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About the company
Aurora Investment Trust plc is a United Kingdom-based closed-ended investment company. The Company's investment objective is to provide shareholders with long-term returns through capital and income growth. The Company seeks to achieve its investment objective by investing predominantly in a portfolio of United Kingdom listed companies. It may from time to time also invest in companies listed outside the United Kingdom and unlisted securities. The Company may from time to time invest in other United Kingdom listed investment companies, but the Company will not invest more than 10% in aggregate of the gross assets of the Company in other listed closed-ended investment funds. The maximum permitted investment in unlisted securities at cost price is 10% of its gross assets. The Company invests in various sectors, including financial, retail, construction, leisure, technology and entertainment, industrials and insurance. Its investment manager is Phoenix Asset Management Partners Limited.
- Revenue in GBP (TTM)37.47m
- Net income in GBP33.91m
- Incorporated1997
- Employees0.00
- LocationAurora Investment TrustMermaid Hse, 2 Puddle DockLONDON EC4V 3DBUnited KingdomGBR
- Websitehttps://www.aurorainvestmenttrust.com/
Profile
| Management group(s) | Phoenix Asset Management Partners |
|---|---|
| AIC sector | UK All Companies |
| ISIN | GB0000633262 |
| Launch date | 14 Mar 1997 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To provide shareholders with long-term total returns by investing predominantly in a portfolio of UK listed companies.
Managed by
| Gary Channon |
|---|
Management & contract fees
No regular management fees are payable. It will be paid an annual performance fee equal to one third of the outperformance of the Company’s NAV per Ords total return over the FTSE All-Share Index for each financial year.
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Proven Growth and Income VCT PLC | 14.67m | 10.73m | 158.91m | 0.00 | 13.66 | 0.9124 | -- | 10.83 | 0.0366 | 0.0366 | 0.0499 | 0.5475 | 0.0891 | -- | 13.14 | -- | 6.52 | 1.58 | 6.57 | 1.60 | 78.24 | 44.66 | 73.17 | 35.76 | -- | -- | 0.00 | 319.86 | 174.59 | 16.37 | 144.99 | 22.86 | -- | -3.29 |
| Puma VCT 13 PLC | 501.00k | -2.97m | 161.64m | 0.00 | -- | 0.9368 | -- | 322.64 | -0.0419 | -0.0419 | 0.0049 | 1.28 | 0.0038 | -- | 1.23 | -- | -2.23 | 3.81 | -2.24 | 3.88 | -424.95 | 54.72 | -592.22 | 49.16 | -- | -- | 0.00 | -- | -194.75 | -- | -399.45 | -- | -- | -- |
| GCP Asset Backed Income Fund Ltd | 19.91m | 11.98m | 164.94m | 0.00 | 13.68 | 0.682 | -- | 8.28 | 0.0559 | 0.0559 | 0.0943 | 1.12 | 0.0575 | -- | -- | -- | 3.46 | 4.35 | 3.47 | 4.36 | 85.29 | 85.49 | 60.15 | 74.12 | -- | 11.73 | 0.00 | 142.65 | 82.78 | -0.5591 | 137.60 | -3.33 | -- | -0.0879 |
| ProVen VCT plc | 12.41m | 8.28m | 165.95m | 0.00 | 17.88 | 0.9361 | -- | 13.38 | 0.0341 | 0.0341 | 0.0511 | 0.6516 | 0.0748 | -- | 8.28 | -- | 4.99 | 1.10 | 5.02 | 1.11 | 73.53 | 41.65 | 66.75 | 28.35 | -- | -- | 0.00 | 570.22 | 225.52 | -7.79 | 159.87 | -4.36 | -- | -4.07 |
| Oryx International Growth Fund Ltd | 29.00m | 25.23m | 166.60m | 0.00 | 6.60 | 0.7191 | -- | 5.75 | 1.80 | 1.80 | 2.07 | 16.55 | 0.1316 | -- | 791.17 | -- | 11.45 | 10.37 | 11.52 | 10.43 | 90.50 | 89.43 | 87.02 | 85.72 | -- | -- | 0.00 | 0.00 | 389.87 | 22.76 | 294.46 | 25.56 | -- | -- |
| Brown Advisory US Smaller Companies PLC | 6.52m | 4.60m | 168.62m | 0.00 | 37.13 | 0.9718 | 51.71 | 25.85 | 0.3852 | 0.3852 | 0.5474 | 14.71 | 0.0376 | -- | 89.37 | -- | 2.65 | 4.35 | 2.66 | 4.42 | 81.27 | 86.36 | 70.45 | 79.86 | -- | -- | 0.00 | 0.00 | -60.96 | -4.43 | -69.97 | -6.03 | -- | -- |
