I am a better investor because I am a businessman, and a better businessman because I am an investor.
Warren Buffett
Latest News
Citywire Investment Trust Awards: Aurora nominated in the UK All Companies category - Read more
Phoenix Annual Investor Meeting - Read more
Aurora Wins at Citywire Investment Trust Awards 2022 - Read more
Phoenix UK Fund Ltd
Estimated 01/12/2023
Class A: £8,517.36
Class B: £7,838.46
Class E: £1,196.65
Class F: £1,446.98
Class G: £1,164.33
Reconciled 31/10/2023
Class A: £7,437.05
Class B: £6,844.25
Class E: £1,044.40
Class F: £1,263.83
Class G: £1,016.65
Aurora Investment Trust plc
Reconciled 30/11/2023
Share Price: £2.31
NAV Price: £2.60
Huginn Fund
Estimated 01/12/2023
Class A: £1,609.22
Class B: £1,579.08
Class D: £1,665.76
Class E: £1,115.60
Reconciled 31/10/2023
Class A: £1,458.40
Class B: £1,431.09
Class D: £1,509.64
Class E: £1,011.05
Castelnau Group
01/12/2023
Share Price:£0.75
Reconciled 31/10/2023
NAV Price: £0.67
Long Term Track Record
Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/10/2023
Gross
Cumul. 1,262.6% Ann. 10.8%
Net
Cumul. 643.7% Ann. 8.2%
FTSE All-Share
Total Return
Cumul. 233.4% Ann. 4.8%
£1,000 invested with us when we launched the Phoenix UK Fund in 1998 would be worth £7,437 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
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