Aurora Investment Trust plc (ARR.L)
Aurora Investment Trust plc is an open-ended equity mutual fund launched by Mars Asset Management Limited. The fund is managed by Phoenix Asset Management Partners Limited. It invests in the public equity markets of the United Kingdom. The fund makes its investments across diversified sectors. The fund primarily invests in equity securities, but with some exposure to fixed interest also. It focuses its investments on stocks of large-cap companies listed on the London Stock Exchange. Emphasis is also given to investments in companies with exposure to economies growing at a faster long-term rate than the UK. The fund benchmarks the performance of its portfolio against the FTSE All-Share Index. It was formed on 13 March 1997 and is domiciled in the United Kingdom.
Company Info
| ISIN | GB0000633262 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | £187.58M |
|---|---|
| EPS | £0.70 |
| PE Ratio | 3.51 |
| Revenue (TTM) | £56.99M |
| Gross Profit (TTM) | -£37.29M |
| Year Range | £195.00 - £265.09 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Aurora Investment Trust plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Aurora Investment Trust plc had a return of -0.81% year-to-date (YTD) and 12.97% in the last 12 months. Over the past 10 years, Aurora Investment Trust plc had an annualized return of 5.88%, while the S&P 500 had an annualized return of 10.37%, indicating that Aurora Investment Trust plc did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.81% | 5.57% |
| 1 month | -0.00% | -4.16% |
| 6 months | 20.99% | 20.07% |
| 1 year | 12.97% | 20.82% |
| 5 years (annualized) | 4.18% | 11.56% |
| 10 years (annualized) | 5.88% | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.42% | -0.62% | 1.24% | |||||||||
| 2023 | -2.17% | 13.83% | 7.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ARR.L is 71, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Aurora Investment Trust plc(ARR.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Aurora Investment Trust plc (ARR.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Aurora Investment Trust plc granted a 0.01% dividend yield in the last twelve months. The annual payout for that period amounted to £0.03 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.03 | £0.03 | £0.02 | £0.01 | £0.05 | £0.04 | £0.06 | £0.02 | £0.01 | £0.04 | £0.04 | £0.04 |
Dividend yield | 0.01% | 0.01% | 0.01% | 0.00% | 0.02% | 0.02% | 0.03% | 0.01% | 0.01% | 0.02% | 0.03% | 0.02% |
Monthly Dividends
The table displays the monthly dividend distributions for Aurora Investment Trust plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.00 | |||||||||
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.03 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2017 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2013 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Aurora Investment Trust plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Aurora Investment Trust plc was 65.86%, occurring on Mar 9, 2009. Recovery took 280 trading sessions.
The current Aurora Investment Trust plc drawdown is 7.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.86% | May 24, 2007 | 345 | Mar 9, 2009 | 280 | Sep 23, 2010 | 625 |
| -62.06% | Sep 5, 2000 | 540 | Jan 29, 2003 | 484 | Feb 7, 2005 | 1024 |
| -44.06% | Jan 14, 2011 | 496 | Jun 28, 2013 | 1635 | Dec 13, 2019 | 2131 |
| -43.6% | Jan 24, 2020 | 77 | May 14, 2020 | 234 | Apr 16, 2021 | 311 |
| -38.14% | Jul 10, 1998 | 2 | Dec 7, 1998 | 81 | Dec 22, 1999 | 83 |
Volatility
Volatility Chart
The current Aurora Investment Trust plc volatility is 3.71%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |