Welcome to Franklin Global Trust

A bright future for the company under a new name.

Franklin Global Trust is the new name for Martin Currie Global Portfolio Trust. The new name reflects some exciting developments at our investment manager.

Why is the name changing?

A decision has been taken to retire Martin Currie’s brand and the Trust’s investment team will align with the Franklin Equity Group (FEG).  And the new name reflects that alignment.  The investment team, led by Portfolio Manager, Zehrid Osmani, will now join a larger research team with some exceptional expertise and access.

Core philosophy and investment approach remains

The heart of the product remains the same – a highly differentiated, quality growth portfolio of 25-40 companies, specially selected for their long-term growth potential.

Joining Franklin Equity Group: enhanced research resources 

With more than US$136billion in assets under management ⁽¹⁾, FEG offers in-depth expertise in managing global, U.S. and sector-specific strategies across the style and capitalisation spectrum.  Known for its active, research-driven approach, the group specialises in growth, value, and sector-focused strategies across global and regional markets.

As part of Franklin Equity Group, Zehrid and his team of nine will benefit from a larger global research platform, joining another 65 investment professionals, including sector specialists in San Mateo, New York, London, and Edinburgh. This broader expertise will strengthen the team’s ability to identify quality growth opportunities, aiming to deliver long-term outperformance for shareholders in Franklin Global Trust.

Zehrid Osmani, Manager of the Franklin Global Trust, commented:

The collaboration with FEG’s highly regarded experts - particularly from its Silicon Valley-based team at a centre of global innovation - strengthens our ability to uncover quality growth opportunities in transformative sectors like technology, healthcare, and beyond. This will permit us to harness innovative companies, whilst avoiding companies that face disruption risk in fast-paced economies. 

Lower fee announced: more good news for shareholders

The Trust recently announced a cut in the investment management fee from 0.45% to 0.40% of net asset value per annum, effective 1 March 2025. This further underlines the ongoing focus on delivering value for shareholders.

Join us on the next stage of the journey

This transition outlines the Trust’s ongoing commitment to identifying innovative, high-growth companies. FEG’s focus on high-growth sectors such as technology and healthcare aligns seamlessly with the Trust’s strategy, enhancing its ability to identify companies that prioritise capital growth and long-term innovation.