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 31/12/2021
Gross
Cumul. 1,336.6% Ann. 11.9%
Net
Cumul. 701.1% Ann. 9.2%
FTSE All-Share
Total Return
Cumul. 232.5% Ann. 5.2%
Phoenix UK Fund Ltd.
NAV estimated
28/01/2022
Class A = £8,040.25
Class B = £7,504.60
NAV reconciled
31/12/2021
Class A = £8,011.17
Class B = £7,475.59
£1,000 invested with us when we launched in
1998 would be worth £8,011 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest 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
