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About the company
Global Opportunities Trust plc is a United Kingdom-based closed-ended investment company. The Company’s investment 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. It 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 and cash as appropriate. The Company invests in various sectors, including financials, industrials, consumer staples, energy, consumer discretionary, communication services, information technology, health care and real estate. It invests no more than 15% of its total assets in other closed-ended listed investment companies (including investment trusts).
- Revenue in GBP (TTM)2.76m
- Net income in GBP1.73m
- Incorporated2003
- Employees0.00
- LocationGlobal Opportunities Trust plc27-31 MELVILLE STREETEDINBURGH EH3 7JFUnited KingdomGBR
- Phone+44 131 270 3800
- Fax+44 131 270 3801
- Websitehttps://globalopportunitiestrust.com/
Profile
| Management group(s) | Franklin Templeton Investment Mngt Ltd |
|---|---|
| AIC sector | Flexible Investment |
| ISIN | GB0033862573 |
| Launch date | 15 Dec 2003 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
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.
Managed by
| Richard Spalton, Sandy Nairn |
|---|
Management & contract fees
Global Opportunities Trust plc is a self-managed investment trust.
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Octopus Aim VCT 2 PLC | -13.61m | -15.71m | 79.71m | 0.00 | -- | 0.9064 | -- | -- | -0.0956 | -0.0956 | -0.0829 | 0.4788 | -0.145 | -- | -- | -- | -16.73 | -3.32 | -16.85 | -3.35 | -- | -- | -- | -- | -- | -- | 0.00 | -- | 60.20 | -- | 57.19 | -- | -- | -3.04 |
| Value and Indexed Property IncomTrstPLC | -18.24m | -23.20m | 80.70m | 0.00 | -- | 0.8333 | -- | -- | -0.5391 | -0.5391 | -0.4249 | 2.28 | -0.1097 | -- | -- | -- | -13.95 | -1.19 | -14.10 | -1.22 | -- | -30.76 | -- | -59.97 | -- | -- | 0.3475 | -- | -154.24 | -- | -198.49 | -- | -- | 2.50 |
| Migo Opportunities Trust PLC | 585.00k | -932.00k | 80.91m | 0.00 | -- | 1.12 | -- | 138.31 | -0.0424 | -0.0424 | 0.0244 | 3.19 | 0.0075 | -- | 6.88 | -- | -1.19 | 3.40 | -1.20 | 3.45 | -5.81 | 85.12 | -159.32 | 69.06 | -- | -- | 0.00 | -- | -233.09 | -- | -312.46 | -- | -- | -- |
| Maven Income and Growth VCT 4 PLC | -1.43m | -4.31m | 81.47m | 0.00 | -- | 0.9237 | -- | -- | -0.0317 | -0.0317 | -0.0105 | 0.6171 | -0.0165 | -- | -- | -- | -4.98 | 1.75 | -4.99 | 1.76 | -- | 42.12 | -- | 31.16 | -- | -- | 0.00 | 215.90 | -337.21 | -- | -108.27 | -- | -- | -28.77 |
| New Star Investment Trust plc | 8.37m | 7.24m | 81.68m | 0.00 | 11.28 | 0.635 | -- | 9.75 | 0.102 | 0.102 | 0.1179 | 1.81 | 0.0656 | -- | 35.26 | -- | 5.67 | 3.20 | 5.75 | 3.21 | 90.65 | 81.56 | 86.51 | 75.05 | -- | -- | 0.00 | 29.06 | 136.46 | -11.06 | 124.67 | -13.94 | -- | 21.06 |
| Menhaden Resource Efficiency PLC | 27.02m | 24.09m | 84.16m | 0.00 | 3.50 | 0.6644 | -- | 3.12 | 0.3039 | 0.3039 | 0.3411 | 1.60 | 0.233 | -- | 52.36 | -- | 20.77 | 10.61 | 20.90 | 10.66 | 90.71 | 86.67 | 89.17 | 83.80 | -- | -- | 0.00 | 2.67 | 234.34 | 124.48 | 217.30 | -- | -- | 5.15 |
| Mobeus Income & Growth VCT PLC | 9.08m | 6.35m | 84.69m | 0.00 | 13.56 | 0.8899 | -- | 9.32 | 0.0383 | 0.0383 | 0.0549 | 0.5843 | 0.0923 | -- | 47.77 | -- | 6.45 | 10.99 | 6.47 | 11.03 | 75.90 | 83.44 | 69.94 | 80.04 | -- | -- | 0.00 | 124.68 | 156.89 | 9.06 | 133.81 | 10.66 | -- | 20.43 |
