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 31/08/2021
Gross
Cumul. 1,199.9% Ann. 11.6%
Net
Cumul. 642.0% Ann. 9.0%
FTSE All-Share
Total Return
Cumul. 222.3% Ann. 5.1%
Phoenix UK Fund Ltd.
NAV estimated
24/09/2021
Class A = £7,462.21
Class B = £6,963.71
NAV reconciled
31/08/2021
Class A = £7,419.81
Class B = £6,923.95
£1,000 invested with us when we launched in
1998 would be worth £7,419 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
23 Sep 2021
Castelnau Group - Publication of Prospectus & IPO - Read more
15 Sep 2021
Phoenix Graduate Investment Analyst - Please read more below. Read more
05 May 2021
Phoenix Investment Analyst - Please read more below. Read more
Investment Approach
