Update from QuotedData

Summary by AI ^BETAClose X

Global Opportunities Trust PLC reported strong net asset value growth in 2025, driven by its equity portfolio and a narrowing discount to NAV, although the discount remains wide. The manager increased cash holdings by taking profits on higher valuations, positioning the trust to capitalize on potential market downturns. Following its transition from self-management, the trust now has greater flexibility in using gearing and derivatives, with current opportunities identified in mid-cap companies exhibiting unique valuation drivers and low economic sensitivity.

Disclaimer*

Global Opportunities Trust PLC

27 January 2026

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Global Opportunities Trust - Update from QuotedData

27 January 2026

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.

Full Research:

https://quoteddata.com/research/global-opportunities-trust-cash-pile-grows-as-valuations-climb-qd/

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