Building long-term returns
since 2003

Portfolio & Performance

Investment Objective

EP Global Opportunities Trust plc investment objective is to provide shareholders with an attractive real long-term total return by investing globally in undervalued securities.

The portfolio is managed without reference to the composition of any stockmarket index.

Our investment policy

Facts

Total Assets
£117.1m
Number of Holdings
35
Dividend Yield
2.9%
Investment Style
Value

As at 31 May 2020

View factsheets

Managed by Edinburgh Partners

Edinburgh Partners has managed EP Global Opportunities Trust plc since the Company’s inception in 2003. They only manage equities and 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