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 policyPerformance
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 2023 of 1.7% (2022: 15.8%).
As at 30 June 2024
Total Assets
£107.8m
Number of Equity Holdings
20
Portfolio Yield
2.9%
Investment Style
