
11 Sep 2018
Phoenix is recruiting for an Associate - Fund Operations - Please read more below. Read more
07 Sep 2018
Phoenix is recruiting for an investment analyst - Please read more below. Read more
Investment Approach
