Oct 10 2024 9 mins 1
In this episode, our director of content, investment trusts Milosz Papst delves into the Martin Currie Global Portfolio Trust (MNP) and its global high-conviction portfolio of quality growth companies. He explains the trust’s bottom-up three-stage investment process and how it translates into distinct portfolio characteristics and performance compared to its benchmark. He elaborates on the three important growth trends identified by the manager. He also discusses the trust’s recently published results for the six-months ending July 2024, including major positive and negative performance contributors. Finally, he talks about the company’s zero-discount policy.
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'Uncovering Trusts': is a podcast run by Edison analysts released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.
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