Review on Martin Currie Global Portfolio Trust

Martin Currie Global Portfolio Tst

07 August 2023

 

London, UK, 7 August 2023

Edison issues review on Martin Currie Global Portfolio Trust (MNP)

Martin Currie Global Portfolio Trust's (MNP's) relative performance is back on track following a tough 2022, when investors favoured value and cyclical companies rather than growth businesses. Manager Zehrid Osmani has remained disciplined, seeking high-quality, long-term growth companies, and has retained his five- to 10-year investment horizon. Over the last decade, the trust has generated robust double-digit absolute annual NAV and share price total returns of 10.3% and 10.6% respectively. Within the AIC Global sector, MNP's NAV total returns are above average over the last one and five years.

MNP is a straightforward equity fund with no unlisted businesses or derivatives. The board also employs a zero-discount policy aiming to ensure that, in normal market conditions, the trust's shares trade close to NAV. Hence, despite above-average stock market volatility, MNP is the fund in the AIC Global sector that is trading closest to its NAV.

  
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