AVI to launch UCITS versions of Global and Japan Opportunity investment trusts

First quarter of 2024

clock • 1 min read

Asset Value Investors is set to launch UCITS versions of its Global and Japanese equity strategies in the first quarter of 2024.

The funds will mirror the firm's AVI Global trust (AGT), which manages £1.1bn of assets, as well as the AVI Japan Opportunity trust (AJOT), which runs £180m.  Joe Bauernfreund, AVI's chief executive officer and chief investment officer, will manage the new UCITS funds, supported by the firm's research team.  AVI Global sees 'fertile hunting ground' in UK investment trust sector "Building upon our nearly 40-year track record in global equities, and our five-year track record of demonstrable success as an active and engaged investor in Japan, we believe the time is right to open our ...

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