Profile data is unavailable for this security.
About the company
Aurora UK Alpha plc is a closed-end fund that invests in the United Kingdom (UK) listed equities and trades daily on the London Stock Exchange. The investment objective is to provide shareholders with long-term total returns. The main objective is capital appreciation through investments in the UK companies primarily listed on the London Stock Exchange. It holds a portfolio of between 15 and 20 core holdings, maximizing the benefits of focusing on the risk-adjusted investments. It may use derivatives and similar financial instruments for the purpose of capital preservation. The investment manager is Phoenix Asset Management Partners Limited.
- Revenue in GBP (TTM)-9.88m
- Net income in GBP-10.71m
- Incorporated1997
- Employees0.00
- LocationAurora UK Alpha plcc/o Frostrow Capital LLP25 Southampton BuildingsLONDON WC2A 1ALUnited KingdomGBR
- Websitehttps://www.auroraukalpha.com/
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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.
Mergers & acquisitions
| Acquired company | ARR:LSE since announced | Transaction value |
|---|---|---|
| Artemis Alpha Trust PLC | -2.69% | -- |
Data delayed at least 20 minutes, as of Jul 02 2025 16:35 BST.
Peer analysis
Key Information
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| British Smaller Companies VCT plc | 12.08m | 6.77m | 265.86m | 0.00 | 34.11 | 0.931 | -- | 22.00 | 0.022 | 0.022 | 0.0395 | 0.8055 | 0.0506 | -- | -- | -- | 2.84 | 9.65 | 2.84 | 9.67 | 68.78 | 85.12 | 56.02 | 81.53 | -- | -- | 0.00 | 75.70 | -17.03 | -- | -36.25 | -- | -- | 0.00 |
| Brooks Macdonald Group plc | 116.52m | 19.06m | 273.58m | 485.00 | 14.80 | 1.80 | 9.22 | 2.35 | 1.15 | 1.18 | 7.04 | 9.48 | 0.6177 | -- | 4.23 | 240,237.10 | 10.11 | 8.25 | 11.82 | 9.90 | -- | -- | 16.36 | 12.33 | -- | -- | 0.019 | 72.51 | 3.62 | 3.96 | -64.42 | 1.98 | 1.60 | 8.87 |
| Montanaro European Smllr Cmpns Trst PLC | 56.00k | -4.24m | 276.08m | 0.00 | -- | 1.14 | -- | 4,929.96 | -0.0224 | -0.0224 | 0.0003 | 1.54 | 0.0002 | -- | 0.0452 | -- | -1.33 | 7.50 | -1.36 | 7.67 | -5,250.00 | 89.52 | -7,566.07 | 85.52 | -- | -- | 0.0669 | 8.33 | -99.70 | -- | -128.96 | -- | -- | 6.38 |
| STS Global Income & Growth Trust PLC | 33.61m | 30.10m | 287.83m | 0.00 | 10.18 | 0.9914 | -- | 8.56 | 0.2366 | 0.2366 | 0.2614 | 2.43 | 0.0958 | -- | 1.10 | -- | 8.58 | 8.73 | 9.89 | 9.52 | 93.67 | 93.53 | 89.56 | 88.67 | -- | -- | 0.0489 | 29.72 | 146.01 | -- | 189.98 | -- | -- | 5.48 |
| VH Global Energy Infrastructure PLC | -31.24m | -37.79m | 288.94m | 0.00 | -- | 0.7073 | -- | -- | -0.0934 | -0.0934 | -0.0771 | 1.03 | -0.07 | -- | -- | -- | -8.46 | -- | -8.47 | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | -150.51 | -- | -168.28 | -- | -- | -- |
| Real Estate Credit Investments Ltd | 34.20m | 22.82m | 290.42m | 0.00 | 12.80 | 0.9131 | -- | 8.49 | 0.1023 | 0.1023 | 0.1534 | 1.43 | 0.0919 | -- | 9.30 | -- | 6.13 | 6.16 | 7.08 | 7.55 | 47.80 | -- | 66.72 | 73.05 | -- | 9.57 | 0.182 | 107.22 | 9.05 | -- | 4.40 | -- | -- | 0.00 |
| RTW Biotech Opportunities Ltd | 5.96m | 24.86m | 290.53m | 0.00 | 11.88 | 0.6421 | -- | 48.76 | 0.1018 | 0.1018 | 0.0244 | 1.88 | 0.0136 | -- | 0.1818 | -- | 5.67 | 7.93 | 6.34 | 8.60 | -92.72 | -181.95 | 417.35 | 1,135.92 | -- | -- | 0.1307 | 0.00 | 96.37 | 151.78 | -58.91 | -2.46 | -- | -- |