| EJF Investments Ltd | -4.98m | -7.98m | 86.52m | 0.00 | -- | 0.6303 | -- | -- | -0.1306 | -0.1306 | -0.0814 | 1.60 | -0.039 | -- | -- | -- | -6.26 | 3.30 | -6.28 | 3.42 | -- | 85.61 | -- | 59.23 | -- | -3.56 | 0.1972 | 153.27 | -128.54 | -- | -156.00 | -- | -- | 15.64 |
| UIL Ltd | -13.58m | -23.45m | 86.78m | 0.00 | -- | 0.5073 | -- | -- | -0.2797 | -0.2797 | -0.1619 | 2.04 | -0.0422 | -- | -- | -- | -7.29 | -1.95 | -8.99 | -2.33 | -- | -172.40 | -- | -191.31 | -- | -- | 0.396 | -- | 73.30 | -- | 67.58 | -- | -- | 1.30 |
| Crown Place VCT Plc | 4.18m | 2.11m | 87.10m | 0.00 | 36.58 | 0.9315 | -- | 20.85 | 0.0079 | 0.0079 | 0.0149 | 0.3103 | 0.0482 | -- | 2.40 | -- | 2.43 | 6.74 | 2.45 | 6.81 | 62.29 | 80.30 | 50.51 | 72.48 | -- | -- | 0.00 | 79.11 | -33.94 | -10.81 | -42.38 | -17.26 | -- | -4.13 |
| Rockwood Strategic PLC | 11.11m | 9.74m | 87.25m | 0.00 | 7.00 | 1.46 | -- | 7.85 | 0.3872 | 0.3872 | 0.4293 | 1.85 | 0.2477 | -- | 81.98 | -- | 21.71 | 15.59 | 22.51 | 16.21 | 93.46 | 79.20 | 87.64 | 66.72 | -- | -- | 0.00 | 8.56 | -49.98 | 11.31 | -39.11 | 12.54 | -- | -- |
| TMT Investments PLC | 5.84m | 5.01m | 87.62m | 7.00 | 17.51 | 0.5365 | -- | 14.99 | 0.2028 | 0.2028 | 0.2368 | 6.62 | 0.0358 | -- | 10.41 | 1,063,850.00 | 3.06 | 11.21 | 3.11 | 11.50 | -- | -- | 85.64 | 80.67 | -- | -- | 0.00 | -- | 109.37 | -19.60 | 107.84 | -20.02 | -- | -- |
| RM Infrastructure Income PLC | 8.44m | 3.40m | 88.19m | 0.00 | 25.95 | 0.8105 | -- | 10.46 | 0.0289 | 0.0289 | 0.0717 | 0.9254 | 0.0709 | -- | 1.26 | -- | 2.86 | 4.34 | 3.19 | 4.97 | 88.81 | 83.65 | 40.30 | 61.13 | -- | 4.39 | 0.00 | 138.36 | -3.00 | 2.67 | -36.94 | -4.62 | -- | 14.87 |
| Global Opportunities Trust PLC | 2.76m | 1.73m | 90.00m | 0.00 | 52.09 | 0.8458 | -- | 32.65 | 0.0591 | 0.0591 | 0.0944 | 3.64 | 0.0259 | -- | 7.02 | -- | 1.62 | 4.45 | 1.63 | 4.46 | 93.33 | 90.46 | 62.68 | 79.60 | -- | -- | 0.00 | 39.55 | -82.42 | -- | -88.23 | -- | -- | -1.89 |
| Henderson Opportunities Trust plc | -6.38m | -8.17m | 91.62m | 0.00 | -- | 1.12 | -- | -- | -0.2069 | -0.2069 | -0.1616 | 2.07 | -0.064 | -- | -- | -- | -8.20 | -0.0472 | -9.37 | -0.0542 | -- | 21.09 | -- | -3.66 | -- | -- | 0.1106 | -- | 80.18 | -- | 75.64 | -- | -- | 11.07 |
| Schroders Capital Global Innvtn Trst PLC | -31.19m | -33.80m | 101.14m | 0.00 | -- | 0.4799 | -- | -- | -0.0374 | -0.0374 | -0.0349 | 0.2532 | -0.1307 | -- | -- | -- | -14.16 | -28.72 | -14.23 | -31.34 | -- | -- | -- | -- | -- | -2,111.38 | 0.00 | -- | 82.14 | -- | 81.03 | -- | -- | -- |
| Holder | Shares | % Held |
|---|---|---|
| 1607 Capital Partners LLCas of 05 Apr 2024 | 3.22m | 11.03% |
| D.C. Thomson & Co. Ltd. Pension Fundas of 31 Dec 2023 | 1.53m | 5.22% |
| Edinburgh Partners Ltd.as of 01 Mar 2024 | 968.19k | 3.31% |
| Rathbones Investment Management Ltd.as of 01 Mar 2024 | 855.00k | 2.93% |
| Brewin Dolphin Ltd.as of 01 Mar 2024 | 721.69k | 2.47% |
| Evelyn Partners Investment Management LLPas of 01 Mar 2024 | 618.00k | 2.12% |
| Hargreaves Lansdown Asset Management Ltd.as of 01 Mar 2024 | 586.00k | 2.01% |
| Valu-Trac Investment Management Ltd.as of 30 Apr 2024 | 453.86k | 1.55% |
| Investec Wealth & Investment Ltd.as of 01 Mar 2024 | 432.00k | 1.48% |
| Close Asset Management Ltd.as of 01 Mar 2024 | 413.00k | 1.41% |
