Every material Form 8-K ROYCE GLOBAL TRUST, INC. has filed with the SEC since February 19, 2021, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Royce Global Trust disclosed in a July 15, 2024 press release that Chuck Royce, founder of Royce Investment Partners, will move to a Senior Advisor role effective September 30, 2024, ending his day-to-day portfolio management duties. Chuck Royce will transition off the portfolio management of Royce Global Trust, with Steven McBoyle named portfolio manager of the trust as part of the changes.
Chuck Royce becomes Senior Advisor effective September 30, 2024, after ending day-to-day portfolio management
Steven McBoyle will become portfolio manager of Royce Global Trust, effective after the close of business on September 30, 2024
Changes affect multiple funds, including Royce Small-Cap Fund and Royce Premier Fund, with transitions on July 31 and September 30, 2024
Royce says it added 15 investment professionals over the last five years
The board of Royce Global Value Trust approved reducing the fund's required non-U.S. equity allocation from 65% to 40% of net assets, effective on or about May 1, 2021. The fund said the change gives its adviser, Royce Investment Partners, flexibility to bring the fund's U.S. and non-U.S. allocation closer to its benchmark index.
Board approved the change on February 18, 2021
Required minimum in companies headquartered in at least three countries outside the U.S. cut from 65% to 40% of net assets
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