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 30/09/2020
Gross
Cumul. 766.9% Ann. 10.1%
Net
Cumul. 403.7% Ann. 7.5%
FTSE All-Share
Total Return
Cumul. 149.6% Ann. 4.2%
Phoenix UK Fund Ltd.
NAV estimated
30/10/2020
Class A = £5,284.26
Class B = £4,930.90
NAV reconciled
30/09/2020
Class A = £5,036.75
Class B = £4,699.93
£1,000 invested with us when we launched in
1998 would be worth £5,036 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read MoreLatest News
24 Jan 2020
Phoenix is recruiting for an investment analyst - Please read more below. Read more
04 Dec 2019
Annual Investors' Meeting - Phoenix gives notice of its annual investors' meeting. Read more
18 Jun 2018
Aurora Investment Trust - Intermediaries Offer and Placing - Read more
Investment Approach
