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Global Long-Term Unconstrained

Alpha generation - Investing in the world’s strongest companies.

Overview

The Martin Currie Global Long-Term Unconstrained (GLTU) strategy invests in 20-40 quality growth companies and aims to provide long-term growth over a 5-10-year investment horizon.

Quality growth companies have hard to replicate competitive advantages as defined by low disruption risk, pricing power, strong ESG credentials and high management quality, and we believe can deliver long-term growth through their compounding potential. ESG analysis is fully integrated into the strategy, with a proprietary risk assessment of material governance and sustainability factors, combined with a deeper dive on social exploitation.

Our three long-term mega trends of Demographic Changes, the Future of Technology and Resource Scarcity, guide our proprietary fundamental research and portfolio construction. This allows us to invest on multi-decade investment horizon to meet client requirements for sustainable long-term returns.

Key Information

Long-Term capital appreciation

Portfolio characteristics Global Long-Term Unconstrained
Objective Long-Term Growth
Asset Class Equities
Style Quality / Growth
Investable Universe Global
Benchmark Unconstrained
Market capitalisation Mid- and Large-Cap
Country limit Unconstrained
Sector limit Unconstrained
Number of stocks 20-40
Portfolio turnover < 25% per annum
Maximum active stock weight 10%
Inception  June 2016

Why invest in Global Long-Term Unconstrained

Heritage

Quality growth to compound returns

Reduced risk of permanent capital loss and sustainable returns - our long-term investment horizon allows these companies to realise their compounding potential.

Heritage

Innovative portfolio construction

Focused on five areas: geographic revenue and profit, long-term thematics, company classification, industry lifecycles and end user market exposure - aiding the portfolio’s diversity, risk management and the capture of long-term growth.

Heritage

Long-term structural growth

Three megatrends of Demographic Changes, Future of Technology and Resource Scarcity aligned to a world transitioning towards sustainability

Investment strategy

Investment team

Led by Zehrid Osmani, the team combine experience of portfolio management, specialist sector research and accountancy to identify long-term value creation.

Zehrid Osmani

Zehrid Osmani

Job title
Head of Global Long-Term Unconstrained
Amanda Whitecross

Amanda Whitecross

Job title
Senior Portfolio Manager
Yulia Hostede

Yulia Hofstede

Job title
Portfolio Manager
Robbie McNab

Robbie McNab, CFA

Job title
Senior Portfolio Manager
Sam Cottrell

Sam Cottrell, CFA

Job title
Portfolio Manager
Anna Shevkunova

Anna Shevkunova

Job title
Investment Analyst
Johnathan Regan

Jonathan Regan, CFA

Job title
Portfolio Manager
Anna Shevkunova

Jackie Cui

Job title
Investment Analyst

Aminah Ahmad

Job title
Investment Analyst

Kiranjot Grewal

Job title
Investment Analyst

Our capabilities

We offer access to the strategy via segregated accounts and separately managed accounts. Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements.

Mel Bucher

Mel Bucher

Mel Bucher

Mel Bucher

Head of Global Distribution

T: +44 (0) 758 414 7720
E: mbucher@martincurrie.com

Danni Yang

Danni Yang

Danni Yang

Danni Yang

Client Portfolio Manager, Global Long-Term Unconstrained

T: +44 (0) 7826548065
E: dyang@martincurrie.com

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Important information

This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.

The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.

Past performance is not a guide to future returns.

The distribution of specific products is restricted in certain jurisdictions, investors should be aware of these restrictions before requesting further specific information.

The views expressed are opinions of the portfolio managers as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.

The analysis of Environmental, Social and Governance (ESG) factors forms an important part of the investment process and helps inform investment decisions. The strategy/ies do not necessarily target particular sustainability outcomes.

Risk warnings – Investors should also be aware of the following risk factors which may be applicable to the strategy shown in this document.

  • Investing in foreign markets introduces a risk where adverse movements in currency exchange rates could result in a decrease in the value of your investment.
  • This strategy may hold a limited number of investments. If one of these investments falls in value this can have a greater impact on the strategy’s value than if it held a larger number of investments.
  • Smaller companies may be riskier and their shares may be less liquid than larger companies, meaning that their share price may be more volatile.
  • Emerging markets or less developed countries may face more political, economic or structural challenges than developed countries. Accordingly, investment in emerging markets is generally characterised by higher levels of risk than investment in fully developed markets.
  • The strategy may invest in derivatives, Index futures and FX forwards to obtain, increase or reduce exposure to underlying assets.
  • The use of derivatives may result in greater fluctuations of returns due to the value of the derivative not moving in line with the underlying assets. Certain types of derivatives can be difficult to purchase or sell in certain market conditions.