Investment Trusts

Aurora Investment Trust

ARR:LSE

Aurora Investment Trust

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  • Price (GBX)245.00
  • Today's Change2.00 / 0.82%
  • Shares traded29.69k
  • 1 Year change+16.67%
  • Beta1.6999
Data delayed at least 20 minutes, as of Mar 28 2024 16:35 BST.
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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)13.82m
  • Net income in GBP15.91m
  • Incorporated1997
  • Employees0.00
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Profile

Management group(s)Phoenix Asset Management Partners
AIC sectorUK All Companies
ISINGB0000633262
Launch date14 Mar 1997
Share typeOrdinary Share
StructureInvestment Trust
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.

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
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)
JPMorgan Japan Smll Cap Grwth & Inm PLC7.67m4.58m172.27m0.0037.720.906337.6122.470.0840.0840.14073.500.0363--4.43--2.17-1.432.38-1.5071.44--59.74------0.00--85.80--82.08------
Jpmorgan China Growth & Income PLC-36.89m-43.13m173.06m0.00--0.7532-----0.5184-0.5184-0.44332.76-0.1213-------14.18-0.5936-15.80-0.6503---51.23---76.02----0.1216--77.62--74.65----31.34
Unicorn AIM VCT plc-5.67m-10.59m176.26m0.00--0.7467-----0.0638-0.0638-0.03341.23-0.026-------4.852.42-4.892.44--59.57--53.09----0.00320.6994.28--89.93----0.00
Invesco Select Trust PLC18.06m15.53m180.42m0.0010.080.756--9.990.15630.15630.18152.080.083--12.44--7.133.507.673.8690.8687.8885.9979.01----0.059879.25-82.92-18.38-97.76-44.44--1.79
Digital 9 Infrastructure PLC70.72m7.33m181.69m19.0021.300.2097--2.570.00990.00990.08251.000.082--161.09--0.84975.200.85265.65----10.3649.00--1.140.0065.32110.8453.36140.33------
Schroder Income Growth Fund PLC10.98m8.00m182.69m0.0022.830.8958--16.640.11520.11520.1582.940.0468--4.15--3.412.513.912.8477.9378.1272.9072.47----0.1279156.27379.430.2478235.12-1.30--3.18
Aurora Investment Trust plc13.82m15.91m185.29m0.0011.601.08--13.410.20940.20940.1812.260.0831--51.75--9.561.989.571.99121.4698.21115.1581.10--533.670.0089.54-215.30---215.26----1.55
Ecofin Glbl Utlits and Infrstrc Trst PLC-14.42m-20.26m186.64m0.00--0.8908-----0.1727-0.1727-0.1261.84-0.0582-------8.176.23-9.117.10--83.22--76.44----0.086254.24-162.99---209.60----9.91
Odyssean Investment Trust PLC8.37m5.71m188.25m0.0028.550.9922--22.480.05430.05430.07481.560.0491--30.06--3.35--3.37--72.11--68.15------0.00---105.90---118.46------
Fair Oaks Income Ltd29.13m28.35m188.96m0.006.400.876--6.490.08910.08910.08480.65070.1345--82.29--13.092.2413.382.2498.6695.5097.3290.00----0.00578.15-99.43-62.67-101.07-----20.12
STS Global Income & Growth Trust PLC6.24m3.14m192.51m0.0068.760.9951--30.840.03190.03190.06352.200.0268--2.67--1.357.441.467.7368.8691.9950.2885.12----0.071338.07-103.23---112.86----0.3257
Schroder UK Mid Cap Fund PLC36.18m33.17m192.96m0.005.820.9024--5.330.95930.95931.056.180.1612--21.48--14.781.6716.541.7493.3670.0691.6962.04----0.0855139.52145.5929.15140.5033.15--5.08
Baronsmead Venture Trust PLC-942.00k-5.14m195.43m0.00--0.947-----0.0152-0.0152-0.00280.5544-0.0048-------2.63-1.55-2.65-1.57---139.89---178.67----0.00--97.63--88.36------
Ecora Resources PLC48.98m670.20k195.80m14.00267.270.513429.764.000.00280.00280.19081.480.0941--3.97--0.12885.870.13936.1897.8492.281.3736.18--1.100.146---56.370.1443-99.11-53.36539.70--
TwentyFour Select Monthly Income Fnd Ltd29.13m26.94m199.97m0.007.191.09--6.870.11430.11430.12350.75450.1715--40.26--15.873.9016.183.9994.8983.3892.4977.22----0.00196.16187.2833.58176.0040.33--5.84
Aberforth Split Level Income Trust PLC17.30m13.16m200.10m0.0010.740.9108--11.570.06920.06920.09090.81580.0817--34.43--6.21-1.207.23-1.2091.132.9276.09-147.10--7.370.00--166.382.71146.705.43--4.56
Data as of Mar 28 2024. Currency figures normalised to Aurora Investment Trust's reporting currency: UK Pound GBX

Institutional shareholders

54.63%Per cent of shares held by top holders
HolderShares% Held
Rothschild & Co Wealth Management (UK) Ltd.as of 20 Mar 202410.38m13.61%
Brewin Dolphin Ltd.as of 31 Mar 20235.95m7.80%
Phoenix Asset Management Partners Ltd.as of 31 Mar 20235.42m7.11%
Hargreaves Lansdown Asset Management Ltd.as of 31 Mar 20234.06m5.33%
Raymond James Investment Services Ltd.as of 31 Mar 20233.75m4.92%
Rothschild & Co. Bank AGas of 02 Feb 20243.31m4.34%
Ravenscroft Investment Management Ltd.as of 31 Mar 20232.64m3.46%
Pictet Asset Management Ltd.as of 31 Mar 20232.25m2.95%
Canaccord Genuity Wealth Ltd.as of 31 Mar 20232.17m2.85%
Bank Pictet & Cie (Europe) AG (Luxembourg)as of 02 Feb 20241.72m2.26%
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Data from 30 Nov 2023 - 21 Mar 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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