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Hello it's Zehrid Osmani, Portfolio Manager of the Martin Currie Global Portfolio Trust.Today we're discussing ESG, our ESG focus, our proprietary ESG risk assessments, our leadership in ESG and six differentiators we have.
Firstly, we're the only company in the AIC global sector to be awarded the highest Morningstar sustainability rating of five globes,
Secondly, the trust is in the top two percent of all the products categorised by Morningstar's global equity logic.
Thirdly, we have a proprietary ESG risk assessment framework that we're running on every company we're researching. These are 52 parameters that we're assessing across governance and sustainability, to have consistent structure and in-depth analysis across all of those and to ensure that we're putting our clients’ assets in companies that are well-governed and have sustainable business models.
Fourth, we are top-rated in terms of social factors by Morningstar, we have an important additional focus on social exploitation risks, these are an additional 22 parameters that we're assessing against every company, to ensure that we're putting our clients’ assets and companies with low social exploitation risks.
Fifth, we are top rated by the PRI, Triple A+ rated for the fourth year in a row and top ninth percentile in terms of active ownership, which highlights the active engagements that we're involving in as part of our stewardship of the companies that we're invested in.
And finally, the trust has a low carbon emission designation and contributes to a fraction of the carbon emissions of the market, all of which highlights the importance, when looking at the Martin Currie Global Portfolio Trust, of a trust that's focusing on companies with quality growth exposure, structural growth profiles and importantly sustainable business models, that fair well within our proprietary ESG risk assessments.
Thank you for listening, it's Zehrid Osmani, Portfolio Manager of the Martin Currie Global Portfolio Trust.
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.
The opinions contained in this document are those of the named manager(s). They may not necessarily represent the views of other Martin Currie managers, strategies or funds.
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.