Martin Currie Global Portfolio Trust has been awarded an Elite Rating from FundCalibre the leading independent fund rating agency. Their mission is to provide investors with a trusted resource for identifying top-quality portfolios to help their investment decision making.
FundCalibre maintains a pure philosophy where a fund is either good enough for the Elite Rating or it isn't. No more than 10% of funds in any sector can achieve this rating, ensuring that the standard carries significant value and reflects exceptional quality.
Zehrid Osmani, Portfolio Manager commented: “We are delighted the Trust has been recognised in this way and achieved an Elite rating from FundCalibre. Their reputation stands out in the sector and this award offers a valuable quality mark for investors in a crowded market.
An Elite Rating sets Martin Currie Global Portfolio Trust provides investors with added confidence that the portfolio has passed FundCalibre’s rigorous evaluation criteria and is recognised as top-tier by an independent and trusted authority.”
Read FunCalibre’s analysis - Martin Currie Global Portfolio Trust | FundCalibre
Important Legal Information
This information is issued and approved by Franklin Templeton Investment Management Limited (FTIML). It does not constitute investment advice.
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. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or 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.
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 analysis of Environmental, Social and Governance (ESG) factors form an important part of the investment process and helps inform investment decisions. The strategy does not necessarily target particular sustainability outcomes.
Shares in investment trusts are traded on a stock market and 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. 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.