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Warren Buffett
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Phoenix UK Fund Ltd
Estimated 02/12/2024
Class A: £9,004.59
Class B: £8,059.13
Class E: £1,230.33
Class F: £1,523.50
Class G: £1,068.88
Reconciled 31/10/2024
Class A: £9,136.44
Class B: £8,177.14
Class E: £1,247.86
Class F: £1,546.22
Class G: £1,084.53
Aurora Investment Trust plc
Reconciled 28/11/2024
Share Price: £2.31
NAV Price: £2.64
Huginn Fund
Estimated 02/12/2024
Class A (F): £2,032.39
Class B (F): £1,974.73
Class D (F): £2,114.19
Class B: £1,508.14
Class D: £1,302.39
Class E: £1,405.91
Reconciled 31/10/2024
Class A (F): £1,980.16
Class B (F): £1,923.98
Class D (F): £2,055.90
Class B: £1,471.11
Class D: £1,267.28
Class E: £1,368.01
Castelnau Group
02/12/2024
Share Price:£0.94
Reconciled 31/10/2024
NAV Price: £0.97
Long Term Track Record
Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/10/2024
Gross
Cumul. 1,578.8% Ann. 11.2%
Net
Cumul. 813.6% Ann. 8.7%
FTSE All-Share
Total Return
Cumul. 287.6% Ann. 5.2%
£1,000 invested with us when we launched the Phoenix UK Fund in 1998 would be worth £9,136 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read moreInvestment Approach
