Aurora Investment Trust plc

Aurora Investment Trust plcverified

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....[Read more]

Industry

Asset Management

IPO Date

1981-10-30

Stock Exchange

LSE

Ticker

ARR.L

The ROE as of December 2025 (TTM) for Aurora Investment Trust plc (ARR.L) is 6.73%

According to Aurora Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 6.73%. This represents a change of -604.38% compared to the average of -1.33% of the last 4 quarters.

Aurora Investment Trust plc (ARR.L) Historical ROE (quarterly & annually)

How has ARR.L ROE performed in the past?

The mean historical ROE of Aurora Investment Trust plc over the last ten years is 3.99%. The current 6.73% ROE has changed 68.50% with respect to the historical average. Over the past ten years (40 quarters), ARR.L's ROE was at its highest in in the June 2020 quarter at 57.66%. The ROE was at its lowest in in the March 2020 quarter at -17.76%.

Quarterly (TTM)
Annual

Average

3.99%

Median

2.15%

Minimum

-22.88%

Maximum

25.57%

Aurora Investment Trust plc (ARR.L) ROE by Quarter and Year

Discovering the peaks and valleys of Aurora Investment Trust plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 141.73%

Maximum Annual ROE = 25.57%

Minimum Annual Increase = -1267.03%

Minimum Annual ROE = -22.88%

Quarterly (TTM)
Annual
YearROEChange
2024-3.65%-114.27%
202325.57%-211.75%
2022-22.88%-244.62%
202115.82%-1267.03%
2020-1.36%-106.23%
201921.76%-281.84%
2018-11.96%-187.64%
201713.65%141.73%
20165.65%-312.53%
2016-2.66%-72.59%

Aurora Investment Trust plc (ARR.L) Average ROE

How has ARR.L ROE performed in the past?

The current ROE of Aurora Investment Trust plc (ARR.L) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-0.32%

5-year avg

2.70%

10-year avg

3.99%

Aurora Investment Trust plc (ARR.L) ROE vs. Peers

How is ARR.L’s ROE compared to its peers?

Aurora Investment Trust plc’s ROE is greater than International Biotechnology Trust plc (-0.45%), less than abrdn UK Smaller Companies Growth Trust plc (3.01%), less than STS Global Income & Growth Trust PLC (8.55%), greater than Invesco Global Equity Income Trust (0%), less than Baillie Gifford UK Growth Trust plc (6.17%), less than Montanaro European Smaller Companies Trust plc (9.88%), less than Albion Enterprise VCT PLC (1.17%), less than British Smaller Companies VCT plc (4.41%), less than CC Japan Income & Growth Trust plc (2.92%), greater than Mid Wynd International Investment Trust plc (-5.84%),

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