The fund primarily invests in value stocks of companies across various sectors, including banks, energy, industrial, metals and mining, and consumer services. It is a closed ended equity mutual fund launched and managed by PM CAPITAL Limited.
Cyborg Score Rationale
Shares have moved +16.24% over the past 365 days and have outperformed the ASX All Ordinaries Index by +7.87% over the past year. The fund paid a total dividend of AU$0.12 with a trailing dividend yield of 4.23%.
Top Insights
Listed investment company structure provides tax-efficient global diversification with fully franked dividends for Australian investors
Value investing philosophy and concentrated portfolio approach differentiates from broad-market global ETF competitors
Recent outperformance vs. ASX All Ordinaries Index demonstrates manager skill in stock selection
Moderate market cap (~AU$1.3bn) provides sufficient scale while maintaining concentrated portfolio strategy
Named Competitors
Perpetual Equity Investment Company — Australian listed investment company focused on equity investments
Wam Global Limited — Global equity LIC with diversified international focus
Vanguard Global Shares ETF — Broad-based global equity ETF alternative
Open the full interactive PM Capital Global Opportunities Fund Limited report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.