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Phoenix UK A

Ranked 230 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to achieve excellent long term investment returns mainly from UK equities. The Investment Strategy is to apply a rational value based approach to capital allocation. In the first 6.5 years of its operation this approach has been applied to fully listed UK equities only.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2018 - 30/04/2019
  • Rank 230/255 Total Return
  • Rank 184/255 Standard Deviation
  • Rank 208/255 Max Drawdown
Fund Name Currency Risk
182 Premier UK Growth C Inc GBP

13.8

183 Franklin UK Managers Focus A Acc GBP

13.9

184 Phoenix UK A GBP

14.0

184 Jupiter UK Alpha Acc GBP

14.0

186 Ardevora UK Equity B GBP

14.0

Fund Name Currency Loss
206 Janus Henderson UK Alpha A Acc GBP

-17.1%

207 BGF United Kingdom A2 GBP GBP

-17.4%

208 Phoenix UK A GBP

-17.4%

208 Pentaris QIAIF plc - Phoenix UK F GBP GBP

-17.4%

210 Waverton UK A GBP GBP

-17.5%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -14.7% -3.9% 6.9% -0.8% -16.3%
2017 16.3% 5.1% 3.2% 5.4% 1.7%
2016 7.6% -1.7% -10.4% 10.2% 10.9%
2015 14.7% 7.2% 7.8% 2.0% -2.6%
2014 0.1% 0.7% -4.5% -4.6% 9.1%
2013 31.3% 12.9% 5.6% 4.9% 5.1%
2012 42.2% 21.3% -2.7% 11.3% 8.2%
2011 1.9% 4.2% 6.3% -14.9% 8.1%
2010 0.0% 7.2% -14.6% 13.7% -4.0%
2009 59.7% 2.8% 33.4% 33.1% -12.5%
2008 -40.2% -4.3% -23.3% -0.6% -18.0%
2007 2.3% 12.2% -2.6% -5.2% -1.3%
2006 8.3% 2.4% -1.1% 10.0% -2.7%
2005 0.3% 3.9% 1.6% -6.2% 1.3%
2004 11.2% 11.4% -0.7% -8.4% 9.7%
2003 49.8% -18.5% 43.9% 12.3% 13.7%
2002 -20.1% 9.8% -9.8% -20.6% 1.6%
2001 26.0% 6.1% 8.4% -13.5% 26.6%
2000 23.0% -12.7% 16.8% 3.3% 16.7%
1999 -4.6% -0.3% 5.6% -5.5% -4.1%
1998 -0.5% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/05/1998
  • Base currencyGBP
  • ISIN BSP7885R1081

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).