Edison Investment Research - Martin Currie Global portfolio Tst (MNP) Martin Currie Global Portfolio Trust - Performance returning to positive historical form

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Edison Investment Research

Pedro Fonseca

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

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.

12/07/2023 1 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 - Performance returning to positive historical form

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

Datatec - FY24 underlying EPS more than doubles y-o-y

Pan American Silver - La Arena divestment

SenSen Networks - Time to scale

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