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AVI Global Trust plc (AGT.L) Diversifiers

Equity · Currency in GBp · Last updated Jun 5, 2026

AVI Global Trust plc is a closed-ended equity mutual fund launched and managed by Asset Value Investors Limited. The fund invests in public equity markets of countries across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with bottom-up stock picking approach with a focus on factors like companies trading on discounts to net asset value, good quality underlying assets with appreciation potential at compelling valuations, and balance sheet strength to create its portfolio. The fund benchmarks the performance of its portfolio against the Morgan Stanley Capital International All Country World ex-US Index, Morningstar Investment Trust Global Index and Morgan Stanley Capital International All Country World Index. It was formerly known as British Empire Trust plc. AVI Global Trust plc was formed in July 1, 1889 and is domiciled in the United Kingdom.

Looking to balance out your exposure to AGT.L? The ETFs below have the lowest correlation with AGT.L — they tend to move on their own, which can help reduce risk when AGT.L drops. The stock ideas table highlights individual companies that behave independently from AGT.L.

Best Diversifiers for AGT.L

0 ETFs have low correlation with AGT.L (below 0.3), 0 of which are negatively correlated. The least correlated is iShares Emerging Markets Dividend UCITS ETF (SEDY.L) (Emerging Markets Equities) with a 1Y correlation of 0.30, roughly unchanged from 0.38 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SEDY.L
iShares Emerging Markets Dividend UCITS ETF0.300.380.38
81
Emerging Markets EquitiesAGT.L vs SEDY.L
PSRF.L
Invesco FTSE RAFI US 1000 UCITS ETF0.390.500.53
94
Large Cap Value EquitiesAGT.L vs PSRF.L
XDEM.L
Xtrackers MSCI World Momentum Factor UCITS ETF 1C0.450.500.51
72
Momentum, Global EquitiesAGT.L vs XDEM.L
SMT.L
Scottish Mortgage Investment Trust plc0.500.540.55
79
Global EquitiesAGT.L vs SMT.L
HMWO.L
HSBC MSCI World UCITS ETF0.530.580.61
78
Global EquitiesAGT.L vs HMWO.L
See all 9 diversifiers for AGT.L

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from AGT.L, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to AGT.L and solid risk/return profiles. The least correlated is Murray International Trust (MYI.L) (Financial Services) with a 1Y correlation of 0.52, roughly unchanged from 0.59 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
MYI.L
Murray International Trust0.520.570.59
93
Financial Services
HRI.L
Herald Investment Trust0.550.560.57
90
Financial Services

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Diversification Analysis

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