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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.
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.
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James Carthew
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