Overview
Martin Currie Global Portfolio’s objective is to achieve long-term capital growth by investing in a diversified portfolio of international companies with the aim of beating the FTSE World Index.
The investment manager’s investment process is focused on selecting stocks through analysis of proven long-term drivers behind share price movements of quality, value, growth and change
We have written notes that explain how the fund works:
- March 2017, published in March 2017, snapshot of Marten Currie’s closed-end funds
You can access the manager’s website here
Research History
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26 Apr 2024 11 min read
QuotedData’s Investment Companies Quarterly Review – First quarter of 2024
First quarter of 2024 Investment Companies | Quarterly roundup | April 2023 Kindly sponsored by abrdn Equity rally belies difficult quarter for sector 2024 started on strong footing, with global equities (as measured by the MSCI All Countries World Index) rallying 9.2% over the first three months (in sterling terms). However, while there some standouts […]
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17 Oct 2023 14 min read
QuotedData’s Investment Companies Quarterly Review – Third Quarter 2023
Third quarter of 2023 Investment Companies | Quarterly roundup | October 2023 Kindly sponsored by abrdn ‘Uncomfortable’ Following a fast start to the first half of the year, globally equities took a breather in Q3, as markets assessed the implications of the worst bond sell-off in a generation. Yields on 10-year US treasuries and UK […]
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13 Oct 2023 10 min read
QuotedData’s Investment Companies Roundup – October 2023
October 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in September 2023 September was defined by the ongoing US bond selloff, with global markets trending down in sympathy. Investment trust returns were negative on average for the month, although several sectors still achieved positive returns. The Royalties sector was the […]
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06 Oct 2022 111 min read
QuotedData’s Economic and Political Monthly Roundup October 2022
Economic and Political Monthly Roundup Investment companies | Monthly | October 2022 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to […]
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09 Oct 2020 7 min read
QuotedData’s Economic Roundup – October 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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08 May 2019 4 min read
QuotedData’s economic roundup – May 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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04 Apr 2019 1 min read
QuotedData’s investment companies roundup – April 2019
QuotedData’s investment companies roundup – April 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of March 2019. Kindly sponsored by Baillie Gifford. JPMorgan Indian, India Capital Growth, Aberdeen New India and Ashoka India Equity Investment […]
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12 Oct 2018 1 min read
QuotedData’s Economic round up – October 2018
QuotedData’s Economic round up – October 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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11 May 2018 1 min read
QuotedData’s Economic round up – May 2018
QuotedData’s economic round up – May 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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18 Apr 2018 1 min read
QuotedData’s investment companies roundup – April 2018
QuotedData investment companies roundup – April 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of March 2018. Kindly sponsored by Baillie Gifford. Stock markets have suffered their first meaningful fall for nearly two years. At the quarter end, […]
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1 min read
QuotedData’s Economic round up – April 2018
QuotedData’s economic round up – April 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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18 Jan 2018 1 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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12 Oct 2017 1 min read
QuotedData’s economic round up – October 2017
QuotedData’s economic round up – October 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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14 Sep 2017 2 min read
QuotedData’s economic round up – September 2017
QuotedData’s economic round up – September 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to […]
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03 Aug 2017 2 min read
QuotedData’s economic round up – August 2017
QuotedData’s economic round up – August 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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12 Jul 2017 2 min read
QuotedData’s economic round up – July 2017
QuotedData’s economic round up – July 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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14 Jun 2017 1 min read
QuotedData’s economic round up – June 2017
QuotedData’s economic round up – June 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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16 May 2017 1 min read
