I am a better investor because I am a businessman, and a better businessman because I am an investor.
Warren Buffett
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Phoenix UK Fund Ltd
Estimated 15/08/2022
Class A: £7,498.19
Class B: £6,956.30
Class E: £1,060.17
Class F: £1,279.02
Class G: £1,213.51
Reconciled 29/07/2022
Class A: £7,429.35
Class B: £6,904.77
Class E: £1,050.98
Class F: £1,268.40
Class G: £1,203.25
Aurora Investment Trust plc
Reconciled 12/08/2022
Share Price: £2.14
NAV Price: £2.31
Huginn Fund
Estimated 15/08/2022
Class A: £1,419.09
Class B: £1,407.76
Class D: £1,468.94
Class E: £995.18
Reconciled 31/07/2022
Class A: £1,370.02
Class B: £1,357.52
Class D: £1,418.16
Class E: £918.21
Castelnau Group
15/08/2022
Share Price:£0.84
Reconciled 29/07/2022
NAV Price: £0.77
Long Term Track Record
Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/07/2022
Gross
Cumul. 1,238.6% Ann. 11.3%
Net
Cumul. 642.9% Ann. 8.6%
FTSE All-Share
Total Return
Cumul. 231.0% Ann. 5.1%
£1,000 invested with us when we launched the Phoenix UK Fund in 1998 would be worth £7,429 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
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