CT Global outperforms benchmark, is "well set" for future returns

Fri, 30th Jan 2026 15:33

(Alliance News) - CT Global Managed Portfolio Trust PLC on Friday reported an increased net asset value for the end of its latest six months, against a backdrop of "notable resilience" during the calendar year.

The Edinburgh-based investment manager reported a NAV total return per Income share of plus 12% for the half-year ended November 30, beating the FTSE All-Share Index's plus 11.8% return.

The total return for Growth shares was plus 12% for the six months, also outperforming the FTSE All-Share Index.

CT Global's NAV per Income share was 122.73 pence as of November 30, up from 113.25p one year prior. NAV per Growth share decreased to 264.16p from 265.86p.

The FTSE All-Share surpassed CT Global, however, in total return per Growth share over the 15 years to November 30. The benchmark return was plus 214% or plus 7.9% compound per year. CT Global reported a 209% or plus 7.8% compound per year.

On Friday afternoon in London, CT Global's Income shares were up 0.5% at 127.19p. Growth shares were 0.9% higher at 316.82p.

"These six months saw strong returns across equity and bond markets as worries over a global trade war dissipated," Chair David Warnock commented. "This is mostly thanks to the initial level of tariffs announced by President Trump back in April being watered down and a number of 'trade deals' being announced between the US and its trading partners."

Looking ahead, Warnock continued: "The global economy demonstrated notable resilience throughout 2025, and we expect the coming year to be characterised by an effort to 'extend the cycle', supported by both fiscal and monetary policy measures aimed at sustaining growth at or slightly above 2025 levels."

He added: "The board and manager continue to believe the portfolios comprise high class investment companies, diversified across geography and investment style and are well set to deliver future shareholder returns."

By Emma Curzon, Alliance News reporter

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