QuotedData’s economic round up – May 2017
QuotedData’s economic round up – May 2017 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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10 Apr 2017 1 min read
QuotedData’s round up of views on the global economy – April 2017
A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned. Kindly sponsored […]
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1 min read
QuotedData investment companies roundup – April 2017
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2017. Kindly sponsored by Baillie Gifford. April Investment Companies Roundup
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15 Mar 2017 1 min read
QuotedData’s round up of views on the global economy – March 2017
A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned. Kindly sponsored […]
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13 Mar 2017 2 min read
Martin Currie Closed-End Funds Snapshot
Martin Currie Closed-End Funds Snapshot – In this publication, Martin & Co takes a look at Edinburgh-based fund manager, Martin Currie and provide a snapshot of its three investment trusts – Securities Trust of Scotland (STS), Martin Currie Global Portfolio (MNP) and Martin Currie Asia Unconstrained (MCP).Preview Changes (opens in a new window) Securities Trust of […]
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2 min read
Martin Currie Closed-End Funds Snapshot
In this publication, we take a look at Edinburgh-based fund manager, Martin Currie and provide a snapshot of its three investment trusts – Securities Trust of Scotland (STS), Martin Currie Global Portfolio (MNP) and Martin Currie Asia Unconstrained (MCP). Securities Trust of Scotland Mark Whitehead became the manager of Securities Trust of Scotland’s portfolio in […]
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13 Oct 2016 1 min read
QuotedData’s round up of views on the global economy – October 2016
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. october-economic-and-political-roundup
News
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24 Apr 2024 3 min read
Nvidia bet pays off for Martin Currie Global Portfolio
Martin Currie Global Portfolio managed to beat the return on the MSCI All Country World Index over the 12 months ended 31 January 2024, returning 11.2% to the index’s 10.9%. A stable discount (the result of its zero dividend discount mechanism) meant that the return to shareholders was 11.1%. The company declared dividends totaling 4.2p […]
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11 Apr 2023 2 min read
MNP remains committed to its growth style despite a difficult year
Martin Currie Global Portfolio (MNP) has recently released its annual results, for the financial year ending 31 January 2023. Over the 12 month period MNP reported a NAV total return of -8.8%, compared to the 0.3% return of its benchmark index, the MSCI ACWI. MNP also reported a share price total return of -9.3%. MNP’s […]
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05 Jul 2022 1 min read
QuotedData’s morning briefing 5 July 2022
In QuotedData’s morning briefing 5 July 2022: NextEnergy Solar Fund (NESF) has signed a two-year extension to its existing £70m revolving credit facility (RCF) with Santander UK. The revised facility comes with a margin of 160bps (1.6%) over SONIA, including an uncommitted option to extend the facility term for an additional twelve months if required. […]
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20 Sep 2021 3 min read
QuotedData’s morning briefing 20 September 2021
In QuotedData’s morning briefing 20 September 2021: Ecofin US Renewables Infrastructure (RNEW) has completed its acquisition of Echo Solar Portfolio’s largest asset, which it signed an agreement to acquire in July. The portfolio includes 12 solar photovoltaic projects, which are at construction stage and are expected to be completed and to commence operations in phases […]
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22 Apr 2021 2 min read
Martin Currie Portfolio manager earned his fee last year
Martin Currie Portfolio manager earned his fee last year – Martin Currie Global Portfolio Trust has published results covering the 12 months ended 31 January 2021 and they are good. The NAV total return was 20.2% and the share price total return 20.5%, both of which compare well with a benchmark total return of +12.3%. Revenue […]
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09 Feb 2021 1 min read
QuotedData’s morning briefing 9 February 2021
In QuotedData’s morning briefing 9 February 2021 Nippon Active Capital looks to have scored a win as Mr. Shintaro Matsuki, President of Sakai Ovex Co., Ltd, using a special purpose company, Sakai Textile Co., Ltd., has launched a tender offer at ¥ 2,850 per common share for all of the outstanding equity capital of Sakai Ovex. […]
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01 Feb 2021 1 min read
QuotedData’s morning briefing 1 February 2021
In QuotedData’s morning briefing 1 February 2021 – BlackRock Income and Growth (BRIG) reported annual results to 31 October 2020. During the year the company’s NAV per share returned -16.7%. At the share price level, the company returned -14.8% over the period. As at 28 January 2021, since the year-end BRIG’s NAV and share price have […]
