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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)56.99m
- Net income in GBP53.37m
- Incorporated1997
- Employees0.00
- LocationAurora Investment TrustMermaid Hse, 2 Puddle DockLONDON EC4V 3DBUnited KingdomGBR
- Websitehttps://www.aurorainvestmenttrust.com/
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 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
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Symphony International Holdings Ltd | 9.83m | -81.85m |
| Invesco Select Trust PLC | 18.06m | 15.53m |
| Unicorn AIM VCT plc | -5.67m | -10.59m |
| Augmentum Fintech PLC | 12.39m | 6.83m |
| Digital 9 Infrastructure PLC | 70.72m | 7.33m |
| Jpmorgan China Growth & Income PLC | -36.89m | -43.13m |
| Aurora Investment Trust plc | 56.99m | 53.37m |
| Schroder Income Growth Fund PLC | 10.98m | 8.00m |
| Schroder UK Mid Cap Fund PLC | 36.18m | 33.17m |
| Odyssean Investment Trust PLC | 8.37m | 5.71m |
| Ecofin Glbl Utlits and Infrstrc Trst PLC | -14.42m | -20.26m |
| Fair Oaks Income Ltd | 25.70m | 24.81m |
| TwentyFour Select Monthly Income Fnd Ltd | 29.13m | 26.94m |
| Baronsmead Venture Trust PLC | -942.00k | -5.14m |
| Aberforth Split Level Income Trust PLC | 17.30m | 13.16m |
| INVESCO Asia Trust plc | 26.00m | 21.45m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Rothschild & Co Wealth Management (UK) Ltd.as of 20 Mar 2024 | 10.38m | 13.61% |
| Brewin Dolphin Ltd.as of 31 Mar 2023 | 5.95m | 7.80% |
| Phoenix Asset Management Partners Ltd.as of 31 Mar 2023 | 5.42m | 7.11% |
| Hargreaves Lansdown Asset Management Ltd.as of 31 Mar 2023 | 4.06m | 5.33% |
| Raymond James Investment Services Ltd.as of 31 Mar 2023 | 3.75m | 4.92% |
| Rothschild & Co. Bank AGas of 08 Feb 2024 | 3.31m | 4.34% |
| Ravenscroft Investment Management Ltd.as of 31 Mar 2023 | 2.64m | 3.46% |
| Pictet Asset Management Ltd.as of 31 Mar 2023 | 2.25m | 2.95% |
| Canaccord Genuity Wealth Ltd.as of 31 Mar 2023 | 2.17m | 2.85% |
| Bank Pictet & Cie (Europe) AG (Luxembourg)as of 08 Feb 2024 | 1.72m | 2.26% |
