THORNBRIDGE GLOBAL OPPORTUNTIES FUND (GBP)

As of 31 March 2025

Fund Details

The Fund invests in company shares, selected bottom-up based on fundamental research and valuation. The research process that underpins the management of the Fund includes top-down and thematic idea generation.

The stock research process is geared towards identifying higher quality company shares that generate positive and growing returns on invested capital, and yet trade at an attractive valuation.

Portfolio construction is not constrained by reference to either geography or benchmark.

Fund Facts

Currency
GBP
Sector
IA GLOBAL
Fund Classification
OEIC, UCITS Long-Only
Fund Inception Date
23 January 2004
Fund size
£200M

Fund Performance (net of fees)

As of 31 March 2025
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Top 10 Fund Holdings (% of fund)

As of 31 March 2025
  • Microsoft Corp
    4.2%
  • Quanta Services Inc
    3.8%
  • Arca Continental SAB de CV
    3.6%
  • UnitedHealth Group Inc
    3.4%
  • AstraZeneca PLC
    3.4%
  • Mastercard Inc
    3.4%
  • Broadcom Inc
    3.3%
  • Shell PLC
    3.2%
  • Bank of America Corp
    3.0%
  • Heineken NV
    3.0%

Geographic Exposure

As of 31 March 2025
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  • USA
    56.9%
  • UK
    12.2%
  • Netherlands
    8.2%
  • France
    3.7%
  • Japan
    3.6%
  • Germany
    3.1%
  • South Africa
    2.7%
  • Denmark
    1.9%
  • China
    1.6%
  • Switzerland
    1.4%