Initiation: Unconstrained approach to Asian growth
Martin Currie Pacific Trust (MCP) has undergone a transformation from a relative return, pan-Asia-Pacific strategy to an unconstrained mandate focused on providing long-term returns commensurate with nominal GDP growth in Asia (ex-Japan). It is the only UK retail fund offering exposure to Martin Currie’s Asia Long-Term Unconstrained (ALTU) investment process, which seeks to identify the region’s 20-30 most sustainable businesses using an in-depth forensic accounting approach. If the ALTU strategy can maintain its strong performance record, then MCP investors also stand to benefit from a narrowing of the discount, which is probably still influenced by the trust’s lacklustre performance under its previous approach.Martin Currie Asia Unconstrained Trust, as an investment trust, is a U.K. closed end public limited company which invests in a portfolio of assets.
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