Report

Review: Selecting for quality and growth

Martin Currie Global Portfolio Trust (MNP) invests in larger-cap companies selected for their quality, solid growth potential and attractive valuation. Long-term relative performance during manager Tom Walker’s 15-year tenure has been strong and risk-adjusted returns over one, three and five years have been ahead of the global sector average. The yield remains above the peer group average, with the dividend maintained or increased each year since inception. The adoption of a zero discount policy in 2013 has enhanced liquidity and led to the shares trading close to NAV.
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.

Provider
Edison Investment Research
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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