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Overview
The Martin Currie Australia Diversified Growth strategy is designed as a 70% growth asset / 30% defensive asset allocation option with the aim to produce superior medium-term returns.
We have put Australian accumulation clients at the heart of product design for the Martin Currie Australia Diversified Growth strategy.
We have found that typical balanced fund’s high allocations to global equities and global fixed income are not tax effective for Australian superannuation and pension investors. Furthermore, passive approaches to asset allocation are ineffective as they do not consider factor risk exposures and current investment landscape.
The Diversified Growth strategy benefits from Martin Currie Australia's 40+ year pedigree in active asset allocation for balanced funds, and gathers the investment capabilities of dedicated, experienced investment managers and strategies into one portfolio.
Combining a strong mix of fundamental research skills, quantitative analysis experience and market expertise, the strategy seeks to optimally allocate assets across a range of Australian and global equity, real asset, fixed income and cash strategies based on the most attractive expected returns.
The systematic portfolio construction model using unit trusts allows the strategy to quickly take advantage of market mispricings and capture outperformance in a cost-effective manner.
Key Information
To provide an after-fee return in excess of the Composite Benchmark over rolling three-year periods.
Portfolio characteristics | Australia Diversified Growth |
---|---|
Objective | Long-Term Growth |
Asset Class | Multi-asset |
Style | Value |
Investable Universe |
Australian and global listed equities Australian and global listed real assets Australian and global fixed income Derivatives Cash |
Benchmark | Composite Benchmark* |
Inception | 1 May 1974 |
*Benchmark:
- 35%: S&P/ASX 200 Accumulation Index
- 23%: MSCI All Country (ex Australia) World Index
- 13%: 50% S&P/ASX A-REIT 300 Index /50% S&P/ASX Infrastructure Index
- 12%: Bloomberg AusBond Composite Bond Index
- 12%: Barclays Capital Global Aggregate Index, hedged into Australian Dollars
- 5%: Bloomberg AusBond Bank Bill Index
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"We continually assesses the expected returns of a range of specialist assets classes using forward looking internal rates of return and scenario testing, and optimally position the portfolio to capture outperformance."