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Martin Currie Global Portfolio Trust
11 June 2024
Manager ‘sticking to his knitting’; positive outlook
Martin Currie Global Portfolio Trust (MNP) has been managed by Zehrid Osmani since October 2018. He runs a high-conviction, relatively concentrated portfolio...
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SDCL Energy Efficiency Income Trust
10 June 2024
Answering five key investor questions
In this note we examine five key questions investors have raised regarding SDCL Energy Efficiency Income Trust (SEEIT), prior to the release of its full-year...
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Invesco Asia Trust
4 June 2024
Patiently waiting for re-rating of Chinese equities
Invesco Asia Trust (IAT) posted a one-year NAV total return (TR) to end-May 2024 of 3.8%, below its benchmark return of 8.7%, as some of IAT’s Chinese...
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