# Pacific Horizon Investment Trust PLC (PHI)

**Source:** https://fundology.uk/fund/phi · ISIN GB0006667470 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 01/10/2026, PHI (Pacific Horizon Investment Trust PLC, ISIN GB0006667470) closed at £11.30 on the London Stock Exchange. Over the five years to 01/10/2026 its price changed by +31.9% (income paid out is not included), or +4.3% after UK CPIH inflation.

## Summary

Pacific Horizon Investment Trust PLC is an investment trust. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Latest close: **£11.30** (01/10/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | PHI |
| ISIN | GB0006667470 |
| Category | Investment trusts |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 01/10/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +46.37% | +42.39% | price only |
| 3 years | +110.04% | +90.70% | price only |
| 5 years | +31.86% | +4.27% | price only |

Returns: Fundology, from recorded daily closes. Inflation: ONS CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of Pacific Horizon Investment Trust PLC in pounds (price only, income paid out not included): 2022 −32.8%, 2023 −5.5%, 2024 +3.6%, 2025 +32.5%; 2026 to 01/10/2026 +48.9%. Returns of Pacific Horizon Investment Trust PLC in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +54.3%; to 30/09/2025: +23.1%; to 30/09/2024: +9.2%; to 30/09/2023: −7.3%; to 30/09/2022: −31.7%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -32.8% | -38.5% | Price |
| 2023 | -5.5% | -9.2% | Price |
| 2024 | +3.6% | +0.1% | Price |
| 2025 | +32.5% | +27.9% | Price |
| 2026 to 01/10/2026 | +48.9% | +44.7% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 24.02% | -14.66% |
| 3 years | 19.10% | -17.40% |
| 5 years | 21.71% | -45.12% |

## Largest fall

Volatility of Pacific Horizon Investment Trust PLC in pounds, annualised from weekly returns to 01/10/2026: 24.0% over 1 year, 19.1% over 3 years, 21.7% over 5 years. Largest fall in the price of Pacific Horizon Investment Trust PLC since October 2021, in pounds: −45.1% from 12/11/2021 to 27/10/2023. The lowest 12-month return of Pacific Horizon Investment Trust PLC in pounds (price only, income paid out not included) since January 2021 was −42.2% (12 months to 21/10/2022); the highest was +101.7% (12 months to 19/06/2026). On 01/10/2026 the price of Pacific Horizon Investment Trust PLC was 6.9% below its highest weekly close since October 2021 (19/06/2026), in pounds.

## Charges & eligibility

- ISA eligible: yes
- SIPP eligible: yes

## Questions people ask

**What is the ISIN of PHI?**

The ISIN of PHI is GB0006667470. An ISIN identifies one exact share class of a fund; PHI is its ticker on the London Stock Exchange.

**What were PHI’s returns in each of the last five years?**

Calendar-year returns of PHI in pounds (price only, income paid out not included): 2022 −32.8%, 2023 −5.5%, 2024 +3.6%, 2025 +32.5%; 2026 to 01/10/2026 +48.9%. Past performance is not a guide to future returns.

**How has PHI done after inflation?**

Over the five years to 01/10/2026 PHI’s price changed by +31.9% (income paid out is not included), or +4.3% after UK CPIH inflation. Past performance is not a guide to future returns.

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.