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
0.48
3 Year Alpha
-0.98
Yield
2.1 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 118.29 million
NAV
191
Gearing
97
Discount Premium
2
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 %
Sports Direct International PLC 10.07 %
Dignity PLC 9.81 %
Randall & Quilter Investment Holdings Ltd 9.32 %
Tesco PLC 8.35 %
Lloyds Banking Group PLC 8.13 %
Bellway PLC 7.86 %
GlaxoSmithKline PLC 6.56 %
easyJet PLC 5.51 %
Redrow PLC 5.19 %
Hornby PLC 4.94 %
Region %
United Kingdom 100.00 %
Sector %
Consumer Cyclical 47.24 %
Financial Services 20.08 %
Consumer Defensive 13.14 %
Healthcare 7.55 %
Industrials 6.35 %
Basic materials 5.64 %
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.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.