Fund Profile
AVI Global 16 January 2018
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Read the full articleFund History
10 Feb 2025
Look beneath the surface
High valuations in global equity markets, trade tensions, and potential earnings disappointment could make a compelling case for focusing on more idiosyncratic sources of return…
21 Oct 2024
Monthly roundup: news on CHRY and ATST, highlights of our latest webinar series and the most popular investments in September
Jo and Ryan discuss the latest news, reviews and interviews in the investment trust world...
18 Oct 2024
Fund Analysis
AGT offers exposure to assets trading at a discount to NAV…
18 Sep 2024
Betting it all on black?
We ask what has been driving returns in the global equity sector…
10 Jul 2024
Things can only get better
Discounts are yawning but markets are thawing and boards are on the offensive; Labour might not be the only thing making a comeback this year...
08 Apr 2024
Corporate activity is hotting up
AGT and MIGO both look well suited for the current market environment…
02 Apr 2024
Fund Analysis
AGT’s increasing focus on idiosyncratic opportunities may offer a good source of diversification…
16 Jan 2024
December sees sharp rally in AGT and AJOT
Narrowing discounts and Japanese reforms have driven striking returns…
03 Jan 2024
Probably better asking an octopus
Our investment trust experts uncurl a tentacle each and choose their ‘top picks’ for 2024…
25 Oct 2023
We’re going to need a bigger boat…
We argue corporate activity is picking up, making the investment trust sector an exciting place to invest…
04 Oct 2023
To gear, or not to gear...
We examine the impact that rising rates have had on fund managers' appetite for gearing as a means to spice up returns...
26 Sep 2023
Fund Analysis
AGT is trading at its widest ‘double discount’ since the great financial crisis…
23 Aug 2023
Halfway there…investing on a prayer
We provide an update on our picks for 2023 and see which analysts' prayers are being answered…
06 Apr 2023
Fund Analysis
AGT is the top-performing global trust over three years…
12 Dec 2022
Fund Analysis
AGT’s double discount is around the widest it has been since the aftermath of the 2008 crisis…
07 Apr 2022
Fund Analysis
AGT trades on an attractively wide discount, despite its long-term outperformance and potential capacity to rebound...
26 Jan 2022
Fight or flight...
Two of our analysts debate the impact that war in Ukraine could have on investors' portfolios...
30 Dec 2021
Great expectations
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the year ahead…
14 Oct 2021
Fund Analysis
AGT has generated some of the best YTD returns in its sector, but its portfolio still trades on a 36% double discount…
19 Aug 2021
Pandemic immunity
We ask which global equity trusts have outperformed through the different stages of the pandemic…
02 Jun 2021
Fortune favours the brave (sometimes)
Our research suggests wide discounts often herald high NAV returns too…
19 May 2021
The complexity premium
We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...
09 Apr 2021
Fund Analysis
AGT’s shares trade on a wide double discount to the portfolio’s underlying NAV…
20 Nov 2020
Fund Analysis
AVI Global has held up strongly throughout the uncertainty of 2020, outperforming the benchmark and taking advantage of depressed valuations…
18 Nov 2020
Results analysis: AVI Global
AVI Global has held up strongly throughout the uncertainty of 2020, outperforming the benchmark and taking advantage of depressed valuations…
08 Sep 2020
Wolf in sheep's clothing?
AVI Global’s growth characteristics shouldn’t be underestimated, yet it trades on a “double discount” of c. 45%...
16 Jun 2020
Factor performance and the COVID-19 effect
Will value continue to move into the black, or fade to red?
03 Jun 2020
Price is what you pay, value is what you get
The listed private equity sector has seen discounts widen markedly, but does this present an opportunity?
20 May 2020
Fund Analysis
AGT seeks companies with high-quality growth assets trading at a discount to fair value…
07 Apr 2020
Opportunity passed?
Discounts gapped out, but in many cases have rebounded…
20 Feb 2020
The return of the activist... but not as we know it.
Why the ‘20s will go down as the decade of the corporate activist...
12 Dec 2019
Fund Analysis
Focusing on accessing a diverse array of opportunities globally, AGT seeks companies with high-quality assets exhibiting growth and trading at a discount to fair value...
17 Jul 2019
Ready for action
In the second part of our active management series, we assess the most active managers across the major closed-ended equity sectors…
13 Jun 2019
Real growth in a world of fake news
Presentations and audio from our event at the London Stock Exchange, where six fund managers set out their stall for an exciting future...
07 May 2019
Fund Analysis
While AVI Global Trust is sitting on a wide discount, the recent sell-off has turned up a wave of new opportunities...
24 Dec 2018
Why did the chicken cross the road?
Because he was so bored of reading newspapers devoted entirely to Brexit he was hoping he’d be hit by a truck.
19 Sep 2018
Artificial Alpha
While there are some signs that we may be finally seeing the froth come off the growth-led market, we think investors need to be highly selective in choosing value strategies...
06 Sep 2018
Bullseye
The third arrow of Shinzo Abe's grand plan, corporate reform, puts undervalued Japanese equities in a very attractive position...
08 Aug 2018
Feeling giddy?
As valuations continue to soar, we consider a few equity trusts with different approaches to diversification and risk management...
08 Aug 2018
Fund Analysis
British Empire Trust has top quartile NAV returns in the global sector over three years...
27 Jun 2018
A winning combination
New research from Cass Business school helps explain why closed-ended funds have outperformed their open-ended peers in the major equity sectors since 2000...
23 Jan 2018
What lies beneath
Our analysis shows the majority of investors, besotted with the growth rally, are wholly unprepared for rising bond yields...
16 Jan 2018
Fund Analysis
A highly-active, benchmark agnostic portfolio of global equities that follows a value-orientated investment approach.
28 Jun 2017
Fund Analysis
21 May 2017
Brave new world
We ask the top managers in each sector, region and asset class where they see the opportunities in the months ahead...
22 Feb 2017
Into the wilderness
As the West heads deeper into uncharted territory, we examine the way in which global fund managers are positioning in the face of vertiginous valuations and seismic political change...
25 Jan 2017
A new dawn for value investing
After years in the wilderness, value investing is a making a comeback and our research suggests its outperformance will continue if bond yields keep rising...
16 Jan 2017
Fund Analysis
19 Apr 2016
Value investing makes a comeback
Equity strategists at JPMorgan Cazenove think value stocks could be back on top for the first time since the credit crunch.
26 Jan 2016
Buy with confidence
We employ a new technique to reveal five trusts on discounts which offer the cheapest entry point in a decade...