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
0.63
3 Year Alpha
0.70
Yield
1.4 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 126.88 million
NAV
209
Gearing
97
Discount Premium
2
The 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 UK listed companies. The company may from time to time also invest in companies listed outside the UK and unlisted securities.
Holding %
GlaxoSmithKline PLC 9.49 %
Sports Direct International PLC 8.65 %
Lloyds Banking Group PLC 8.37 %
Bellway PLC 8.20 %
Dignity PLC 8.14 %
Tesco PLC 7.98 %
Randall & Quilter Investment Holdings Ltd 7.73 %
Phoenix Sg Limited (Stanley Gibbons) 6.94 %
Vesuvius PLC 5.65 %
Redrow PLC 5.56 %
Region %
United Kingdom 100.00 %
Sector %
Consumer Cyclical 44.58 %
Financial Services 18.39 %
Consumer Defensive 13.45 %
Healthcare 10.84 %
Basic materials 6.46 %
Industrials 6.27 %
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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