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 2025 of 10.3% (2024: 4.1%).
As at 31 January 2026
Total Assets
£119.0m
Number of Equity Holdings
26
Portfolio Yield
2.6%
Investment Style