Martin Currie Global Portfolio Trust Share Price (MNP)

Lancebombadier,
Yes, I have been in this particular currie since the first week of January.
The upshot is that I am somewhat adrift.
If this trend continues for months and months then perhaps we need to be considering our relationship with our managers.
Temple Bar has recently brought in new managers in an attempt to revive matters, so far it has worked a charm.

At the moment they seem to be underweight in most things.
Maybe we need new managers.

Not very satisfactory.

Good luck . I have followed this for years as I said and have always rated the managers as they have changed from time to time . A good solid trust with a reassuring defensive attitude .

lancebombadier,
Yes, I am in MNP since the beginning of the week.
You must have been in for about fifty years, rather wonderful in its way.

Anyone out there ? I have been buying this from its inception and indeed from when it was Scottish Eastern (I think from about 1989 ) It has been extraordinary in its resilience to all the headwinds and I wonder if there are any other posters with it ?

Current portfolio positioning: Mildly defensive MNP is managed predominantly bottom-up and there has been little change in the positioning of the portfolio, from a thematic perspective, during the past six months. The exception is Financials, which remain MNP’s largest active underweight, where the manager has added selectively to banks, particularly in the US, where he has seen balance sheet improvements and an improved earnings outlook. All other changes have been entirely stock specific. MNP remains underweight in consumer goods, consumer services and remains marginally underweight healthcare. Overweight sectors remain unchanged although telecommunications, and oil & gas have been reduced to marginal overweights where as industrials, technology and basic materials are now more substantial overweights. Overall MNP retains a mildly more defensive allocation.