Building long-term returns
since 2003.

Portfolio & Performance

Investment Objective

The investment objective of EP Global Opportunities Trust plc 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.

Our investment policy

Facts

Total Assets
£99.9m
Number of Holdings
27
Dividend Yield
1.7%
Investment Style
Value

As at 30 April 2022

View factsheets

The Investment Manager run concentrated portfolios that are not aligned to any index. Their approach takes a forward-looking, long-term view and focuses on a stock’s absolute valuation.

The value of the Company's shares and any income derived from them can fall as well as rise, and investors may not get back the full value of their investment.

Who we are