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

Warren Buffett

Latest News

09 Jan 2023

Phoenix Annual Investor Meeting - Read more

03 Nov 2022

Aurora Wins at Citywire Investment Trust Awards 2022 - Read more

25 Aug 2022

Letter to the Shareholders of R&Q - Read more

Long Term Track Record

Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/08/2023

Cumul. 1,291.2%  Ann. 11.0%

Cumul. 660.4%  Ann. 8.3%

FTSE All-Share
Total Return
Cumul. 241.4%   Ann. 5.0%

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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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How we invest.

We start by identifying great companies.

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£1,000 invested with us when we launched the Phoenix UK Fund in 1998 would be worth £7,603 today.

Examine our performance track record 


An in-depth introduction to Phoenix.

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Investment Trust.

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

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

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

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Investment Approach