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 30/11/2019
Gross
Cumul. 1022.3% Ann. 11.9%
Net
Cumul. 564.1% Ann. 9.2%
FTSE All-Share
Total Return
Cumul. 201.4% Ann. 5.2%
Phoenix UK Fund Ltd.
NAV estimated
12/12/2019
Class A = £6,630.40
Class B = £6,291.59
NAV reconciled
30/11/2019
Class A = £6,641.22
Class B = £6,301.68
£1,000 invested with us when we launched in
1998 would be worth £6,641 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
04 Dec 2019
Annual Investors' Meeting - Phoenix gives notice of its annual investors' meeting. Read more
02 Sep 2019
Phoenix is recruiting for a Fund Accountant - Please read more below. Read more
13 May 2019
Phoenix is recruiting for an investment analyst - Please read more below. Read more
Investment Approach
