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 31/05/2021
Gross
Cumul. 1,212.0% Ann. 11.8%
Net
Cumul. 650.7% Ann. 9.1%
FTSE All-Share
Total Return
Cumul. 211.8% Ann. 5.0%
Phoenix UK Fund Ltd.
NAV estimated
24/06/2021
Class A = £7,394.13
Class B = £6,900.03
NAV reconciled
31/05/2021
Class A = £7,507.01
Class B = £7,008.65
£1,000 invested with us when we launched in
1998 would be worth £7,507 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
05 May 2021
Phoenix Investment Analyst - Please read more below. Read more
22 Apr 2021
Dignity Plc - Results of Resolutions Considered at the General Meeting - Read more
12 Apr 2021
A Vision for Dignity - Read more
Investment Approach
