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Overview
The strategy seeks to provide capital growth by investing in a select group of businesses in this fast growing and rapidly changing region. Our approach is to construct a focused portfolio consisting of companies that offer an attractive combination of quality, growth and valuation.
We invest for the long-term, paying close attention to the governance profile of companies. This is combined with risk-aware portfolio construction focused on high-conviction active positions.
Key Information
Portfolio characteristics | Southeast Asia |
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Objective | Long-Term Growth |
Asset Class | Equities |
Style | Core |
Investable Universe | Asia |
Benchmark | MSCI ASEAN |
Performance objective | Outperform the MSCI ASEAN on a rolling five year basis |
Market capitalisation | All-Cap |
Sector/country allocations | As a result of stock selection, managed within factor risk analysis |
Country allocations | Index +/-15% |
Number of stocks | Typical range 40-70 |
Maximum active stock weight | Index + 5% |
Inception | September 2017* |
*Martin Currie assumed management of the strategy on 1 August 2017, the performance start date of 1 September 2017 reflects the period to reposition the portfolio from the previous investment manager.
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"To minimise value destruction resulting from poor corporate capital allocation decisions, we pay close attention to the governance profile of a company."
Andrew Graham, Head of Asia