| Montanaro UK Smllr Cmpns nvstmnt Trst PL | 17.48m | 15.07m | 169.05m | 0.00 | 11.20 | 0.8492 | -- | 9.67 | 0.0902 | 0.0902 | 0.1045 | 1.19 | 0.081 | -- | 52.66 | -- | 6.98 | 2.32 | 7.34 | 2.40 | 89.70 | 73.92 | 86.16 | 68.59 | -- | -- | 0.0913 | 162.40 | 170.20 | -- | 155.33 | -- | -- | -- |
| Augmentum Fintech PLC | 19.28m | 13.80m | 170.72m | 12.00 | 12.59 | 0.5711 | -- | 8.85 | 0.081 | 0.081 | 0.1129 | 1.79 | 0.0643 | -- | 48.21 | 1,606,917.00 | 4.60 | 9.32 | 4.62 | 9.49 | 96.98 | 97.88 | 71.58 | 83.88 | -- | -- | 0.0016 | 0.00 | 87.76 | 9.22 | 182.08 | 6.60 | -- | -- |
| Unicorn AIM VCT plc | -2.30m | -7.10m | 173.30m | 0.00 | -- | 0.8785 | -- | -- | -0.0404 | -0.0404 | -0.0132 | 1.04 | -0.0109 | -- | -- | -- | -3.37 | 2.42 | -3.40 | 2.44 | -- | 59.57 | -- | 53.09 | -- | -- | 0.00 | 320.69 | 94.28 | -- | 89.93 | -- | -- | 0.00 |
| Aurora Investment Trust plc | 37.47m | 33.91m | 175.47m | 0.00 | 5.16 | 0.8536 | -- | 4.68 | 0.4458 | 0.4458 | 0.492 | 2.69 | 0.1986 | -- | 133.10 | -- | 17.97 | 9.72 | 17.98 | 9.75 | 92.91 | 96.37 | 90.50 | 92.42 | -- | 5,662.17 | 0.00 | 16.62 | 252.83 | -- | 250.69 | -- | -- | -2.92 |
| Starwood European Real Estate Financ Ltd | 29.46m | 23.01m | 178.42m | 0.00 | 9.39 | 0.6294 | -- | 6.06 | 0.098 | 0.098 | 0.1242 | 1.46 | 0.0858 | -- | 39.15 | -- | 6.70 | 6.07 | 6.73 | 6.10 | 89.69 | 85.71 | 78.12 | 78.87 | -- | -- | 0.00 | 96.81 | -3.98 | 1.52 | -13.99 | -0.7167 | -- | -3.48 |
| Fair Oaks Income Ltd | 18.93m | 18.00m | 179.95m | 0.00 | 8.99 | 0.9188 | -- | 9.50 | 0.0634 | 0.0634 | 0.0657 | 0.6204 | 0.095 | -- | -- | -- | 9.04 | 4.24 | 9.04 | 4.25 | 97.77 | 97.18 | 95.08 | 93.51 | -- | -- | 0.00 | 314.56 | 8,597.98 | 44.40 | 4,608.44 | 48.93 | -- | -9.42 |
| Mobeus Income & Growth VCT PLC | 10.24m | 7.50m | 180.92m | 0.00 | 11.66 | 0.942 | -- | 17.67 | 0.0455 | 0.0455 | 0.0621 | 0.5627 | 0.1065 | -- | 28.32 | -- | 7.80 | 10.99 | 7.83 | 11.03 | 79.85 | 83.44 | 73.26 | 80.04 | -- | -- | 0.00 | 124.68 | 156.89 | 9.06 | 133.81 | 10.66 | -- | 20.43 |
| Invesco Global Equity Income Trust PLC | 31.25m | 28.04m | 187.59m | 0.00 | 9.98 | 0.9512 | -- | 6.00 | 0.2986 | 0.2986 | 0.3281 | 3.13 | 0.1526 | -- | 19.62 | -- | 13.70 | 6.61 | 14.12 | 7.16 | 94.32 | 92.28 | 89.73 | 86.45 | -- | -- | 0.00 | 43.34 | 983.19 | -- | 8,397.58 | -- | -- | 1.27 |
| Jpmorgan China Growth & Income PLC | -90.82m | -95.92m | 188.04m | 0.00 | -- | 0.9639 | -- | -- | -1.15 | -1.15 | -1.09 | 2.34 | -0.3231 | -- | -- | -- | -34.12 | -0.5936 | -37.98 | -0.6503 | -- | -51.23 | -- | -76.02 | -- | -- | 0.0452 | -- | 77.62 | -- | 74.65 | -- | -- | 31.34 |
| Fidelity Japan Trust PLC | 9.27m | 6.75m | 188.08m | 0.00 | 32.20 | 0.8049 | -- | 20.29 | 0.0497 | 0.0497 | 0.0738 | 1.99 | 0.0378 | -- | 4.12 | -- | 2.75 | 6.37 | 2.78 | 6.42 | 85.27 | 91.39 | 72.87 | 85.59 | -- | -- | 0.00 | 0.00 | 141.27 | -- | 136.44 | -- | -- | -- |
| Holder | Shares | % Held |
|---|---|---|
| Rothschild & Co Wealth Management (UK) Ltd.as of 20 Mar 2024 | 10.38m | 13.60% |
| Brewin Dolphin Ltd.as of 29 Feb 2024 | 6.90m | 9.04% |
| Phoenix Asset Management Partners Ltd.as of 29 Feb 2024 | 5.56m | 7.28% |
| Raymond James Investment Services Ltd.as of 29 Feb 2024 | 4.14m | 5.42% |
| Hargreaves Lansdown Asset Management Ltd.as of 31 Mar 2023 | 4.06m | 5.33% |
| London Wealth Management Ltd.as of 24 Jun 2024 | 3.87m | 5.07% |
| 1607 Capital Partners LLCas of 09 Jul 2024 | 3.45m | 4.53% |
| Ravenscroft Investment Management Ltd.as of 31 Mar 2023 | 2.64m | 3.46% |
| Columbia Threadneedle Asset Managers Ltd.as of 01 Aug 2024 | 2.55m | 3.34% |
| Pictet Asset Management Ltd.as of 29 Feb 2024 | 2.48m | 3.25% |
