Report
David Johnson ...
  • James Carthew
  • Matthew Read

AVI Global Trust – Doubly blessed

AVI Global Trust (AGT) offers investors an opportunity to access a portfolio of what the manager feels are good-quality investments trading at a discount to their intrinsic value. Thanks to recent market movements, AGT’s ‘double discount’ – the share price discount to NAV plus the manager’s estimation of the discount on the underlying portfolio – now sits on an abnormally wide level. The team has been tactically increasing AGT’s market exposure, with the aim of tapping into these discount-opportunities. It feels that this gives AGT’s shareholders the potential for a powerful combination of NAV gains and discount closing.

AGT has generated good near-to-mid-term performance, ranking first of its peer group over three years to end February 2023.
Underlying
Avi Global Trust

British Empire Trust is an investment trust. Co.'s investment portfolio are focused in companies whose shares stand at a discount to estimated underlying net asset value. Co. invest in investment holding companies, investment companies, and asset-backed companies. As of Sept 30 2017, Co. had 45 investments of which 15 are held in Japanese Special Situations. Co.'s assets are managed by Asset Value Investors Limited.

Provider
QuotedData Retail
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. 

Analysts
David Johnson

James Carthew

Matthew Read

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