Investing where balance becomes advantage

Global Opportunities Trust

Global equity markets have weathered an unsettled start to 2025. Tariff tensions, shifting interest rate expectations, and uneven currency moves have all contributed to bouts of volatility. Yet, despite this noise, most major indices remain near record highs.

The first half of the year confirmed that momentum alone cannot sustain returns. Markets are adjusting to slower growth, tighter liquidity, and the fading impact of past fiscal support. This makes selectivity essential. Active investors now see value in repositioning portfolios rather than exiting the market altogether, emphasising both quality and geographical diversification.

In the United States, large-cap technology continues to dominate investor attention, but performance among the so-called “magnificent seven” is diverging. The next wave of innovation is being shaped by agentic AI, systems that can learn and act autonomously. This shift is driving new demand across semiconductors, data infrastructure, and automation software.

Outside the US, the case for diversification is strengthening. Europe remains supported by strategic investment in defence, infrastructure, and renewable energy. Many European small caps trade at attractive valuations and offer a useful offset to global tech exposure.

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 reports 11.9% one year share price return to 31 August

Global Opportunities Trust has released its August 2025 factsheet, reporting a 12-month NAV increase of 8.8% and a share price gain of 11.8%.

12.2% total return in H1 2025! Global equity income trust GOT delivers

Global Opportunities Trust reports a 4.0% NAV total return and a 12.2% share price total return for the six months to 30 June 2025, with net assets rising to £110.7 million.

Global Opportunities Trust NAV at £110.7 m

As at 30 June 2025, Global Opportunities Trust reported net assets of £110.7 m with equity investments representing 64.6 % of the portfolio. Top holdings include the AVI Japanese Special Situations Fund (12.9 %) and Volunteer Park Capital Fund (7.0 %).

Global Equity Investment Trust GOT Impresses with a 9.9% Share Price Rise in May

The trust delivered an exceptional share price performance of +9.9%. This significantly outperformed both the NAV growth (+3.8%) and the FTSE All-World Index (+4.8%).

Global Opportunities Trust Shows Its Mettle | QuotedData

a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods of market downturns.

Alan Bartlett on GOT Performance and 2025 Positioning (LON:GOT)

Discover insights from Alan Bartlett, Co-Portfolio Manager of Global Opportunities Trust plc, as he reviews 2024 performance and shares strategies for 2025.

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