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 30/04/2018
Gross
Cumul. 998.7% Ann. 12.7%
Net
Cumul. 562.6% Ann.9.9%
FTSE All-Share
Total Return
Cumul. 186.3% Ann. 5.4%
Phoenix UK Fund Ltd.
NAV estimated
25/05/2018
Class A = £6,824.82
Class B = £6,569.68
NAV reconciled
30/04/2018
Class A = £6,625.94
Class B = £6,378.20
£1,000 invested with us when we launched in
1998 would be worth £6,625 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
23 May 2018
Aurora Investment Trust - How new kids on the block are helping fund to shine again with a tight focus Read more
17 May 2018
The extraordinary efforts of the Phoenix investor - Ian Cowie writing for Citywire's Investment Trust Insider. Read more
26 Apr 2018
Fee-free Aurora continues to rise from ashes under Phoenix - Read more
Investment Approach
