Separately Managed Accounts
At Martin Currie Australia (MCA), we believe that flexibility is necessary to help our clients pursue their financial goals. Alongside Australian unit trusts, mFunds and managed ETFs, we also offer a range of our actively managed fundamental strategies via our concentrated Separately Managed Accounts (SMA) portfolios. SMAs offer a range of client benefits including beneficial ownership, diversification, tax optimization, portability, transparency and low-cost implementation.
Why invest via a Martin Currie Australia SMA?
Our team has a proven track record of working closely with clients and SMA providers on concentrated investment options since 2015. Benefits may include:
|Performance, risk and portfolio characteristics that closely emulate the track record of our existing vehicles.
|Transparent access to Martin Currie Australia's proven investment process, fundamental insights and active ownership.
|Experienced fundamental oversight.
|Systematic rebalancing provides balance between alpha, risk, turnover and cost.
|Ability to further customise portfolios to suit specific client needs.
|Ability to use as a stand-alone strategy or as a fundamental complement to a diversified portfolio.
Our portfolios typically hold 25 -35 stocks and can also be further customised for different risk appetites, factor,, exposures and usage.
Past performance is not a guide to future returns.
These numbers do not represent the performance of an actual portfolio and should not be considered as an indication of future returns.
Source: Martin Currie Australia, FactSet; as of 31 March 2023. Based on representative MCA portfolios and un-audited SMA model portfolios. For illustrative purposes only.
Available SMA Portfolios
The Australia Equity Income strategy seeks to provide a high, stable and growing income stream by investing in a diversified benchmark-unaware portfolio of high-quality, income-paying securities.
The Australia Ethical Income strategy seeks to provide a high, stable and growing income stream by investing in a diversified benchmark-unaware portfolio of high-quality, income-paying securities while accommodating for client-driven ethical values.
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements, adding an MCA SMA portfolio to a new IDPS, or for more information on our broader investment capabilities.