AVI Global Trust
Company Notes
Specialist value-orientated investment approach
AVI Global Trust (formerly British Empire Trust) is managed by Joe Bauernfreund, CEO and CIO of Asset Value Investors, a specialist boutique. Since he assumed responsibility for the fund in October 2015, it has outperformed its comparator index, the MSCI All Countries World ex-US Index. On a NAV total return basis, its NAV is up 97% compared with 74% for the index. Its NAV total return so far in 2020 is +5.1% compared with +4.4% for the index, although it is up 54% since the market’s nadir on 23 March compared with 36% for the index.
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