Phoenix Growth Fund

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Comments31

Companies20

Positions opened2

Positions exited1

Last published30 Apr 2026

Companies discussed, last 12 months

15 companies, monthly, latest action on the right

NovJanMarMayJulSepLatest

PE1Pengana Private Equity TrustHeld EUREuropean LithiumHeld OD6OD6 MetalsIncreased LINLindian ResourcesHeld BNZBenz Mining CorpReduced

10 more companiesEvery company Phoenix Growth Fund has discussed in the past year.

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Commentary

DateManagerCompanyActionSummary

30 Apr 2026Phoenix Growth Fund PE1HeldPhoenix Growth Fund continues to hold Pengana Private Equity Trust and notes that the trust reported a 30 April NAV of $1.62, with SpaceX flagged as the largest underlying exposure at almost 14 per cent. With the trust trading around A$1.86 it is now well into premium territory. The fund discloses it invested in SpaceX at a US$1.25 trillion valuation and notes that Nasdaq has changed its rules to effectively fast-track SpaceX for index inclusion, which is expected to drive strong demand from index funds despite the low free float.

Monthly Report, price recorded $1.69

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30 Apr 2026Phoenix Growth Fund EURHeldPhoenix Growth Fund continues to hold European Lithium, having initially invested due to the company's strong cash backing. In April, EUR and Critical Metals Corp. announced plans to merge, with EUR shareholders to receive 0.035 CRML shares for each share held. The fund notes that EUR's main assets include a 34 per cent stake in Critical Metals, a 7.5 per cent interest in the Tanbreez rare earth project in Greenland and approximately A$306 million in cash. A binding agreement was subsequently signed on 18 May 2026, with completion expected in the second half of 2026.

Critical Minerals Rare EarthsMonthly Report, price recorded $0.40

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29 more commentsEvery comment this manager has published, with sources.

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About Phoenix Growth Fund

Growth Focused, Not Specified

Phoenix Growth Fund is an investment vehicle whose name reflects a common theme among growth-oriented and turnaround-focused funds: the idea of value or growth emerging from previously overlooked or undervalued situations. Funds using this name typically target companies with strong growth potential, whether through structural tailwinds, management change, or business transformation, applying fundamental research to identify opportunities ahead of broader market recognition. Detailed, independently verifiable public information about this specific fund's founders, precise strategy and track record is limited in public sources, consistent with many smaller, boutique-managed investment vehicles.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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