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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 |
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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 |
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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) |
---|---|---|
JPMorgan Japan Smll Cap Grwth & Inm PLC | 12.19m | 9.17m |
Starwood European Real Estate Financ Ltd | 29.46m | 23.01m |
City of London Investment Group PLC | 52.79m | 12.98m |
Invesco Global Equity Income Trust PLC | 18.06m | 15.53m |
Fidelity Japan Trust PLC | 9.27m | 6.75m |
AVI Japan Opportunity Trust PLC | 32.81m | 30.99m |
Aurora Investment Trust plc | 56.99m | 53.37m |
B.P. Marsh & Partners plc | 51.14m | 42.53m |
Foresight VCT Plc | 22.78m | 16.48m |
Oryx International Growth Fund Ltd | 29.00m | 25.23m |
Schroder Income Growth Fund PLC | -5.88m | -9.23m |
GCP Asset Backed Income Fund Ltd | 26.31m | 18.26m |
Pembroke VCT PLC | -2.04m | -7.41m |
INVESCO Asia Trust plc | 9.84m | 5.56m |
Baronsmead Venture Trust PLC | 8.85m | 4.69m |
Schroder UK Mid Cap Fund PLC | 21.55m | 18.07m |
Institutional shareholders
Holder | Shares | % Held |
---|---|---|
Rothschild & Co Wealth Management (UK) Ltd.as of 20 Mar 2024 | 10.38m | 13.60% |
Brewin Dolphin Ltd.as of 29 Feb 2024 | 6.90m | 9.04% |
Phoenix Asset Management Partners Ltd.as of 29 Feb 2024 | 5.56m | 7.28% |
Raymond James Investment Services Ltd.as of 29 Feb 2024 | 4.14m | 5.42% |
Hargreaves Lansdown Asset Management Ltd.as of 31 Mar 2023 | 4.06m | 5.33% |
London Wealth Management Ltd.as of 24 Jun 2024 | 3.87m | 5.07% |
1607 Capital Partners LLCas of 09 Jul 2024 | 3.45m | 4.53% |
Ravenscroft Investment Management Ltd.as of 31 Mar 2023 | 2.64m | 3.46% |
Columbia Threadneedle Asset Managers Ltd.as of 01 Aug 2024 | 2.55m | 3.34% |
Pictet Asset Management Ltd.as of 29 Feb 2024 | 2.48m | 3.25% |