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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
- LocationAurora Investment TrustMermaid Hse, 2 Puddle DockLONDON EC4V 3DBUnited KingdomGBR
- Websitehttps://www.aurorainvestmenttrust.com/
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Profile
| Management group(s) | -- |
|---|---|
| AIC sector | UK All Companies |
| ISIN | GB0000633262 |
| Launch date | 14 Mar 1997 |
| Share type | Ordinary Share |
| Structure | -- |
| Base currency | GBP |
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
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPEL Private Equity Ltd | 6.48m | 1.10m | 111.57m | 0.00 | -- | 0.4539 | -- | 17.21 | -0.0002 | -0.0002 | 0.0685 | 2.38 | 0.0256 | -- | 83.45 | -- | 0.4345 | 7.11 | 0.4361 | 7.70 | 61.52 | 89.01 | 16.97 | 76.60 | -- | -- | 0.00 | 0.00 | -130.00 | -- | -154.03 | -- | -- | -- |
| Artemis Alpha Trust PLC | 5.59m | 3.98m | 113.00m | 0.00 | 28.98 | 0.7912 | -- | 20.21 | 0.0985 | 0.0985 | 0.1389 | 3.61 | 0.0376 | -- | 11.49 | -- | 2.67 | 2.16 | 2.76 | 2.36 | 82.63 | 78.39 | 71.19 | 65.81 | -- | -- | 0.00 | 62.08 | -170.63 | -- | -192.40 | -- | -- | 9.34 |
| Proven Growth and Income VCT PLC | -5.30m | -7.94m | 114.52m | 0.00 | -- | 0.8066 | -- | -- | -0.0475 | -0.0475 | -0.033 | 0.6323 | -0.0465 | -- | -- | -- | -6.98 | 4.43 | -7.04 | 4.50 | -- | 62.84 | -- | 56.39 | -- | -- | 0.00 | 211.30 | -22.68 | 4.95 | -23.46 | -1.82 | -- | -12.94 |
| Invesco Enhanced Income Ltd | -7.42m | -8.84m | 114.98m | 0.00 | -- | 1.06 | -- | -- | -0.0504 | -0.0504 | -0.0437 | 0.6212 | -0.0539 | -- | -- | -- | -6.42 | 5.32 | -7.78 | 6.81 | -- | 83.60 | -- | 78.68 | -- | -- | 0.00 | 99.89 | 288.21 | 4.03 | 863.16 | 8.89 | -- | 0.00 |
| Foresight VCT Plc | 8.99m | 5.85m | 118.46m | 0.00 | 17.06 | 0.7449 | -- | 13.18 | 0.0334 | 0.0334 | 0.0514 | 0.7652 | 0.0665 | -- | 19.89 | -- | 4.33 | 4.15 | 4.34 | 4.16 | 71.38 | 70.72 | 65.10 | 62.41 | -- | -- | 0.00 | 167.43 | 9.18 | 12.57 | 8.71 | 10.21 | -- | -33.82 |
| Octopus AIM VCT plc | 3.56m | 992.00k | 119.10m | 0.00 | 109.36 | 0.965 | -- | 33.50 | 0.0082 | 0.0082 | 0.0295 | 0.9326 | 0.0278 | -- | 47.72 | -- | 0.7755 | 1.89 | 0.835 | 1.97 | 45.79 | -- | 27.90 | 47.53 | -- | -- | 0.00 | 274.35 | 134.37 | -- | 107.57 | -- | -- | 0.7436 |
| Aurora Investment Trust plc | 35.49m | 33.58m | 119.79m | 0.00 | 2.95 | 0.6873 | -- | 3.37 | 0.5414 | 0.5414 | 0.5835 | 2.32 | 0.2763 | -- | 80.58 | -- | 26.14 | -- | 26.30 | -- | 96.17 | -- | 94.61 | -- | -- | -- | -- | -- | 405.30 | -- | 377.93 | -- | -- | -- |
| AVI Japan Opportunity Trust PLC | 16.46m | 14.41m | 121.01m | -- | 6.68 | 0.9197 | -- | 7.35 | 0.1543 | 0.1543 | 0.1832 | 1.12 | -- | -- | -- | -- | -- | -- | -- | -- | 93.56 | -- | 87.53 | -- | -- | 610.88 | 0.1112 | -- | -- | -- | -- | -- | -- | -- |
| Hargreave Hale Aim Vct PLC | -14.00m | -17.13m | 121.77m | 0.00 | -- | 1.07 | -- | -- | -0.0848 | -0.0848 | -0.0669 | 0.567 | -0.1075 | -- | -- | -- | -13.15 | 0.5186 | -13.20 | 0.5207 | -- | 42.99 | -- | 19.58 | -- | -- | 0.00 | 1,136.15 | -210.15 | -- | -247.91 | -- | -- | -2.47 |
| Oryx International Growth Fund Limited | 15.39m | 13.01m | 122.41m | 0.00 | 9.41 | 0.8424 | -- | 7.95 | 0.917 | 0.917 | 1.08 | 10.24 | 0.1105 | -- | 68.74 | -- | 9.34 | 10.55 | 9.38 | 10.62 | 89.10 | 90.13 | 84.56 | 84.38 | -- | 186,075.30 | 0.00 | 0.00 | -19.09 | -17.79 | -23.14 | -20.77 | -- | -- |
| Strategic Equity Capital PLC | 36.14m | 33.79m | 122.64m | 0.00 | 3.67 | 0.6773 | -- | 3.39 | 0.5276 | 0.5276 | 0.565 | 2.86 | 0.2163 | -- | 111.02 | -- | 20.23 | 7.48 | 20.29 | 7.57 | 95.11 | 84.32 | 93.52 | 79.97 | -- | -- | 0.00 | 5.44 | -4.01 | -31.66 | -15.14 | -39.71 | -- | 13.97 |
| Jupiter US Smaller Companies PLC | 36.46m | 34.47m | 122.83m | 0.00 | 3.88 | 0.7691 | -- | 3.37 | 2.44 | 2.44 | 2.61 | 12.33 | 0.2228 | -- | 431.43 | -- | 21.06 | 8.94 | 22.43 | 9.12 | 95.70 | 91.87 | 94.56 | 88.62 | -- | -- | 0.00 | 0.00 | -70.77 | -14.64 | -75.86 | -17.37 | -- | -- |
| Octopus Apollo VCT PLC | 10.13m | 4.14m | 126.29m | 0.00 | 26.65 | 0.9024 | -- | 12.47 | 0.0155 | 0.0155 | 0.0383 | 0.4566 | 0.0787 | -- | 4.44 | -- | 3.22 | 2.22 | 3.30 | 2.27 | 60.81 | 61.40 | 40.91 | 35.38 | -- | -- | 0.00 | 644.32 | 211.47 | 10.56 | 450.30 | 10.21 | -- | -12.26 |
| Augmentum Fintech PLC | 11.12m | 8.59m | 127.37m | 278.00 | 12.44 | 0.9713 | -- | 11.45 | 0.0876 | 0.0876 | 0.1118 | 1.12 | 0.0947 | -- | 104.94 | 40,014.39 | 7.31 | -- | 7.49 | -- | 95.15 | -- | 77.19 | -- | -- | -- | 0.00 | -- | -- | -- | -- | -- | -- | -- |
| Blackrock North American Income | -6.46m | -8.61m | 128.30m | 0.00 | -- | 0.9869 | -- | -- | -0.1015 | -0.1015 | -0.0827 | 1.60 | -0.0493 | -- | -- | -- | -6.57 | 10.80 | -6.68 | 11.00 | -- | 93.63 | -- | 87.40 | -- | -- | 0.00 | 34.02 | 31.49 | -3.68 | 36.23 | -3.90 | -- | 14.87 |
| SME Credit Realisation Fund Ltd | 30.18m | 2.34m | 129.01m | 0.00 | 56.48 | 0.469 | -- | 4.27 | 0.0096 | 0.0096 | 0.1144 | 1.15 | 0.0834 | -- | 13.51 | -- | 0.6467 | -- | 0.6538 | -- | 90.10 | -- | 7.75 | -- | -- | 2.21 | 0.1277 | -- | 18.97 | -- | -103.45 | -- | -- | -- |
Data as of Jul 03 2020. Currency figures normalised to Aurora Investment Trust's reporting currency: UK Pound GBX
41.23%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Rothschild & Co Wealth Management (UK) Ltd.as of 24 Jun 2020 | 11.13m | 15.90% |
| Sand Aire Ltd.as of 31 Mar 2020 | 3.68m | 5.25% |
| Brewin Dolphin Ltd.as of 31 Dec 2018 | 3.27m | 4.67% |
| Hargreaves Lansdown Stockbrokers Ltd.as of 02 May 2020 | 2.70m | 3.85% |
| Troy Asset Management Ltd.as of 31 May 2020 | 2.22m | 3.17% |
| Phoenix Asset Management Partners Ltd.as of 18 Jan 2019 | 1.66m | 2.37% |
| Hargreaves Lansdown Asset Management Ltd.as of 02 May 2020 | 1.45m | 2.07% |
| Ruffer LLPas of 02 May 2020 | 1.00m | 1.43% |
| Jupiter Asset Management Ltd.as of 02 May 2020 | 916.00k | 1.31% |
| Magallanes Value Investors SA SGIICas of 31 Mar 2020 | 847.72k | 1.21% |
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Data from 31 Dec 2019 - 01 Jul 2020Source: FactSet Research Systems Inc.
