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We're long-term value investors, known for the depth of our research.

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Track Record.

Phoenix UK Fund Ltd.
Inception 01/05/1998
to 30/09/2018

Gross
Cumul. 1008.6%  Ann. 12.5%

Net
Cumul. 564.1%  Ann.9.7%

FTSE All-Share
Total Return
Cumul. 191.3%   Ann. 5.4%

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Phoenix UK Fund Ltd.

NAV estimated
15/10/2018

Class A = £6,219.35
Class B = £5,986.99

 

NAV reconciled
30/09/2018

Class A = £6,640.67
Class B = £6,392.57

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How we invest.

We start by identifying great companies.

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What to expect.

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

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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 in
1998 would be worth £6,727 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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Latest News

11 Oct 2018

Phoenix Recruitment : Fund Marketing - Please read more below. Read more

11 Sep 2018

Phoenix is recruiting for an Associate - Fund Operations - Please read more below. Read more

07 Sep 2018

Phoenix is recruiting for an investment analyst - Please read more below. Read more

Investment Approach