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 30/06/2021
Gross
Cumul. 1,190.7% Ann. 11.7%
Net
Cumul. 637.9% Ann. 9.0%
FTSE All-Share
Total Return
Cumul. 212.2% Ann. 5.0%
Phoenix UK Fund Ltd.
NAV estimated
23/07/2021
Class A = £7,232.71
Class B = £6,749.36
NAV reconciled
30/06/2021
Class A = £7,379.03
Class B = £6,885.94
£1,000 invested with us when we launched in
1998 would be worth £7,379 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
