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 31/08/2019
Gross
Cumul. 837.3% Ann. 11.1%
Net
Cumul. 455.8% Ann. 8.4%
FTSE All-Share
Total Return
Cumul. 190.1% Ann. 5.1%
Phoenix UK Fund Ltd.
NAV estimated
13/09/2019
Class A = £5,957.96
Class B = £5,651.62
NAV reconciled
31/08/2019
Class A = £5,557.80
Class B = £5,272.27
£1,000 invested with us when we launched in
1998 would be worth £5,557 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
02 Sep 2019
Phoenix is recruiting for a Fund Accountant - Please read more below. Read more
13 May 2019
Phoenix is recruiting for an investment analyst - Please read more below. Read more
18 Jun 2018
Aurora Investment Trust - Intermediaries Offer and Placing - Read more
Investment Approach
