Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Legg Mason Martin Currie Global Div Opps A USD Dis

Ranked 60 out of 99 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Alan Porter

Alan Porter is currently an equity fund manager at Martin Currie having joined the company in 2008. Prior to this, he was a fund manager at Scottish Amicable Investment Managers and Hill Samuel Asset Management, Vice President at Schroders Salomon Smith Barney and an analyst at Insight Investment and BlueSilver Alternative. Alan hails from Perth and gained a degree in Philosophy from the University of Durham. He also holds the ASIP designation. Away from the office, Alan enjoys golf, rugby, movies and music.

Mark Whitehead

Mark Whitehead is currently a fund manager at Legg Mason where he joined from Sarasin & Partners LLP in 2016. Mark was born in London in 1975. He attended Newcastle University where he gained a BSc degree in Farm Business Management. He started his career at Natwest Stockbrokers in 1998 as a private client investment assistant before joining Gerard Group, formerly Capel Cure Sharpe, in 1999 as an investment manager. Outside the office, Mark lists shooting, walking, fly fishing, art, music and the cinema/theatre as his interests.

Objective

The Funds investment objective is to produce both an income and capital appreciation over the long term by investing in dividend paying companies which may be listed or traded on Regulated Markets anywhere in the world. The Fund will invest at least 80% of its Net Asset Value in equity securities.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.9%
2018 5.4% 3.0% -13.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Malta
  3. United Kingdom

Fund Info

  • Launch date01/03/2018
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN IE00BF5G9Z58

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).