Edison Investment Research - Martin Currie Global portfolio Tst (MNP) Martin Currie Global Portfolio Trust - Enhanced process driving outperformance

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Edison Investment Research

Pedro Fonseca

Martin Currie Global Portfolio Trust - Enhanced process driving outperformance

Martin Currie Global Portfolio Trust (MNP) has been managed by Zehrid Osmani since 1 October 2018. He has refined the investment process, taking fundamental analysis deeper, aiming to enhance stock selection and the trustâ€™s returns, and says that advanced risk analytics enable the portfolio to be managed in a more accurate way. The manager aims to build a high-conviction, but diversified fund of quality stocks in terms of superior top-line, profit and free cash flow growth, with high returns on capital, and room for further improvement. Whatever the market environment, Osmani is confident on MNPâ€™s prospects versus the benchmark on a five-year view.

16/12/2019 11 EN

Underlying

Martin Currie Global portfolio Tst

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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GB0005372411 London Stock Exchange United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Pedro Fonseca

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Martin Currie Global Portfolio Trust - High-quality equity offering in an uncertain world

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Martin Currie Global Portfolio Trust - Enhanced process driving outperformance

Edison issues review on Martin Currie Global Portfolio Trust (MNP): High-quality equity offering in an uncertain world

Martin Currie Global Portfolio Trust - High-quality equity offering in an uncertain world

Martin Currie Global Portfolio Trust - Performance returning to positive historical form

discoverIE Group - FY24 EPS in line; good margin progress

Ultimovacs - Steadfast commitment to UV1 progression

OSE Immunotherapeutics - AbbVie deal clears antitrust hurdle

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