THORNBRIDGE GLOBAL OPPORTUNTIES FUND (GBP)

As of 31 December 2024

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.

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Fund Facts

Currency
GBP
Sector
IA GLOBAL
Fund Classification
OEIC, UCITS Long-Only
Fund Inception Date
23 January 2004
Fund size
£191M

Fund Performance (net of fees)

As of 31 December 2024
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Top 10 Fund Holdings (% of fund)

As of 31 December 2024
  • Microsoft Corp
    4.8%
  • Broadcom Inc
    3.6%
  • JPMorgan Chase & Co
    3.5%
  • Mastercard Inc
    3.5%
  • AstraZeneca PLC
    3.3%
  • Arca Continental SAB de CV
    3.1%
  • EssilorLuxottica SA
    3.1%
  • Alphabet Inc
    2.9%
  • Shell PLC
    2.9%
  • UnitedHealth Group Inc
    2.8%

Geographic Exposure

As of 31 December 2024
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  • USA
    49.8%
  • Netherlands
    9.8%
  • UK
    9.5%
  • France
    6.5%
  • US
    5.9%
  • Germany
    4.9%
  • Japan
    3.6%
  • South Africa
    2.6%
  • Denmark
    1.9%
  • South Korea
    1.6%