In this special episode of the podcast, Ian and James are joined by Adam Norris, who manages the CT Global Managed Portfolio Trust (LON:CMPG) alongside Paul Green. This trust invests in a range of investment companies, providing investors with exposure to a broad spread of different geographies, sectors, investment styles and investment managers.
Our special guest explains how the trust invests and discusses the benefits of its dual share structure, one for growth investors and one for Income. Adam talks us through the most significant changes made to the portfolios last year.
And he explains why the trust is changing from a single benchmark to three comparators. Furthermore, he talks us through the rationale behind moving from quarterly to monthly dividends from June 2027. Finally, he tells the Sharesify audience why the UK ‘needs a Korea break’.
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Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.