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19 Jan 2021 1 min read
Martin Currie Global Portfolio cuts fee
Martin Currie Global Portfolio cuts fee – The board of Martin Currie Global Portfolio Trust says that, following a review, it has agreed with Martin Currie Investment Management, the manager, that, with effect from 1 February 2021, the performance fee arrangement will be discontinued and the investment management fee amended from 0.4% to 0.5% per year […]
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24 Nov 2020 1 min read
QuotedData’s morning briefing 24 November 2020
In QuotedData’s morning briefing 24 November 2020: Gore Street Energy Storage says its Drumkee project, a 50MW installed capacity project located in Northern Ireland, has been energised on schedule. Drumkee is now the largest energy storage project in Ireland. Mullavilly, Gore Street’s second 50MW Northern Irish project, is expected to be energised in December. Both Drumkee and […]
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14 Sep 2020 1 min read
QuotedData’s morning briefing 14 September 2020
In QuotedData’s morning briefing 14 September 2020:: Martin Currie Global Portfolio (MNP) held up well over its interim results period to 30 June 2020, delivering a total NAV return of 8.4%. The result was well ahead of MNP’s benchmark, at 0.2%. MNP sits in the global sector, with healthcare and technology making up about half of […]
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14 Apr 2020 2 min read
Martin Currie Global portfolio holding up well
Martin Currie Global portfolio holding up well – since turning out a decent set of results for the year ended 31 January 2020, Martin Currie Global Portfolio has extended its run of outperformance by falling much less than its benchmark index since COVID-19 hit. For the year ended 31 January 2020, the trust generated a […]
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08 Sep 2016 1 min read
Martin Currie Global Portfolio held back by holding in L Brands, amongst others
Martin Currie Global Portfolio has announced results for the six months ended 31 July 2016. It underperformed its benchmark, the FTSE World Index, over this period. Its net asset value increased by 17.6% on a total return basis and the share price total return was 19.8%, compared to the benchmark return of 20.3%. The total dividend for […]
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29 Mar 2016 3 min read
Martin Currie Global’s modest outperformance has been driven by stock selection
Martin Currie Global Portfolio has announced its annual results for the year ended 31 January 2016. During the period, which the trust’s chairman describes as one that, “has been exceptionally challenging for global stockmarkets with significant economic and political uncertainty resulting in periods of unusual volatility”, the trust’s NAV total return was 0.9% compared with […]
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25 Sep 2015 1 min read
Martin Currie Global Portfolio first half benefits from BG bid
Martin Currie Global Portfolio generated a 2.2% return on net assets over the six month period ended 31 July 2015 – a bit better than its benchmark, the FTSE World Index, which returned 1.9%. the discount widened slightly however and the return to shareholders was 1.2%. The quarterly dividends total 1.8p for the first half – same […]
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30 Mar 2015 1 min read
Martin Currie Global dips into reserves to grow dividend
Martin Currie Global Portfolio results for the year ended 31 January 2015 have been released. They show the fund underperforming its benchmark, the FTSE World Index, a bit in net asset value terms – returning 16.1% vs. 17.3% – but marginally outperforming in share price terms – +17.4%.The dividend was increased from 4p to 4.1p but this was […]
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04 Apr 2014 1 min read
Martin Currie Global Portfolio : MNP – results
Martin Currie Global Portfolio underperformed its benchmark over the year to the end of January 2014 as the net asset value total return was 8.1% and the FTSE World Index return was 10.5%. The discount narrowed however so the share price total return was 9.8%. Dividends, now paid quarterly, totalled 4p for the year, 2.6% […]
Upcoming Events
In The Press
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03 Oct 2023 1 min read
Concentrated portfolios: 11 funds and trusts favoured by the pros
by Jennifer Hill from interactive investor, 3rd October 2023: As the old adage goes, one must concentrate to build wealth and then diversify to protect wealth. However, the benefits of diversification can diminish rapidly after you reach around 30 stocks. This concept can be traced back to a paper published by Lawrence Fisher and James […]
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04 Nov 2019 1 min read
Investment trust insider on Martin Currie Portfolio
Investment trust insider on Martin Currie Portfolio – James Carthew: new manager Osmani lifts Global Portfolio This week I wanted to have a look at one of the more successful global investment trusts over the past year, but first I thought I would address the dire state of the new issue market. Investors may be transfixed […]
