Edison Analyzes Franklin Global Trust Transformation

On April 17, 2025, Edison Investment Research released a report on Franklin Global Trust (FRGT), previously known as the Martin Currie Global Portfolio Trust. The name change took effect on April 16, 2025. Under the management of Zehrid Osmani since 2018, the trust will transition to Franklin Equity Group, enhancing its research resources. Despite the transition, the trust’s team and investment strategy remain consistent.

Franklin Equity Group, with over $137 billion in assets as of February 2025, emphasizes growth in high-demand sectors like technology and healthcare. This aligns with FRGT's focus on innovative companies with significant growth potential. Additionally, the trust has announced a revision of its fee structure to remain competitive and boost shareholder value.