We believe fundamental research is the most effective method to identify these high-quality opportunities, and that by combining bottom-up stockpicking with skilled portfolio construction we can deliver consistent risk-adjusted returns for our clients.
Introducing Franklin Equity Group – innovation-led investing
Based in Silicon Valley, Franklin Equity Group (FEG) brings a strong innovation bias and decades of investment expertise, investing across company lifecycles to capture long-term growth. With over 70 investment professionals and US$139 billion in assets under management (as at 31 December 2024), the group combines deep research capabilities with a global perspective.
Hello Franklin Global Trust! The new name for Martin Currie Global Portfolio Trust
Since its inception in 1999, the Trust (known as Martin Currie Global Portfolio Trust) was managed by Martin Currie, the Edinburgh-based equity investment house. With the retirement of the Martin Currie brand in July 2025, the experienced investment team transitioned to Franklin Equity Group - a move that reflects a strong alignment in long-term, high-conviction investment philosophy.
The collaboration with FEG’s highly regarded experts - particularly from its Silicon Valley-based team at a centre of global innovation - strengthens the team’s ability to uncover quality growth opportunities in transformative sectors like technology, healthcare, and beyond. The name Franklin Global Trust, introduced in April 2025, reflects that exciting development.
Think: Franklin Global Trust
Franklin Global Trust is managed by Franklin Equity Group who are active equity specialists, crafting high-conviction portfolios for client-focused solutions
Central to Franklin Equity Group's investment philosophy is the belief that equity markets undervalue companies that deliver growth through sustainable long-term value creation. We believe that the very best way to capture returns for our clients is to invest for the long term by identifying high-quality opportunities at sensible valuations.
So how do we go about this?
Fundamental research
Dynamic risk
Overlaying all of this is an independent and dynamic risk function that enables an optimum risk allocation, with all portfolios continuously monitored for correlated, unintended and excessive risk.
Stewardship
Effective stewardship of capital is at the heart of our client proposition. Central to this is a highly differentiated approach to ESG analysis which is embedded in every part of the investment process. From this we gain a holistic view of investee companies and an insight into their culture.
Awards & Ratings
Past performance is no guarantee of future results.
For the purposes of the UK Sustainability Disclosure Requirements, a sustainable investment label helps investors find products that have a specific sustainability objective. This Company does not have a UK sustainable investment label because it does not have a specific sustainability objective.
All Morningstar data © September 2024 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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Important Legal Information
This marketing material is intended to be of general interest only and does not constitute legal or tax advice nor is it an offer for shares or invitation to apply for shares of Franklin Global Trust. Nothing in this document should be construed as investment advice. Opinions expressed are the author’s at publication date and they are subject to change without prior notice. Subscriptions to shares in Franklin Global Trust can only be made on the basis of the Investor Disclosure and Key Information Documents, accompanied by the latest available audited annual report and the latest semi-annual report if published thereafter.
Shares in investment trusts are traded on a stockmarket, the share price of which will fluctuate in accordance with supply and demand and may not reflect the value of underlying net asset value of the shares. Depending on market conditions and market sentiment, the spread between purchase and sale price can be wide. As with all stock exchange investments the value of investment trust share purchases will immediately fall by the difference between the buying and selling prices, the bid-offer spread. The value of investments and the income from them may go down as well as up and is not guaranteed. An investor may not get back the amount originally invested.
There is no guarantee Franklin Global Trust will meet its objective. The value of shares in Franklin Global Trust and income received from it can go down as well as up, and investors may not get back the full amount invested. Past performance is not an indicator or a guarantee of future performance. References to industries, sectors or companies are for general information and are not necessarily indicative of GPT’s holding at any one time.
For details of all the risks applicable to Franklin Global Trust, please refer to the Key Information Document, Investor Disclosure Document and the risk section in the Annual Report. These documents can be found on our website: www.martincurrieglobal.com or can be obtained, free of charge from the address below. US Persons are not eligible to invest in Franklin Global Trust. Shares of Franklin Global Trust are available for sale on the London stock exchange.
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. The majority of charges will be deducted from the capital of the company. This will constrain capital growth of the company in order to maintain the income streams.
Any research and analysis contained in this document has been procured by Martin Currie/Franklin Templeton for its own purposes and is provided to you only incidentally. References to indices are made for comparative purposes only and are provided to represent the investment environment existing during the time periods shown. Indices are unmanaged, and one cannot invest directly in an index. They do not reflect any fees, expenses or sales charges. Important data provider notices and terms are available at www.franklintempletondataresources.com. All index data is provided “as is.”