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Symphony Response AVI Press Release Response

Letter 2021 August Symphony Response October 2021

Letter 2021 October

Dear fellow long-suffering SIHL Shareholders,

The poor performance of SIHL has gone on long enough. We have two aims and we need your support to make them a reality:

To ensure all shareholders are fully informed as to the stewardship of our Company and the independence of the Board.
To gather together sufficient support (30%, including our own 15.4% stake) to requisition an EGM to remove the current directors and replace them with new directors willing and able to properly represent the interests of shareholders.

Our only concern is to maximise value for the benefit of all shareholders.

Thank you for your ongoing support,
Tom Treanor
Executive Director, Asset Value Investors

AVI Global Trust

Key facts

Total assets:

£1.1 billion*
Launch date:

1 July 1889
Average annual return:

11.9%**
Ongoing Charges Ratio:

0.89%***

* As at 30 April 2022
** Source: Morningstar, performance period 30 June 1985 to 30 April 2022, TR net of fees, GBP
*** As at 30 September 2020, includes: management fee 0.70%, marketing and administration costs

AVI Global Trust p.l.c is referred to as ‘AVI Global’ throughout the website. AVI Global’s investment managers, Asset Value Investors are referred to as ‘AVI’

AVI Global currently conducts its affairs so that its shares can be recommended by Independent Financial Advisers (“IFAs”) in the UK to ordinary retail investors in accordance with the Financial Conduct Authority (“FCA”) rules in relation to non-mainstream investment products and intends to continue to do so. The shares are excluded from the FCA’s restrictions which apply to non-mainstream investment products because they are shares in an authorised investment trust. © AVI Global Trust plc. 2019 Registered in England No: 00028203. An investment company under Section 833 of the Companies Act 2006. Registered Office: Beaufort House, 51 New North Road, Exeter, EX4 4EP. Managed by Asset Value Investors Ltd. which is authorised and regulated by the Financial Conduct Authority. Past performance should not be seen as an indication of future performance. The price of investments and the income may fall as well as rise and investors may not get back the full amount invested. AVI Global uses gearing techniques (leverage) which will exaggerate market movements both down and up which could mean sudden and large falls in market value. Please refer to the Key Features Document for further details of the risks affecting your investment. Performance figures are cumulative and based on Price total return and do not include Plan charges. For more information, please call 03458 500181. Tax treatment depends on the individual circumstances and may be subject to change in the future. Asset Value Investors Ltd do not offer Innovative Finance ISAs.