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Martin Currie Australia Separately Managed Accounts

Flexible access to Martin Currie Australia’s actively managed fundamental insights

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 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.

Our team has a proven track record of working closely with clients and SMA providers on concentrated investment options since 2015. Benefits may include:


Transparent access to Martin Currie Australia's proven investment process, fundamental insights and active ownership.


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.


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.


Systematic rebalancing provides balance between alpha, risk, turnover and cost.

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 December 2024. Based on representative MCA portfolios and un-audited SMA model portfolios. For illustrative purposes only.