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Overview
The Martin Currie European Long-Term Unconstrained (ELTU) strategy invests in 20-40 quality growth companies and aims to provide long-term growth over a 5-10-year investment horizon.
Quality growth companies have hard to replicate competitive advantages as defined by low disruption risk, pricing power, strong ESG credentials and high management quality, and we believe can deliver long-term growth through their compounding potential. ESG analysis is fully integrated into the strategy, with a proprietary risk assessment of material governance and sustainability factors, combined with a deeper dive on social exploitation.
Our three long-term mega trends of Demographic Changes, the Future of Technology and Resource Scarcity, guide our proprietary fundamental research and portfolio construction. This allows us to invest on a multi-decade investment horizon to meet client requirements for consistent returns.
Key Information
Long-Term capital appreciation
Portfolio characteristics | European Long-Term Unconstrained |
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Objective | Long-Term Growth |
Asset Class | Equities |
Style | Quality / Growth |
Investable Universe | Europe |
Benchmark | Unconstrained |
Market capitalisation | Mid- and Large-Cap |
Country limit | Unconstrained |
Sector limit | Unconstrained |
Number of stocks | 20-40 |
Portfolio turnover | < 25% per annum |
Maximum active stock weight | 10% |
Inception | November 2018 |
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"We focus on quality growth businesses with good compounding characteristics."