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Fund Brief: AVI Global Trust plc

About AVI Global Trust

AVI Global Trust specialises in finding securities which at first glance do not necessarily offer themselves up as potential high return investment opportunities. Investments that for one reason or another are priced below their true value but can be made into profitable performers. AVI believes its strategy and investment style differentiate itself from other managers in the market because of the following:

  • Nearly 35 years’ experience…..(11.7% average annual performance vs 8.1% for MSCI ACWI ex US/MSCI World)*
  • AVI actively looks for the catalyst within a company which will narrow the discount
  • AVI promotes active involvement to improve corporate governance and to unlock potential shareholder value

*AVI Global Trust plc annual average performance in GBP, total return from June 1985 to January 2020. MSCI index is a blended MSCI ACWI ex US from OCT 2013; prior to this is MSCI World. Both benchmarks are net total returns in GBP. Source: Morningstar

To watch the Fund manager brief: Joe Bauernfreund, Asset Value Investors (AVI) video, click here.

To find out about the latest research, click here.

To find out more about AVI Global Trust, click here.

AVI Global currently conducts its affairs so that its shares can be recommended by Independent Financial Advisers (“IFAs”) in the UK to ordinary retail investors in accordance with the Financial Conduct Authority (“FCA”) rules in relation to non-mainstream investment products and intends to continue to do so. The shares are excluded from the FCA’s restrictions which apply to non-mainstream investment products because they are shares in an authorised investment trust. © AVI Global Trust plc. 2019 Registered in England No: 00028203. An investment company under Section 833 of the Companies Act 2006. Registered Office: Beaufort House, 51 New North Road, Exeter, EX4 4EP. Managed by Asset Value Investors Ltd. which is authorised and regulated by the Financial Conduct Authority. Past performance should not be seen as an indication of future performance. The price of investments and the income may fall as well as rise and investors may not get back the full amount invested. AVI Global uses gearing techniques (leverage) which will exaggerate market movements both down and up which could mean sudden and large falls in market value. Please refer to the Key Features Document for further details of the risks affecting your investment. Performance figures are cumulative and based on Price total return and do not include Plan charges. For more information, please call 03458 500181. Tax treatment depends on the individual circumstances and may be subject to change in the future. Asset Value Investors Ltd do not offer Innovative Finance ISAs.

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