Global Opportunities Trust plc, managed by the Goodhart Partners LLP Real Return team, is built for investors who want a portfolio that can adapt as market conditions change.
The forces that supported markets between 1990 and 2020 are no longer as dependable. Demographic change, geopolitics, resource constraints and technological disruption are creating a more uncertain backdrop for investors. That means portfolios may need to be more flexible, more selective and less dependent on old assumptions.
Benchmarks can pull investors towards the largest and most crowded parts of the market. That may work in some periods, but it can also increase exposure to areas where valuations are already stretched or where risks are not being properly priced.
Global Opportunities Trust takes a different approach. It uses a genuinely global and unconstrained strategy, giving the manager freedom to look across markets for opportunities that may be overlooked or undervalued. The aim is to preserve and grow real wealth over the long term, rather than simply track an index or follow market momentum.
A changing world creates both risks and opportunities. Geopolitical tension can alter supply chains and capital flows. Resource constraints can change the value of assets and businesses. Demographic shifts can affect demand, productivity and growth. Technological disruption can create new leaders while weakening established positions. A flexible strategy is better placed to respond to those changes than one tied closely to a benchmark.
Global Opportunities Trust plc LON:GOT) invests globally in undervalued asset classes without reference to the composition of any stock market index.
