Key facts

The Martin Currie Greater China strategy is a high conviction, low turnover portfolio, managed within a strong risk framework that focuses on long-term stock driven performance and not short-term macro trends.

Harnessing the full resources of an integrated and experienced investment floor the strategy brings together regional and sector specialists to create the optimum combination of our very best stock ideas. By creating a stock-driven portfolio, based on deep fundamental research, we aim to deliver superior, long-term outperformance regardless of the macro environment.

Portfolio characteristics Greater China
Benchmark MSCI Golden Dragon
Performance objective Outperformance target of MSCI Golden Dragon index plus 3% p.a. (gross) over rolling three years.
Market capitalisation All-cap
Sector/country allocations As a result of stock selection managed within factor risk analysis
Number of stocks 40-50
Maximum active stock weight 5%
Portfolio turnover Low - expected turnover c.30 - 40% per annum
Factor risk profile Low relative R-squared

High active share

Neutral beta
Inception 19 September 2003