Martin Currie Global Portfolio Trust

LN: MNP

£243.9m market cap

292.5p last close

Martin Currie Global Portfolio Trust’s objective is to achieve long-term capital growth in excess of the capital return of the benchmark FTSE World index by investing in a diversified portfolio of international quoted investments.

Investment summary

Martin Currie Global Portfolio Trust’s (MNP) investment performance has improved considerably following the appointment of Zehrid Osmani as lead manager on 1 October 2018. However, he remains vigilant, continuing to seek long-term, attractive investment opportunities. The trust’s more concentrated portfolio contains the manager’s highest-conviction ideas, and is constructed without reference to the FTSE World index benchmark. Part of the in-depth fundamental research process involves focusing on three long-term megatrends: the future of technology, demographic change and resource scarcity. MNP is a member of the large AIC Global sector; while the peers follow different mandates, the trust’s pure equity, fundamental investment approach has proved successful and MNP is ranked second out of 16 funds over the last 12 months.

Share price graph
Price performance
%
1m
3m
12m
Actual 5.0 (0.7) 19.4
Relative* 4.1 (2.1) 15.1
52-week high/low 309.5p/228.5p
*% relative to local index
Key management
Neil Gaskell Chairman
Christopher Pyrkosz Head of Investment Trust Marketing
Tom Walker Fund manager

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