Clough Global Opportunities Fund (GLO)
4.96
+0.01
(+0.20%)
USD |
NYAM |
Apr 16, 11:54
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 5.71% | -18.05% | 258.91M | 142234.2 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 11.68% | 115.0% | -59.47M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund's investment objective is to provide a high level of total return. The Fund seeks to pursue this objective by applying a fundamental research driven investment process and will invest in equity securities of companies of any market capitalization and equity‐related securities, including equity swaps and call options, as well as fixed income securities, including both corporate and sovereign debt, in both U.S. and non‐U.S. markets. There is no assurance that the Fund will achieve its investment objective. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Tactical Allocation |
| Category Index | Morningstar Mod Agg Tgt Risk TR USD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Multi-Asset Global |
| Fund Owner Firm Name | Clough Capital Partners L.P. |
| Prospectus Benchmark Index | |
| Bloomberg Barclays U.S. Aggregate (USD) | 25.00% |
| MSCI World Index USD | 75.00% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Charles Clough | 17.95 yrs |
| Bill Whelan | 0.42 yrs |
Performance Versus Category
As of April 15, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 15, 2024.
Basic Info
| Investment Strategy | |
| The Fund's investment objective is to provide a high level of total return. The Fund seeks to pursue this objective by applying a fundamental research driven investment process and will invest in equity securities of companies of any market capitalization and equity‐related securities, including equity swaps and call options, as well as fixed income securities, including both corporate and sovereign debt, in both U.S. and non‐U.S. markets. There is no assurance that the Fund will achieve its investment objective. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Tactical Allocation |
| Category Index | Morningstar Mod Agg Tgt Risk TR USD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Multi-Asset Global |
| Fund Owner Firm Name | Clough Capital Partners L.P. |
| Prospectus Benchmark Index | |
| Bloomberg Barclays U.S. Aggregate (USD) | 25.00% |
| MSCI World Index USD | 75.00% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Charles Clough | 17.95 yrs |
| Bill Whelan | 0.42 yrs |