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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 31/03/2018

Gross
Cumul. 938.0%  Ann. 12.5%

Net
Cumul. 526.6%  Ann.9.7%

FTSE All-Share
Total Return
Cumul. 169.2%   Ann. 5.1%

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Phoenix UK Fund Ltd.

NAV estimated
19/04/2018

Class A = £6,507.24
Class B = £6,263.91

 

NAV reconciled
31/03/2018

Class A = £6,265.90
Class B = £6,031.47

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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 £6,265 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

09 Apr 2018

Hobby force: Gary Channon talks to the FT's Jennifer Thompson - Read more

28 Feb 2018

Stanley Gibbons Group PLC - Proposed refinancing. Read more

16 Feb 2018

The FT’s Merryn Somerset Webb highlights the Aurora Investment Trust - “In turbulent markets, active management is worth considering” Read more

Investment Approach