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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.
OUR CAPABILITIES
Available SMA Portfolios
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Equity Income
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.
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Ethical Income
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.
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Value Equity
The Australia Value Equity strategy should be suitable for investors who seek to maximise the longer-term returns of the Value style.
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Active Insights
The Australia Active Insights strategy aims to transform pure fundamental insights into alpha. We aim to provide investors with consistently higher returns than the benchmark throughout market cycles.
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Sustainable Equity
The Australia Sustainable Equity strategy is designed for investors who increasingly want to contribute to a more Sustainable society, environment, and economy, without forfeiting the financial returns from their investments.
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Sustainable Income
The Australia Sustainable Income strategy seeks to provide a growing income stream by investing in a diversified portfolio of ethically screened high-quality companies which have been assessed for their sustainability.
Contact Us
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.
Ross Kent
Investment Client Portfolio Manager
T: +61 (0)3 9017 8629
E: rkent@martincurrie.com.au
Felicity Walsh
Managing Director, Australia and New Zealand
E: Felicity.Walsh@franklintempleton.com
Martin Currie Australia
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Learn more about us as a Leading innovator of Australian Equity, Real Assets and Multi-Asset Strategies.
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Select MCA strategies are also available as Australian unit trusts, mFunds and managed ETFs.