Phoenix Primer

A Short Introduction to Phoenix

Phoenix Asset Management Partners Limited

Phoenix Primer

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What We Do

Who we are

Our Investment Goals Capital Preservation

To Generate Excellent Long-Term Investment Returns

Phoenix Asset Management Partners Limited

Phoenix Primer

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How We Invest

Competent and honest managements

We stick to what we know

Phoenix Asset Management Partners Limited

Phoenix Primer

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The ride can be bumpy

No leverage

Geography

How We Research

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Phoenix Primer

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What to Expect

From Us

We will treat you how we would like to be treated

We restrict the capital we will manage

Consistency

Why Does The Approach Work And Why Isn't It Replicated More Often?

Patience

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Phoenix Primer

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Independence of thought

Phoenix Asset Management Partners Limited

Phoenix Primer

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Practical Considerations Fees

Other Considerations For Investors

Are you long term?

Do you have the stomach for a big drawdown?

Conclusion

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Phoenix Primer

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Phoenix UK Fund Performance Table

Investment Return

(Gross)

Net Return All Share Index Share Price

A Class

1998 (8 months)

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021 (to 30 September)

Cumulative

Annualised

Phoenix Asset Management Partners Limited

Phoenix Primer

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Phoenix UK Fund Performance Graph Since Inception

Phoenix UK Fund Insider Holdings

Value of £1,000 invested at Launch to 30 September 2021

Phoenix Asset Management Partners Limited

Phoenix Primer

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Contact Details Manager