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GKAT
+1.24 · +3.07%
$41.65 · NYSE

Scharf Global Opportunity ETF (GKAT) ETF Analysis | Global Large-Stock Value

Scharf Investments · USA
AUM:$155.4M
#– of – in Global Large-Stock Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.0% over the past year, showing positive momentum.

What is GKAT?

The fund primarily invests in U. equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
GKAT delivered 17.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 42.7% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 0.23% — modest income alongside capital growth potential.
ETF Information
AUM$155.4M
Expense Ratio0.00%
Dividend Yield0.23%
Holdings42
Inception DateOct 2014
Domicile–
Distribution–
Index–
ProviderScharf Investments
Beta0.90
CategoryGlobal Large-Stock Value
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.7%
1Y
+20.1%
3Y
+20.4%
5Y
+20.4%
OpenBook InsightIf you had invested £10,000 in GKAT 5 years ago, it would have grown to £12,041 — a gain of £2,041.

Annual Returns

Calendar year performance

GKAT delivered positive returns in 2 of the last 2 calendar years.
YearGKAT
2026 YTD+13.2%
2025+6.0%
2/2 positive yearsAvg return: +9.6%Worst year: +6.0% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.3%
Low
Momentum
+6.6%
30-day change
Support Level
44.79
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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