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 31/12/2020
Gross
Cumul. 1,064.6% Ann. 11.4%
Net
Cumul. 574.9% Ann. 8.8%
FTSE All-Share
Total Return
Cumul. 181.8% Ann. 4.7%
Phoenix UK Fund Ltd.
NAV estimated
27/01/2021
Class A = £6,334.58
Class B = £5,910.39
NAV reconciled
31/12/2020
Class A = £6,748.66
Class B = £6,297.33
£1,000 invested with us when we launched in
1998 would be worth £6,748 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
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
18 Jun 2018
Aurora Investment Trust - Intermediaries Offer and Placing - Read more
Investment Approach
