Investment Trusts

Aurora Investment Trust


Aurora Investment Trust

  • Price (GBX)208.00
  • Today's Change0.00 / 0.00%
  • Shares traded0.00
  • 1 Year change0.48%
  • Beta0.6255
Data delayed at least 20 minutes.
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Profile data is unavailable for this security.

About the company

Aurora Investment Trust plc is a United Kingdom-based investment company. The Company's investment objective is to provide shareholders with long term returns through capital and income growth by investing in a concentrated portfolio of the United Kingdom listed equities. The Company invests in a diversified portfolio, which is made up of investments in securities listed on the London Stock Exchange with some exposure to fixed interest and equity related securities. The Company invests in various sectors, such as agriculture, construction, mining, retail, financial, consumer, pharmaceuticals, fast moving consumer goods, materials, leisure, and oil and gas. Phoenix Asset Management Partners Limited acts as an investment manager for the Company.

  • Revenue in GBP (TTM)-11.27m
  • Net income in GBP-11.66m
  • Incorporated1997
  • Employees0.00
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Management group(s)--
AIC sectorUK Growth
Launch date14 Mar 1997
Share typeOrdinary Share
Base currencyGBP


To provide Shareholders with long-term returns through capital and income growth by investing predominantly in a portfolio of UK listed companies.

Managed by

Gary Channon Start :28 Jan 2016

Management & contract fees

No regular management fees are payable. A performance fee is payable to the Investment Manager only if the benchmark is beaten. The benchmark is FTSE All-Share Index Total Return.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/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)
(YOY change %)
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
(5 yr growth rate)
RM Secured Direct Lending PLC10.26m7.31m125.43m0.0014.741.04--12.230.06890.06890.0970.980.0862--5.61--6.14--6.72--90.45--71.28----10.380.1154--170.47--212.10------
Electra Private Equity Plc-48.00m-89.00m125.57m10.00--0.6424-----2.32-2.32-1.255.11-0.1484-----4,800,000.00-27.5115.18-28.6215.50--83.10--69.01---2.710.0041.26-119.51---129.07------
DP Aircraft I Ltd44.21m16.44m126.27m--7.680.76593.682.860.10190.10190.2741.020.1188--74.83--4.42--4.69------37.18----3.140.5031--0.0384--12.84------
EP Global Opportunities Trust PLC12.00k-1.64m126.34m0.00--0.9392--10,527.96-0.0334-0.03340.00033.240.00009--0.0189---1.176.93-1.176.97-7,666.6791.49-13,641.6785.50----0.0023.60-142.07---154.25----15.29
Invesco Enhanced Income Ltd5.01m3.25m127.21m0.0037.991.04--25.410.01970.01970.03030.71890.0337--13.24--
Augmentum Fintech PLC-100.00bn-100.00bn128.76m278.00--1.00----------1.10----------------------------0.00--------------
Invesco Perpetual Select Trust Plc-2.77m-4.49m131.13m0.00--0.9718-----0.055-0.055-0.03571.77-0.0175-------2.845.84-3.166.54--89.30--83.34----0.084647.78-134.73---171.97----4.48
EJF Investments Ltd16.60m13.37m131.22m--8.430.9329--7.900.210.210.26361.900.1247--18.25--10.05--10.24--89.45--80.53----14.100.1165--12.14--7.15------
Majedie Investments plc4.55m1.32m134.20m3.00102.760.808199.9229.480.02460.02460.08523.130.0238--11.251,517,333.000.68847.970.69238.0257.9184.9928.9175.23----0.109331.33-64.24-19.39-91.09-39.74--0.9347
Aurora Investment Trust plc-11.27m-11.66m135.63m0.00--1.09-----0.2125-0.2125-0.1961.91-0.0972-------10.05---10.20--------------0.00---194.49---201.30------
Hargreave Hale Aim Vct PLC-9.15m-11.97m135.63m0.00--0.941-----0.0595-0.0595-0.05050.7067-0.0657-------8.6010.40-8.6310.44--87.96--82.18----0.0061.30122.8333.38128.1832.64--3.25
Strategic Equity Capital PLC4.64m2.34m138.52m0.0050.830.8242--29.870.0430.0430.0712.650.0267--7.03--1.357.481.367.5762.9484.3250.5279.97----0.005.44-4.01-31.66-15.14-39.71--13.97
NB Distressed Debt Investment Fund Ltd6.49m-28.63m139.76m0.00--0.8167--21.55-0.2228-0.22280.04361.060.0306--1.26---13.51-4.75-13.55-4.9546.4651.89-441.37-150.05--0.05690.00---20.58-11.13-175.17------
Jupiter US Smaller Companies PLC647.00k-1.33m140.85m0.00--1.07--217.70-0.1670-0.16700.04269.810.0039--3.15---0.793410.26-0.863510.37-128.7592.87-206.0389.90----
Blackrock North American Income15.37m13.59m142.65m--9.321.03--9.280.19630.19630.22131.770.125--21.57--11.0511.4811.2311.7194.0393.9388.4187.48----0.0029.84-33.64-7.76-38.18-9.16--21.67
Baronsmead Venture Trust PLC3.69m-601.00k142.78m0.00--0.8872--38.66-0.0023-0.00230.0190.80020.022--12.07---0.35817.62-0.36037.70-0.135477.41-16.2772.70----0.00150.91-10.013.24-15.052.28----
Data as of --. Currency figures normalised to Aurora Investment Trust's reporting currency: UK Pound GBX

Institutional shareholders

44.16%Per cent of shares held by top holders
HolderShares% Held
Rothschild & Co Wealth Management (UK) of 20 Jun 201910.85m16.64%
Brewin Dolphin of 31 Dec 20183.27m5.02%
Sand Aire of 31 Mar 20192.99m4.58%
Hargreaves Lansdown Stockbrokers of 02 Aug 20192.62m4.02%
Troy Asset Management of 30 Sep 20192.22m3.40%
Myddleton Croft of 12 Feb 20192.21m3.39%
Hargreaves Lansdown Asset Management of 02 Aug 20191.31m2.01%
Alliance Trust Savings Ltd. (Private Banking)as of 02 Aug 20191.26m1.93%
Sarasin & Partners LLPas of 30 Sep 20191.15m1.76%
Jupiter Asset Management of 02 Aug 2019916.00k1.41%
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Data from 12 Feb 2019 - 15 Oct 2019Source: FactSet Research Systems Inc.
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