GLOBAL OPPORTUNITIES TRUST
A global unconstrained portfolio following a value approach.
SELL
303p
BUY
303p
CHARGE PER TRADE
£4.95
TODAY'S CHANGE
0.00%
OCF
0.63%
YIELD
1.6%
1 YEAR
1.02%Prices as at 05 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The investment objective of providing Shareholders with an attractive real long-term total return by investing globally in undervalued securities was extended by enabling investment also in other financial assets. The investment policy was also amended to permit investment in a diversified portfolio of equity and equity-linked securities (both listed and unquoted), investments in other investment companies and funds which provide exposure to a wide range of financial asset classes and to allocate a portion of portfolio assets to be managed by one or more specialist investment sub-advisors.
Fund summary
| Sector | Flexible Investment |
|---|---|
| Structure | INVESTMENT TRUST |
| Launched | December 2003 |
| Size | £86m |
| Yield | 1.6% |
| Dividends paid | May |
Charges
| Annual Management Charge | 0.75% |
|---|---|
| Ongoing Charges Figure | 0.63% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning