Franklin Global Trust (ticker: FRGT) was launched in 1999 as Martin Currie Portfolio. Initially, it had a significant UK equity bias, but since 2011, it has been managed as a global equity trust. Zehrid Osmani became the lead manager in 2019, taking over from Tom Walker, who had looked after the portfolio since 2000. Osmani is focused on quality growth and ESG, and the portfolio moved from around 50 positions to a more concentrated level of around 30. It outperformed in the years ending January 2020 and 2021, but has underperformed significantly since then, partly thanks to being underweight t...
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One of the lesser-known 'quality growth' vehicles in the Global sector is Martin Currie Global Portfolio. It's been a very good performer since Zehrid Osmani became its lead manager just over three years ago although, like many such funds, it has lagged a little in 2021. As well as boasting a low fee and a zero discount policy, it has largely steered clear of the mega-cap US tech stocks although it does hold Microsoft, so it may appeal to investors looking for growth while also wanting a little diversification.
Martin Currie, the manager of Martin Currie Global Portfolio, was formed in 1881 ...
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