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I am a better investor because I am a businessman, and a better businessman because I am an investor.

Warren Buffett

Latest News

04 Jan 2022

Phoenix Annual Investor Meeting - Read more

04 Oct 2021

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

23 Sep 2021

Castelnau Group - Publication of Prospectus & IPO - Read more

Long Term Track Record

Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/05/2022

Gross
Cumul. 1,223.2%  Ann. 11.3%

Net
Cumul. 636.2%  Ann. 8.6%

FTSE All-Share
Total Return
Cumul. 237.4%   Ann. 5.2%

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What to expect.

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

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How we invest.

We start by identifying great companies.

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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 the Phoenix UK Fund in 1998 would be worth £7,361 today.

Examine our performance track record 

Phoenix
Primer.

An in-depth introduction to Phoenix.

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Aurora
Investment Trust.

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

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Huginn
Fund

Huginn has an international mandate and is managed by James Wilson.

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Castelnau
Group

Castelnau Group, our permanent capital vehicle, was launched in 2021.

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Investment Approach