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 31/10/2019
Gross
Cumul. 954.0% Ann. 11.6%
Net
Cumul. 524.4% Ann. 8.9%
FTSE All-Share
Total Return
Cumul. 194.8% Ann. 5.2%
Phoenix UK Fund Ltd.
NAV estimated
18/11/2019
Class A = £6,456.74
Class B = £6,126.63
NAV reconciled
31/10/2019
Class A = £6,243.97
Class B = £5,924.52
£1,000 invested with us when we launched in
1998 would be worth £6,243 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
02 Sep 2019
Phoenix is recruiting for a Fund Accountant - Please read more below. Read more
13 May 2019
Phoenix is recruiting for an investment analyst - Please read more below. Read more
18 Jun 2018
Aurora Investment Trust - Intermediaries Offer and Placing - Read more
Investment Approach
