Successfully hunting down value across multiple asset classes

How we invest >

Investment Objective

The investment objective of Global Opportunities Trust plc is to provide Shareholders with an attractive real long-term total return by investing globally in undervalued asset classes. The portfolio is managed without reference to the composition of any stock market index.

Our investment policy

Performance

By following a disciplined value approach, since its launch in 2003 the trust has produced an annualised NAV total return of more than 8% per annum.
The trust made a positive NAV total return in 2022 of 15.8%.

View portfolio & performance

As at 31 December 2023

Total Assets
£106.4m
Number of Holdings
20
Dividend Yield
2.6%
Investment Style
Value