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This website is intended for, and is relevant to, UK residents only and should not be relied upon by persons of any other jurisdiction.

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We do not give investment advice so you need to decide if an investment is suitable for you. If you are unsure whether to invest, you should contact a financial adviser.

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Kepler report - April 2022

The latest expert review of Martin Currie Global Portfolio Trust.

Read the updated analysis of Martin Currie Global Portfolio Trust by David Johnson, Investment Companies Analyst at Kepler Partners.

“…exposure to strong secular growth may make it an attractive long-term opportunity…”.

STS Edison interview

Download full report

This research note has been commissioned by Martin Currie Global Portfolio Trust from Kepler Partners. The research note does not constitute independent research for the purpose of legal and regulatory requirements and is therefore not subject to the regulatory protections afforded to independent research. In particular, the research note is not subject to any prohibition on dealing and both Kepler Partners and Martin Currie/Franklin Templeton, and their respective staff, may have dealt in the securities discussed in the research note.

Regulatory information and risk warnings

This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’). It does not constitute investment advice.

Past performance is not a guide to future returns. The return may increase or decrease as a result of fluctuations in the markets, in currency and/or in the portfolio.

Full details of the investment trust can be found at: Martin Currie Global Portfolio Trust literature library.

The analysis of Environmental, Social and Governance (ESG) factors form an important part of the investment process and helps inform investment decisions. The investment strategy of the investment trust does not necessarily target particular sustainability outcomes.

Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

The information provided should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the security transactions discussed here were or will prove to be profitable.

Please note that, as the shares in investment trusts are traded on a stockmarket, the share price will fluctuate in accordance with supply and demand and may not reflect the value of underlying net asset value of the shares.

Investment trusts may borrow money in order to make further investments. This is known as 'gearing' and can enhance shareholder returns in rising markets but, conversely, can reduce them in falling markets.