| Sherborne Investors (Guernsey) C Ltd | -128.18m | -128.90m | 292.04m | 0.00 | -- | 0.6815 | -- | -- | -0.1841 | -0.1841 | -0.1831 | 0.6148 | -0.2572 | -- | -- | -- | -25.86 | -3.81 | -25.87 | -3.81 | -- | -- | -- | -- | -- | -- | 0.00 | -- | -373.55 | -- | -393.49 | -- | -- | -- |
| Aurora UK Alpha PLC | -9.88m | -10.71m | 293.35m | 0.00 | -- | 1.01 | -- | -- | -0.1294 | -0.1294 | -0.124 | 2.56 | -0.0392 | -- | -- | -- | -4.25 | 3.78 | -4.27 | 3.79 | -- | 96.06 | -- | 86.78 | -- | -- | 0.00 | 34.40 | -117.33 | -- | -120.07 | -- | -- | -- |
| BlackRock Frontiers Investment Trust PLC | 18.02m | 11.95m | 295.95m | 0.00 | 24.77 | 1.03 | -- | 16.43 | 0.0631 | 0.0631 | 0.0952 | 1.52 | 0.0591 | -- | 4.45 | -- | 3.92 | 9.31 | 4.14 | 9.72 | 75.37 | 82.67 | 66.34 | 78.35 | -- | 249.00 | 0.00005 | 45.54 | -22.58 | 89.24 | -21.79 | -- | -- | 4.16 |
| Schroder Japan Trust PLC | 47.66m | 43.27m | 299.35m | 0.00 | 7.04 | 0.8736 | -- | 6.28 | 0.3677 | 0.3677 | 0.4063 | 2.96 | 0.1332 | -- | 23.78 | -- | 12.09 | 7.67 | 12.99 | 7.94 | 94.28 | 91.83 | 90.79 | 86.75 | -- | -- | 0.00 | 29.02 | 85.56 | -- | 94.66 | -- | -- | 18.13 |
| Mid Wynd International Invest Trust PLC | 31.06m | 28.17m | 301.45m | 0.00 | 13.83 | 0.9185 | -- | 9.71 | 0.5395 | 0.5395 | 0.6196 | 8.12 | 0.0785 | -- | 54.11 | -- | 7.12 | 7.31 | 7.13 | 7.48 | 95.29 | 93.38 | 90.69 | 89.76 | -- | -- | 0.00 | 15.64 | 92.53 | 14.57 | 116.56 | 14.92 | -- | -- |
| Hansa Investment Company Ltd | 94.05m | 89.20m | 305.20m | 0.00 | 3.48 | 0.6666 | -- | 3.25 | 0.7436 | 0.7436 | 0.7839 | 3.89 | 0.2218 | -- | 18.15 | -- | 21.04 | 7.82 | 21.06 | 7.86 | 96.65 | 91.79 | 94.85 | 87.61 | -- | -- | 0.00 | 13.64 | 1,346.57 | 33.62 | 858.25 | 38.27 | -- | -27.52 |
| Manchester & London Investment Trust plc | 94.89m | 88.42m | 306.30m | 0.00 | 3.58 | 0.8961 | -- | 3.23 | 2.20 | 2.20 | 2.36 | 8.79 | 0.2989 | -- | 594.93 | -- | 27.85 | 10.92 | 28.40 | 11.58 | 93.95 | 67.35 | 93.18 | 268.26 | -- | -- | 0.00 | 24.51 | -15.97 | 2.88 | 321.37 | 50.10 | -- | 0.00 |
| Henderson High Income Trust plc | 31.98m | 25.98m | 309.83m | 0.00 | 11.95 | 1.03 | -- | 9.69 | 0.1519 | 0.1519 | 0.1877 | 1.76 | 0.0991 | -- | 14.49 | -- | 8.05 | 3.27 | 9.19 | 3.73 | 83.50 | 74.21 | 81.23 | 69.49 | -- | -- | 0.0615 | 146.80 | 22.92 | -10.68 | 21.27 | -13.23 | -- | 1.58 |
| CQS New City High Yield Fund Ltd | 36.75m | 30.81m | 318.73m | 0.00 | 9.18 | 1.06 | -- | 8.67 | 0.0562 | 0.0562 | 0.0664 | 0.4882 | 0.1211 | -- | 8.28 | -- | 10.16 | 5.72 | 11.52 | 6.65 | 86.57 | 83.34 | 83.84 | 78.22 | -- | -- | 0.1104 | 100.26 | 516.01 | 35.05 | 1,258.87 | 41.82 | -- | 0.2237 |
Data as of Jul 02 2025. Currency figures normalised to Aurora UK Alpha plc's reporting currency: UK Pound GBX
42.85%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Rothschild & Co Wealth Management (UK) Ltd.as of 02 Dec 2024 | 10.38m | 9.06% |
| Brewin Dolphin Ltd.as of 29 Feb 2024 | 6.90m | 6.02% |
| 1607 Capital Partners LLCas of 18 Dec 2024 | 6.78m | 5.92% |
| Phoenix Asset Management Partners Ltd.as of 01 May 2025 | 5.68m | 4.96% |
| Raymond James Investment Services Ltd.as of 29 Feb 2024 | 4.14m | 3.61% |
| Hargreaves Lansdown Asset Management Ltd.as of 31 Mar 2023 | 4.06m | 3.55% |
| London Wealth Management Ltd.as of 24 Jun 2024 | 3.87m | 3.37% |
| Ravenscroft Investment Management Ltd.as of 31 Mar 2023 | 2.64m | 2.30% |
| Pictet Asset Management Ltd.as of 29 Feb 2024 | 2.48m | 2.16% |
| Canaccord Genuity Wealth Ltd.as of 31 Mar 2023 | 2.17m | 1.90% |
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Data from 24 Jun 2024 - 02 Jun 2025Source: FactSet Research Systems Inc.
