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 31/01/2021
Gross
Cumul. 980.8% Ann. 11.0%
Net
Cumul. 525.7% Ann. 8.4%
FTSE All-Share
Total Return
Cumul. 178.8% Ann. 4.6%
Phoenix UK Fund Ltd.
NAV estimated
26/02/2021
Class A = £6,714.23
Class B = £6,265.20
NAV reconciled
31/01/2021
Class A = £6,257.25
Class B = £5,838.79
£1,000 invested with us when we launched in
1998 would be worth £6,257 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest 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
