Phoenix Asset Management Partners Limited
Phoenix Primer
2
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
3
How We Invest
Competent and honest managements
We stick to what we know
Phoenix Asset Management Partners Limited
Phoenix Primer
4
The ride can be bumpy
No leverage
Geography
How We Research
Phoenix Asset Management Partners Limited
Phoenix Primer
5
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
Phoenix Asset Management Partners Limited
Phoenix Primer
7
Practical Considerations Fees
Other Considerations For Investors
Are you long term?
Do you have the stomach for a big drawdown?
Conclusion
Phoenix Asset Management Partners Limited
Phoenix Primer
8
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
9
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
10
Contact Details Manager