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Warren Buffett
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UK Investor Magazine - Even if you don't buy the Aurora Investment Trust, you can certainly learn from their investment process Read more
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Phoenix UK Fund Ltd
Estimated 06/11/2024
Class A: £9,059.70
Class B: £8,108.46
Class E: £1,237.48
Class F: £1,533.15
Class G: £1,075.42
Reconciled 30/09/2024
Class A: £9,464.68
Class B: £8,470.91
Class E: £1,292.16
Class F: £1,602.21
Class G: £1,123.49
Aurora Investment Trust plc
Reconciled 05/11/2024
Share Price: £2.38
NAV Price: £2.68
Huginn Fund
Estimated 06/11/2024
Class A (F): £2,042.30
Class B (F): £1,984.36
Class D (F): £2,115.36
Class B: £1,530.22
Class D: £1,302.81
Class E: £1,406.36
Reconciled 30/09/2024
Class A (F): £2,027.40
Class B (F): £1,969.88
Class D (F): £2,104.95
Class B: £1,506.21
Class D: £1,297.51
Class E: £1,400.64
Castelnau Group
06/11/2024
Share Price:£0.95
Reconciled 30/09/2024
NAV Price: £0.99
Long Term Track Record
Phoenix UK Fund Ltd.
Inception 01/05/1998
to 30/09/2024
Gross
Cumul. 1,638.2% Ann. 11.4%
Net
Cumul. 846.5% Ann. 8.9%
FTSE All-Share
Total Return
Cumul. 294.1% Ann. 5.3%
£1,000 invested with us when we launched the Phoenix UK Fund in 1998 would be worth £9,465 today.
Aurora
Investment Trust.
On 28 January 2016, Phoenix began managing the portfolio of the Aurora Investment Trust.
Read moreInvestment Approach
