Global Opportunities Trust posts September rise and 16.5% annual return

Global Opportunities Trust

Global Opportunities Trust Plc (LON:GOT) has provided its monthly factsheet for September 2025.

As of 30 September 2025, total assets stood at £116.7 million with a net asset value per share of 399.3p and a share price of 332.0p, reflecting a 16.9% discount. The trust holds 23 equity positions, with its top ten accounting for 36.7% of net assets. Major holdings include AVI Japanese Special Situations Fund, Volunteer Park Capital Fund, and Unilever.

Global Opportunities Trust plc LON:GOT) invests globally in undervalued asset classes without reference to the composition of any stock market index.

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Global Opportunities Trust Monthly Portfolio and Asset Position update (December 2025)

As at 31 December 2025, Global Opportunities Trust had net assets of £117.5 million. The portfolio was diversified across regions and sectors, with equity investments representing 53.6% of net assets and cash and other net assets accounting for 46.4%.

Global Opportunities Trust to appoint Goodhart as discretionary investment manager

Global Opportunities Trust plc has announced plans to appoint Goodhart Partners as discretionary investment manager, subject to regulatory approval.

Global Opportunities Trust Appoints Juniper as an External AIFM

Goodhart Partners is set to become discretionary investment manager to Global Opportunities Trust plc, aiming to increase portfolio flexibility, risk management, and real return potential.

Global Opportunities Trust reaffirms successful value and absolute-return strategy (LON: GOT)

As at the end of October 2025, Global Opportunities Trust continued to apply its value focused strategy across global markets, holding a blend of equities, private market investments and significant liquidity positions.

Global Opportunities Trust Reaffirms Successful Value and Absolute-Return Strategy (LON: GOT)

Global Opportunities Trust delivered a 24.9% share price gain over 12 months, driven by disciplined global value investing across public and private market assets.

Global Opportunities Trust posts September rise and 16.5% annual return

Global Opportunities Trust continues to pursue a disciplined, valuation-driven investment strategy, maintaining flexibility across asset classes and geographies while seeking long-term value for shareholders.

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