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 30/09/2021
Gross
Cumul. 1,196.8% Ann. 11.6%
Net
Cumul. 639.7% Ann. 8.9%
FTSE All-Share
Total Return
Cumul. 219.1% Ann. 5.1%
Phoenix UK Fund Ltd.
NAV estimated
25/10/2021
Class A = £7,892.41
Class B = £7,365.14
NAV reconciled
30/09/2021
Class A = £7,396.54
Class B = £6,902.42
£1,000 invested with us when we launched in
1998 would be worth £7,396 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
04 Oct 2021
Gary Channon: the importance of allocating capital wisely - Read more
23 Sep 2021
Castelnau Group - Publication of Prospectus & IPO - Read more
15 Sep 2021
Phoenix Graduate Investment Analyst - Please read more below. Read more
Investment Approach
