QuotedData Retail - Global Opportunities Trust – Cash pile grows as valuations climb

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QuotedData Retail

Global Opportunities Trust – Cash pile grows as valuations climb

Strong performance from Global Opportunities Trust’s equity portfolio drove solid NAV growth in 2025. Shareholders also benefited as the trust’s discount to NAV narrowed, though it remains wide.

Noting higher valuations in the portfolio and broader market, the manager took profits and increased cash, leaving the trust ready to act if markets fall.

The trust is no longer self-managed, which should allow greater flexibility with the use of both gearing and derivatives. Currently, the manager sees opportunities in mid-cap companies with unique valuation drivers and low sensitivity to the economy.

30/01/2026 12 EN

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QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

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Global Opportunities Trust – Cash pile grows as valuations climb

Fidelity Emerging Markets – The long and short of emerging markets

Lindsell Train Investment Trust – Durability in times of volatility

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