Aurora Investment Trust

Name
Aurora Investment Trust
Manager
Phoenix Asset Management Partners
Type
Closed Ended Investment Company
ISIN
GB0000633262
Sector
UK All Companies
Launched
14/03/1997
OCF
0.74 %
Risk Rating
4
3 Year Sharpe
0.89
3 Year Alpha
5.29
Yield
1.5 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 102.75 million
NAV
183
Gearing
100
Discount Premium
3
We seek to achieve long-term returns by investing in UK-listed equities using a value-based philosophy inspired by the teachings of Warren Buffett, Charlie Munger, Benjamin Graham and Phillip Fisher. Our approach, combined with thorough research, invests in high quality businesses run by honest and competent management purchased at prices that, even with low expectations, will deliver excellent returns.
Holding %
GlaxoSmithKline PLC 10.01 %
Sports Direct International PLC 9.61 %
Tesco PLC 9.20 %
Lloyds Banking Group PLC 8.52 %
Bellway PLC 7.90 %
Randall & Quilter Investment Holdings Ltd 7.77 %
Dignity PLC 7.00 %
Phoenix Sg Limited (Stanley Gibbons) 6.68 %
Vesuvius PLC 5.60 %
Morrison (Wm) Supermarkets PLC 5.35 %
Region %
United Kingdom 100.00 %
Sector %
Consumer Cyclical 42.21 %
Financial Services 18.21 %
Consumer Defensive 16.26 %
Healthcare 11.18 %
Basic materials 6.26 %
Industrials 5.88 %
Name
Phoenix Asset Management Partners
Address
London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Gary Channon
Joined 01/28/2016

Data provided by Morningstar.

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