Aurora Investment Trust plc

Aurora Investment Trust plc functions as an open-ended equity collective investment vehicle. While Mars Asset Management Limited originally launched the trust, its ongoing management is conducted by Phoenix Asset Management Partners Limited. The fund directs its capital toward public equity markets exclusively within the United Kingdom, ensuring diversification across various sectors. Although its primary focus lies in equity securities, a portion of its portfolio is allocated to fixed-income investments. The investment strategy specifically targets large-capitalization companies whose shares are traded on the London Stock Exchange. Additionally, it prioritizes companies with operations in economies demonstrating stronger long-term growth trajectories than the UK. Performance metrics for the portfolio are gauged against the FTSE All-Share Index. The trust was established in the United Kingdom on March 13, 1997.