Investment Trusts

Aurora Investment Trust

ARR:LSE

Aurora Investment Trust

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  • Price (GBX)236.00
  • Today's Change1.00 / 0.43%
  • Shares traded20.64k
  • 1 Year change19.80%
  • Beta0.7017
Data delayed at least 20 minutes, as of Jan 17 2020 16:13 GMT.
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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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Profile

Management group(s)--
AIC sectorUK Growth
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.

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)
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)
Hargreave Hale Aim Vct PLC-19.17m-22.18m134.95m0.00--0.9419-----0.1207-0.1207-0.09550.706-0.1277-------14.780.5186-14.840.5207--42.99--19.58----0.001,136.15-210.15---247.91-----2.47
AVI Japan Opportunity Trust PLC-100.00bn-100.00bn135.00m----1.16----------1.02----------------------------0.1016--------------
Electra Private Equity Plc33.00m32.00m135.96m10.004.260.6475--4.120.83590.83590.8625.500.1185--66.00--11.4916.1111.5516.48100.0084.4296.9770.61--------168.75-33.51164.00-27.70----
Amati AIM VCT PLC-8.79m-11.46m136.05m0.00--0.9354-----0.141-0.141-0.10121.54-0.0618-------8.063.33-8.213.36--68.76--57.78----0.00187.76-172.02---189.07----2.13
Invesco Perpetual Select Trust Plc-2.77m-4.49m137.65m0.00--1.07-----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
Artemis Alpha Trust PLC5.59m3.98m138.32m0.0035.320.9644--24.740.09850.09850.13893.610.0376--11.49--2.672.162.762.3682.6378.3971.1965.81----0.0062.08-170.63---192.40----9.34
JPEL Private Equity Ltd-12.32m-17.38m151.91m0.00--0.5174-----0.1574-0.1574-0.10992.52-0.046-------6.487.11-6.537.70--89.01--76.60---2,696.880.000.00-130.00---154.03------
Ecofin Global Utlts Infrstrctr Trst PLC38.37m35.06m152.05m--4.340.9415--3.960.38160.38160.41761.760.2312--42.68--21.13--23.86--95.43--91.38------0.1021--300.39--471.75------
Jupiter US Smaller Companies PLC8.18m6.27m156.39m0.0025.191.02--19.110.46650.46650.564111.530.0474--67.07--3.638.943.869.1281.7191.8776.6388.62----0.000.00-70.77-14.64-75.86-17.37----
Aurora Investment Trust plc-11.27m-11.66m156.97m0.00--1.24-----0.2125-0.2125-0.1961.91-0.0972-------10.05---10.20--------------0.00---194.49---201.30------
Strategic Equity Capital PLC4.64m2.34m156.98m0.0057.690.9354--33.850.0430.0430.0712.650.0267--7.03--1.357.481.367.5762.9484.3250.5279.97----0.005.44-4.01-31.66-15.14-39.71--13.97
Blackrock North American Income15.37m13.59m157.87m--9.961.10--10.270.19630.19630.22131.770.125--21.57--11.0511.4811.2311.7194.0393.9388.4187.48----0.0029.84-33.64-7.76-38.18-9.16--21.67
Doric Nimrod Air Three Ltd76.49m21.23m158.40m0.007.460.99693.612.070.09650.09650.34770.72220.1525--1,912,271.00--4.231.574.831.7599.1099.0927.7512.44--1.700.5452204.840.502021.59-84.962.77----
Baronsmead Venture Trust PLC-13.52m-17.05m163.46m0.00--1.02-----0.0867-0.0867-0.0680.7505-0.082-------10.343.08-10.443.11--61.55--53.64----0.00343.92-184.32---247.53-----22.48
Rights and Issues Investment Trust PLC-17.84m-18.71m173.43m0.00--1.09-----2.36-2.36-2.2021.18-0.0968-------10.1610.09-10.1610.10------95.76----0.0017.19-151.84---155.58-----4.67
Invesco Income Growth Trust plc8.29m6.93m174.48m0.0025.190.9119--21.040.11830.11830.14173.270.043------3.594.593.624.8588.0488.4683.5284.90----0.015271.84303.74-12.90242.01-13.82--3.06
Data as of Jan 17 2020. Currency figures normalised to Aurora Investment Trust's reporting currency: UK Pound GBX

Institutional shareholders

44.69%Per cent of shares held by top holders
HolderShares% Held
Rothschild & Co Wealth Management (UK) Ltd.as of 20 Jun 201910.85m16.64%
Brewin Dolphin Ltd.as of 31 Dec 20183.27m5.02%
Sand Aire Ltd.as of 30 Sep 20192.99m4.58%
Hargreaves Lansdown Stockbrokers Ltd.as of 02 Nov 20192.55m3.90%
Troy Asset Management Ltd.as of 30 Nov 20192.22m3.40%
Myddleton Croft Ltd.as of 12 Feb 20192.21m3.39%
Phoenix Asset Management Partners Ltd.as of 18 Jan 20191.66m2.54%
Hargreaves Lansdown Asset Management Ltd.as of 02 Nov 20191.34m2.05%
Sarasin & Partners LLPas of 30 Sep 20191.15m1.76%
Jupiter Asset Management Ltd.as of 02 Nov 2019916.00k1.41%
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Data from 30 Jun 2018 - 08 Jan 2020Source: FactSet Research Systems Inc.
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