Global Opportunities Trust has entered 2026 from a position of growing financial strength. The trust has increased its dividend, expanded net asset value and retained significant liquidity, giving it scope to respond quickly if markets offer better value.
At the end of 2025, net assets had risen to £117.5 million from £109.3 million a year earlier. Net asset value per share increased to 401.9p from 374.0p, while net asset value total return reached 10% for the year. That result was ahead of the average return from peers in the AIC Flexible Investment sector, showing that the trust delivered solid progress while maintaining a measured approach to risk.
The board has also proposed a final dividend of 10.3p per share, up 3% on the previous year, following the sharp increase made in 2024. For investors, this adds to the sense of steady improvement.
The strongest part of the current investment case is the trust’s flexibility. More than 44% of assets were held in cash and money market funds at the end of December, and cash stood at 43.6% of assets at the end of January, equivalent to about £51.9 million. That gives the trust meaningful firepower. Rather than forcing capital into areas where valuations already look demanding, management has chosen to stay ready for more attractive entry points.
Global Opportunities Trust plc LON:GOT) invests globally in undervalued asset classes without reference to the composition of any stock market index.
