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
5
3 Year Sharpe
0.32
3 Year Alpha
3.41
Yield
1.9 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 106.53 million
NAV
153
Gearing
92
Discount Premium
3
To provide Shareholders with long-term returns through capital and income growth by investing predominantly in a portfolio of UK listed companies.The Company also permits some investment in companies listed outside the UK and unlisted securities
Holding %
Frasers Group PLC 13.60 %
easyJet PLC 11.33 %
Bellway PLC 9.08 %
Dignity PLC 6.82 %
Randall & Quilter Investment Holdings Ltd 6.48 %
Lloyds Banking Group PLC 6.07 %
Redrow PLC 6.04 %
GlaxoSmithKline PLC 4.75 %
Hornby PLC 4.37 %
Ryanair Holdings PLC 4.22 %
Region %
United Kingdom 94.48 %
Eurozone 5.52 %
Sector %
Consumer Cyclical 52.13 %
Industrials 20.31 %
Financial Services 16.39 %
Healthcare 6.21 %
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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