The Board of Franklin Global Trust has announced a potential restructure of the Company. Read the announcement for full details.
With the UK’s tax burden set to reach its highest level since the Second World War, individuals could face higher personal taxes in the years ahead. This makes tax-efficient investing more important than ever.
Individual Savings Accounts (ISAs) allow you to invest up to £20,000 in the 2024/25 tax year, shielding your gains from both income and capital gains tax. But remember - if you don’t use your annual allowance before 5 April 2025, you lose it.
To make the most of this opportunity, it’s important to choose investments with strong long-term growth potential. That’s where Martin Currie Global Portfolio Trust (GPT) comes in.
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.
For those looking to invest their ISA allowance wisely, Martin Currie Global Portfolio Trust offers a ready-made, high-conviction portfolio of 30 high-quality global companies, hand-picked for their long-term growth potential.
With a pure focus on global equities, we have the freedom to invest in the best ideas, wherever they are in the world - identifying companies with strong cash flows, pricing power, market leadership and sustainable competitive advantages.
The portfolio includes world-class companies such as:
Discover the full portfolio and explore the opportunities within GPT at Mutual Funds | Investments | Martin Currie Global Portfolio Trust.
STOCK STORY
Ferrari, an iconic Italian sports car manufacturer, has a strong brand and pricing power, attracting investments since 2019.
GPT has been awarded an Elite rating by FundCalibre and holds a 5-globe sustainability rating from Morningstar*, making it a compelling choice for investors seeking quality and responsibility.
There are multiple ways to invest in Martin Currie Global Portfolio Trust while benefiting from tax advantages:
Allowances for 2024/25 – deadline 5 April 2025.
Standard Pension (SIPP)
(or 100% of earnings if lower)
Allowances for 2024/25 – deadline 5 April 2025
Allowances for 2024/25 – deadline 5 April 2025
With a rising tax burden, making the most of tax-efficient investment options can help protect your wealth and maximise returns.
By taking advantage of your allowances now, you can invest more effectively - whether for your own future or for the next generation.
Helping the next generation get ahead
It’s not just your own tax allowances that matter - children have them too. Junior ISAs and Junior SIPPs offer a great way to start investing early, giving younger generations a head start on financial security.
Parents, grandparents, and family members can invest on a child’s behalf, helping to build a long-term investment pot. Money in a Junior ISA can’t be accessed until the child turns 18, at which point it automatically converts into an adult ISA. A Junior SIPP is locked away until retirement, making it a future-proof way to build wealth over time.
You can invest in Martin Currie Global Portfolio Trust through a range of online platforms and fund supermarkets that offer tax-efficient wrappers like ISAs and pensions. As tax rules can change and benefits depend on personal circumstances, we recommend seeking financial advice before making investment decisions.
Don’t let your 2024/25 ISA allowance go to waste - act before 5 April 2025!
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.
This information is issued and approved by Franklin Templeton Investment Management Limited (FTIML). It does not constitute investment advice.
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.
There is no assurance that any projection, estimate or forecast will be realised.
Logos are trademarks of their respective owners and should not be deemed a sponsor of, or recommendation for, any Franklin Templeton product or service.
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 the underlying net asset value of the shares. The majority of charges will be deducted from the capital of the company. This will constrain the capital growth of the company in order to maintain the income streams.
