Investment Trusts

Aurora Investment Trust

ARR:LSE

Aurora Investment Trust

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  • Price (GBX)159.50
  • Today's Change2.50 / 1.59%
  • Shares traded29.37k
  • 1 Year change-16.27%
  • Beta1.1600
Data delayed at least 20 minutes, as of Jul 03 2020 15:15 BST.
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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)35.49m
  • Net income in GBP33.58m
  • Incorporated1997
  • Employees0.00
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Profile

Management group(s)--
AIC sectorUK All Companies
ISINGB0000633262
Launch date14 Mar 1997
Share typeOrdinary Share
Structure--
Base currencyGBP

Objective

To provide Shareholders with long-term returns through capital and income growth by investing predominantly in a portfolio of UK listed companies.The Company also permits some investment in companies listed outside the UK and unlisted securities

Managed by

Gary Channon

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)
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)
JPEL Private Equity Ltd6.48m1.10m111.57m0.00--0.4539--17.21-0.0002-0.00020.06852.380.0256--83.45--0.43457.110.43617.7061.5289.0116.9776.60----0.000.00-130.00---154.03------
Artemis Alpha Trust PLC5.59m3.98m113.00m0.0028.980.7912--20.210.09850.09850.13893.610.0376--11.49--2.672.162.762.3682.6378.3971.1965.81----0.0062.08-170.63---192.40----9.34
Proven Growth and Income VCT PLC-5.30m-7.94m114.52m0.00--0.8066-----0.0475-0.0475-0.0330.6323-0.0465-------6.984.43-7.044.50--62.84--56.39----0.00211.30-22.684.95-23.46-1.82---12.94
Invesco Enhanced Income Ltd-7.42m-8.84m114.98m0.00--1.06-----0.0504-0.0504-0.04370.6212-0.0539-------6.425.32-7.786.81--83.60--78.68----0.0099.89288.214.03863.168.89--0.00
Foresight VCT Plc8.99m5.85m118.46m0.0017.060.7449--13.180.03340.03340.05140.76520.0665--19.89--4.334.154.344.1671.3870.7265.1062.41----0.00167.439.1812.578.7110.21---33.82
Octopus AIM VCT plc3.56m992.00k119.10m0.00109.360.965--33.500.00820.00820.02950.93260.0278--47.72--0.77551.890.8351.9745.79--27.9047.53----0.00274.35134.37--107.57----0.7436
Aurora Investment Trust plc35.49m33.58m119.79m0.002.950.6873--3.370.54140.54140.58352.320.2763--80.58--26.14--26.30--96.17--94.61----------405.30--377.93------
AVI Japan Opportunity Trust PLC16.46m14.41m121.01m--6.680.9197--7.350.15430.15430.18321.12----------------93.56--87.53----610.880.1112--------------
Hargreave Hale Aim Vct PLC-14.00m-17.13m121.77m0.00--1.07-----0.0848-0.0848-0.06690.567-0.1075-------13.150.5186-13.200.5207--42.99--19.58----0.001,136.15-210.15---247.91-----2.47
Oryx International Growth Fund Limited15.39m13.01m122.41m0.009.410.8424--7.950.9170.9171.0810.240.1105--68.74--9.3410.559.3810.6289.1090.1384.5684.38--186,075.300.000.00-19.09-17.79-23.14-20.77----
Strategic Equity Capital PLC36.14m33.79m122.64m0.003.670.6773--3.390.52760.52760.5652.860.2163--111.02--20.237.4820.297.5795.1184.3293.5279.97----0.005.44-4.01-31.66-15.14-39.71--13.97
Jupiter US Smaller Companies PLC36.46m34.47m122.83m0.003.880.7691--3.372.442.442.6112.330.2228--431.43--21.068.9422.439.1295.7091.8794.5688.62----0.000.00-70.77-14.64-75.86-17.37----
Octopus Apollo VCT PLC10.13m4.14m126.29m0.0026.650.9024--12.470.01550.01550.03830.45660.0787--4.44--3.222.223.302.2760.8161.4040.9135.38----0.00644.32211.4710.56450.3010.21---12.26
Augmentum Fintech PLC11.12m8.59m127.37m278.0012.440.9713--11.450.08760.08760.11181.120.0947--104.9440,014.397.31--7.49--95.15--77.19------0.00--------------
Blackrock North American Income-6.46m-8.61m128.30m0.00--0.9869-----0.1015-0.1015-0.08271.60-0.0493-------6.5710.80-6.6811.00--93.63--87.40----0.0034.0231.49-3.6836.23-3.90--14.87
SME Credit Realisation Fund Ltd30.18m2.34m129.01m0.0056.480.469--4.270.00960.00960.11441.150.0834--13.51--0.6467--0.6538--90.10--7.75----2.210.1277--18.97---103.45------
Data as of Jul 03 2020. Currency figures normalised to Aurora Investment Trust's reporting currency: UK Pound GBX

Institutional shareholders

41.23%Per cent of shares held by top holders
HolderShares% Held
Rothschild & Co Wealth Management (UK) Ltd.as of 24 Jun 202011.13m15.90%
Sand Aire Ltd.as of 31 Mar 20203.68m5.25%
Brewin Dolphin Ltd.as of 31 Dec 20183.27m4.67%
Hargreaves Lansdown Stockbrokers Ltd.as of 02 May 20202.70m3.85%
Troy Asset Management Ltd.as of 31 May 20202.22m3.17%
Phoenix Asset Management Partners Ltd.as of 18 Jan 20191.66m2.37%
Hargreaves Lansdown Asset Management Ltd.as of 02 May 20201.45m2.07%
Ruffer LLPas of 02 May 20201.00m1.43%
Jupiter Asset Management Ltd.as of 02 May 2020916.00k1.31%
Magallanes Value Investors SA SGIICas of 31 Mar 2020847.72k1.21%
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Data from 31 Dec 2019 - 01 Jul 2020Source: FactSet Research Systems Inc.
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