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

Read More

Track Record.

Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/01/2021

Cumul. 980.8%  Ann. 11.0%

Cumul. 525.7%  Ann. 8.4%

FTSE All-Share
Total Return
Cumul. 178.8%   Ann. 4.6%

Read More

Phoenix UK Fund Ltd.

NAV estimated

Class A = £6,991.97
Class B = £6,524.37

NAV reconciled

Class A = £6,257.25
Class B = £5,838.79

Read More

How we invest.

We start by identifying great companies.

Read More

What to expect.

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

Read More

Our reading room.

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

Read More

£1,000 invested with us when we launched in
1998 would be worth £6,257 today.

Examine our performance track record 


An in-depth introduction to Phoenix.

Read More

Investment Trust.

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

Read More

Latest News

17 Jan 2021

Phoenix Annual Investors Meeting - Phoenix gives notice of its annual investors meeting Read more

24 Jan 2020

Phoenix investment analyst - Please read more below. Read more

04 Dec 2019

Annual Investors' Meeting - Phoenix gives notice of its annual investors' meeting. Read more

Investment Approach