Martin Currie Global Portfolio Trust - Co-manager appointed as part of succession plan
Martin Currie Global Portfolio Trust (MNP) aims to generate long-term capital growth and real dividend growth from a diversified portfolio of high-quality global equities. With a view to succession planning, effective from 30 June 2018, the trust will be co-managed by Zehrid Osmani, working alongside the incumbent manager, Tom Walker. Osmani previously worked at BlackRock and is now head of Martin Currie’s global long-term unconstrained team. He has 21 years’ investment experience. Data from Morningstar show that MNP’s historical investment returns have been achieved with lower volatility compared with the average of its peers in the AIC Global sector. The trust operates a zero discount policy and has a progressive dividend strategy. Its current yield is 1.7%. Changes to MNP’s fee structure will see the annual management charge reduced from 0.5% to 0.4% of NAV with effect from FY19.Martin Currie Global Portfolio Trust is an investment trust company, engaged in managing money for a range of clients. Co.'s investment is focused on selecting stocks through research and constructing portfolios. Co. provides investors access to a portfolio of around 50 companies. Co. invests in global equities for long-term capital growth. Co.'s portfolio of investments span across North America, Europe, Japan, Asia Pacific (excluding Japan), and Middle East. Co.'s investment portfolio includes industry, such as financials, consumer services, technology, healthcare, consumer goods, industrials, telecommunications, basic materials, oil and gas, and utilities.
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