We're long-term value investors, known for the depth of our research.
Read MoreTrack Record.
Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/07/2018
Gross
Cumul. 1020.8% Ann. 12.7%
Net
Cumul. 572.8% Ann.9.9%
FTSE All-Share
Total Return
Cumul. 197.6% Ann. 5.5%
Phoenix UK Fund Ltd.
NAV estimated
17/08/2018
Class A = £6,629.15
Class B = £6,381.48
NAV reconciled
31/07/2018
Class A = £6,727.59
Class B = £6,476.13
£1,000 invested with us when we launched in
1998 would be worth £6,727 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
18 Jun 2018
Aurora Investment Trust - Intermediaries Offer and Placing - Read more
30 May 2018
Phoenix is recruiting for an investment analyst - Please read more below. Read more
23 May 2018
Aurora Investment Trust - How new kids on the block are helping fund to shine again with a tight focus Read more
Investment Approach
