AVI Global Trust PLC

AVI Global Trust plc is a closed-ended investment trust overseen by Asset Value Investors Limited. The fund strategically allocates capital to publicly traded equities across various countries worldwide, seeking opportunities within diversified sectors. Its core investment philosophy centers on value stocks, irrespective of market capitalization. The trust employs a meticulous, bottom-up fundamental analysis, specifically targeting companies whose shares trade at a discount to their net asset value, possess high-quality underlying assets with significant appreciation potential, and demonstrate robust balance sheets, all considered at compelling valuations. To gauge its performance, the fund benchmarks against the Morgan Stanley Capital International All Country World ex-US Index, the Morningstar Investment Trust Global Index, and the Morgan Stanley Capital International All Country World Index. Established on July 1, 1889, and originally known as British Empire Trust Plc, AVI Global Trust plc is domiciled in the United Kingdom.