The Board of Franklin Global Trust has announced a potential restructure of the Company. Read the announcement for full details.
Martin Currie Global Portfolio Trust celebrated its 25th anniversary by opening the market at the London Stock Exchange. Over the past quarter-century, the investment trust has consistently delivered positive long-term returns for shareholders, through an actively-managed portfolio of equities.
Launched in 1999, Tony Blair was Prime Minister, the Millenium bug was in the headlines and the Scottish Parliament was opened. In sport, Manchester United famously came from behind to win the UEFA Champions League, the Millenium Stadium was opened in Cardiff, and Paul Lawrie won The Open in a memorable play-off including Jean Van Der Velde.
Since then, global markets have witnessed the ‘Credit Crunch’ and much volatility through tough economic and geo-political environments, combining long bull markets and low interest rates as well as sharp shocks!
Here are five reasons why you might consider investing in Martin Currie Global Portfolio Trust that offers you an easy way to invest in a ready-made portfolio of high-quality growth companies from all around the world.
Martin Currie Global Portfolio Trust has successfully navigated the economic environment, and delivered long-term outperformance for shareholders.
An initial investment of £20,000, the current ISA allowance, would be worth over £153,900 today – this represents a total return of over 669%, well ahead of the company’s benchmark return of nearly 570%. See the chart below for details.
Delivering for shareholders over the long term
Returns since inception
Past performance is not a guide to future returns. The return may increase or decrease as a result of currency fluctuations.
Source: Martin Currie and Morningstar as at 31 August 2024. Bid to bid basis with net income reinvested over the periods shown in £. On 1 February 2020, the company’s benchmark changed from the FTSE World to the MSCI ACWI. These figures do not include the costs of buying and selling shares in an investment trust. If these were included, performance figures would be reduced.
Christopher Metcalfe, Chairman of Martin Currie Global Portfolio Trust, commented:
We are proud to celebrate 25 years on the London Stock Exchange. This milestone reflects our dedication to delivering value for shareholders and our commitment to high standards of stewardship. We look forward to continuing to deliver strong investment returns for decades to come.”
It’s easy to invest in a way that suits you. A range of online platforms and fund supermarkets allow you to trade online, manage your portfolio and buy UK listed shares. These sites do not give you advice, they simply allow you to trade. Many of these sites also offer ‘wrapper’ products like ISAs and pension plans. As individuals’ financial circumstances will differ, we recommend you talk with a qualified financial adviser regarding the options available to you before making investment decisions.
What Are the Risks?
All investments involve risks, including the possible loss of principal. The value of investments can go down as well as up, and investors may not get back the full amount invested. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Special risks are associated with foreign investing, including currency fluctuations, economic instability and political developments.
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. For details of all the risks applicable to GPT, please refer to the Key Information Document, Investor Disclosure Document and the risk section in the Annual Report
Past performance is not an indicator or a guarantee of future performance.
