Company Global Opportunities Trust plc

Equities

EPG

GB0033862573

Investment Trusts

Delayed London S.E. 06:19:19 2024-04-19 am EDT 5-day change 1st Jan Change
286 GBX -2.05% Intraday chart for Global Opportunities Trust plc +0.70% -4.03%

Business Summary

Global Opportunities Trust PLC is a United Kingdom-based closed-ended investment company. The Company's objective is to provide shareholders with an attractive real long-term total return by investing globally in undervalued asset classes. The portfolio is managed without reference to the composition of any stock market index. The Company invests in a range of assets across both public and private markets throughout the world. These assets include both listed and unquoted securities, investments and interests in other investment companies and investment funds (including limited partnerships and offshore funds) as well as bonds (including index-linked securities) and cash as appropriate. The Company may invest in other investment companies or funds and may appoint one or more sub-advisors to manage a portion of the portfolio. The Company invests no more than 15% of its total assets in other closed-ended listed investment companies (including investment trusts).

Sales per Business

GBP in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
3 100.0 % 3 100.0 % +1.85%

Sales per region

GBP in Million2022Weight2023Weight Delta
United Kingdom
100.0 %
3 100.0 % 3 100.0 % +1.85%

Managers

Managers TitleAgeSince
Director/Board Member - -
Corporate Secretary 64 03-11-18

Members of the board

Members of the board TitleAgeSince
Director/Board Member - -
Director/Board Member 58 21-05-17
Chairman - 21-05-17
Director/Board Member - 23-04-25

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 64,509,642 16,476,090 ( 25.54 %) 35,287,462 ( 54.70 %) 25.54 %

Shareholders

NameEquities%Valuation
4,534,822 15.52 % 16 M p
1607 Capital Partners LLC
11.03 %
3,222,980 11.03 % 12 M p
Noble Grossart Investments Ltd.
8.123 %
2,373,676 8.123 % 9 M p
D.C. Thomson & Co. Ltd. Pension Fund
5.221 %
1,525,821 5.221 % 6 M p
Edinburgh Partners Ltd.
3.313 %
968,187 3.313 % 4 M p
Rathbones Investment Management Ltd.
2.926 %
854,999 2.926 % 3 M p
729,666 2.497 % 3 M p
Brewin Dolphin Ltd.
2.470 %
721,689 2.470 % 3 M p
Evelyn Partners Investment Management LLP
2.115 %
618,000 2.115 % 2 M p
Hargreaves Lansdown Asset Management Ltd.
2.005 %
586,000 2.005 % 2 M p

Company contact information

Global Opportunities Trust Plc

28 Walker Street

EH3 7HR, Edinburgh

+44 13 1270 3800

http://www.epgot.com
address Global Opportunities Trust plc(EPG)
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