Menu

I am a better investor because I am a businessman, and a better businessman because I am an investor.

Warren Buffett

Latest News

25 Aug 2022

Letter to the Shareholders of R&Q - Read more

13 Aug 2022

Open Letter to Shareholders of R&Q Insurance Holdings Ltd - Read more

19 Jul 2022

Phoenix Investor Relations Analyst - Read more

Long Term Track Record

Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/08/2022

Gross
Cumul. 1,150.1%  Ann. 10.9%

Net
Cumul. 593.5%  Ann. 8.3%

FTSE All-Share
Total Return
Cumul. 225.4%   Ann. 5.0%

Read More

What to expect.

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

Read more

How we invest.

We start by identifying great companies.

Read more

Our reading room.

Highlights from the thousands of books in our office library in Barnes.

Read more

£1,000 invested with us when we launched the Phoenix UK Fund in 1998 would be worth £6,935 today.

Examine our performance track record 

Phoenix
Primer.

An in-depth introduction to Phoenix.

Read more

Aurora
Investment Trust.

On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.

Read more

Huginn
Fund

Huginn has an international mandate and is managed by James Wilson.

Read more

Castelnau
Group

Castelnau Group, our permanent capital vehicle, was launched in 2021.

Read more

Investment Approach