Global Opportunities Trust plc (GOT)
Category Global Large-Cap Value Equity
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
288.00p
Buy
294.00p
-2.00p (-0.69%)
Discount/Premium
-21.60%
Estimated NAV
369.91p
Prices updated at 10 Oct 2024, 16:37 BST
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
The investment objective of providing Shareholders with an attractive real long-term total return by investing globally in undervalued securities was extended by enabling investment also in other financial assets. The investment policy was also amended to permit investment in a diversified portfolio of equity and equity-linked securities (both listed and unquoted), investments in other investment companies and funds which provide exposure to a wide range of financial asset classes and to allocate a portion of portfolio assets to be managed by one or more specialist investment sub-advisors.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
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- Director info
Growth of 1,000 as of 10 Oct 2024, 22:10
Trailing returns (%) as of 10 Oct 2024, 22:10
Annual performance (%)
Year | This fund | Peer group index |
---|---|---|
30 Sep 13 - 30 Sep 14 | 6.28 | 3.23 |
30 Sep 14 - 30 Sep 15 | -3.78 | 0.25 |
30 Sep 15 - 30 Sep 16 | 26.94 | 19.76 |
30 Sep 16 - 30 Sep 17 | 15.17 | 17.90 |
30 Sep 17 - 30 Sep 18 | 7.03 | 2.26 |
30 Sep 18 - 30 Sep 19 | -2.47 | 3.03 |
30 Sep 19 - 30 Sep 20 | -12.85 | -12.04 |
30 Sep 20 - 30 Sep 21 | 10.35 | 29.68 |
30 Sep 21 - 30 Sep 22 | 5.17 | -8.49 |
30 Sep 22 - 30 Sep 23 | 7.65 | -3.48 |
30 Sep 23 - 30 Sep 24 | -2.64 | 8.75 |
Primary benchmark: FTSE All World TR GBP
Peer group index: Morningstar IT Flexible Investment
Trailing returns (%)
Year | This fund | Peer group index |
---|---|---|
1 Day | - | 0.03 |
1 Month | -0.68 | -0.01 |
3 Months | -2.68 | 0.17 |
6 Months | 1.31 | 7.51 |
1 Year | -2.38 | 9.99 |
3 Years annualised | 2.71 | -1.31 |
5 Years annualised | 1.46 | 1.84 |
Primary benchmark: FTSE All World TR GBP
Peer group index: Morningstar IT Flexible Investment
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.