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 31/12/2021

Cumul. 1,336.6%  Ann. 11.9%

Cumul. 701.1%  Ann. 9.2%

FTSE All-Share
Total Return
Cumul. 232.5%   Ann. 5.2%

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Phoenix UK Fund Ltd.

NAV estimated

Class A = £8,027.47
Class B = £7,492.68

NAV reconciled

Class A = £8,011.17
Class B = £7,475.59

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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 £8,011 today.

Examine our performance track record 


An in-depth introduction to Phoenix.

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Investment Trust.

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

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Latest News

04 Oct 2021

Gary Channon: the importance of allocating capital wisely - Read more

23 Sep 2021

Castelnau Group - Publication of Prospectus & IPO - Read more

15 Sep 2021

Phoenix Graduate Investment Analyst - Please read more below. Read more

Investment Approach