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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 31/03/2021

Gross
Cumul. 1,126.3%  Ann. 11.6%

Net
Cumul. 608.6%  Ann. 8.9%

FTSE All-Share
Total Return
Cumul. 195.7%   Ann. 4.8%

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Phoenix UK Fund Ltd.

NAV estimated
22/04/2021

Class A = £7,342.90
Class B = £6,854.59

NAV reconciled
31/03/2021

Class A = £7,086.28
Class B = £6,612.37

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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 £7,086 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

22 Apr 2021

Dignity Plc - Results of Resolutions Considered at the General Meeting - Read more

12 Apr 2021

A Vision for Dignity - Read more

06 Apr 2021

Further Information for Dignity PLC shareholders - Read more

Investment Approach