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

First quarter of 2024

Valeria Martinez
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 ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Unit trusts/OEICs