- Wider range of investment.
AVI Global Trust (AGT) invests in a wide range of international assets, some of them less liquid, which means that some other funds cannot invest in them. These include assets such as private equity and commercial property which have the potential to deliver better long-term returns. For AGT’s current portfolio sector breakdown please see our latest newsletter.
- Better long-term performance.
Access to a wider range of investment means investment trusts can outperform in the long-term. AGT’s average annual performance stands at 11.4% since June 1985 vs 8.9% for MSCI World ex USA*.
- Dividend payments.
(View chart below) Over the past ten years, the ordinary dividends paid by AGT to shareholders have grown by more than 6.5 times. The level of income may vary due to the occasional receipt of large, one-off, special dividends from investee companies and it is for this reason that AGT has paid special dividends in the past few years. Naturally, there can be no guarantee that further special dividends will be paid in the future.
* as at 31 October 2020.
- The closed-ended structure of the investment trust means that whenever you want to buy or sell you can simply do so on the stock market without it having any impact on the underlying portfolio. With an open-ended fund subscriptions and redemptions have an immediate effect on how the manager has to manage the portfolio to meet these requests.
- Shares are bought and sold on the stock market which can be done directly through a stockbroker or also on a number of platforms.
Click here to view all the platforms.