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Australia Sustainable Equity

An active pathway to a Sustainable future.

Overview

The Martin Currie Australia (MCA) Sustainable Equity strategy invests in a diversified portfolio of ASX-listed equities.

We aim to create long-term value for investors through an actively managed selection of companies which have been assessed using our proprietary approach for understanding sustainability and financial attributes.

This approach results in a portfolio distinct from traditional equity portfolios and sustainability-focused strategies.

Key Pillars of the Strategy

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Proprietary multi-lensed research by an experienced team

The MCA team has over 40 years of experience investing in Australian equities and listed Real Assets using a disciplined and repeatable multi-lensed investment approach.

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A unique approach to Sustainability assessments

We seek companies that provide more benefit than harm to society, have a management that focuses on their sustainability risks, and have a clearly articulated pathway towards a sustainable environmental, social & economic future.

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Fully integrated fundamental Active Ownership approach

Responsibility for Active Ownership lies directly with the research analysts and portfolio managers responsible for making investment decisions.

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A focus on active pathways, rather than exclusions

Rather than excluding companies based on specified activities, we seek out companies who have the ability to improve their sustainable practices and benefit financially as they move forward.

We believe that our long-term track record in alpha generation through varied market cycles demonstrates our ability to deliver for investors who increasingly want to generate healthier outcomes for stakeholders without forfeiting the financial returns from their investments.

Key Information

To provide an after-fee return in excess of the S&P/ASX 200 Accumulation Index over rolling three-year periods.

Portfolio characteristics Australia Sustainable Equity
Objective Long-Term Growth
Asset Class Equities
Style Value
Investable Universe Australian listed securities
Benchmark S&P/ASX 200 Accumulation Index
Market capitalisation All cap
Country limit N/A
Sector limit Benchmark +/- 11%
Security limit Benchmark +/- 6%
Number of stocks Typically 40
Portfolio turnover Typically 30% p.a.
Forecast tracking error Typically ~3% p.a. (ex-ante)
Inception  18 May 2020

Investment team

The Sustainable Equity strategy is co-managed by Portfolio Managers Will Baylis and Naomi Bant

The strategy is supported by the broader MCA investment team through detailed fundamental research analysis across MCA's four research lenses for each company within the investment universe.

In addition, our quantitative research function is continually looking for new ways to improve the investment process and the efficacy of our stock decisions and portfolio risk/return outcomes.

Will Baylis

Will Baylis

Job title
Portfolio Manager
Naomi Bant

Naomi Bant, CFA

Job title
Portfolio Manager & Quantitative Research