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AI brief of an SEC Form 8-K · ROYCE GLOBAL TRUST, INC. (RGT)

Royce Global Value Trust lowers non-U.S. investment minimum from 65% to 40% of net assets

Neutral Impact 3 of 5 other Written later

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.

Key points

  • 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
  • Change effective on or about May 1, 2021
  • Fund issued a press release on February 19, 2021

The filing

CompanyROYCE GLOBAL TRUST, INC. (RGT)
Form8-K, current report
Filed with the SECFeb 19, 2021, 4:32 PM ET
Accession number0000949377-21-000040

Items reported: 8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 19, 2021.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.