We're long-term value investors, known for the depth of our research.

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Track Record.

Phoenix UK Fund Ltd.
Inception 01/05/1998
to 31/12/2020

Cumul. 1,064.6%  Ann. 11.4%

Cumul. 574.9%  Ann. 8.8%

FTSE All-Share
Total Return
Cumul. 181.8%   Ann. 4.7%

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Phoenix UK Fund Ltd.

NAV estimated

Class A = £6,334.58
Class B = £5,910.39

NAV reconciled

Class A = £6,748.66
Class B = £6,297.33

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How we invest.

We start by identifying great companies.

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What to expect.

Our approach is distinctive, and it may not be right for everyone.

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Our reading room.

Highlights from the thousands of books in our office library in Barnes.

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£1,000 invested with us when we launched in
1998 would be worth £6,748 today.

Examine our performance track record 


An in-depth introduction to Phoenix.

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Investment Trust.

On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.

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Latest News

24 Jan 2020

Phoenix 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