Key facts

The Martin Currie Australia Core Equity strategy seeks to provide consistently higher returns than the benchmark throughout market cycles, without the risk of style-biased strategies, by investing in a diversified portfolio of securities based on a deep understanding of each company’s valuation, direction and quality.

We combine our extensive fundamental research into long-term normalised earnings power, quantitative research and disciplined portfolio construction to produce an optimal balance between portfolio returns and active risk.

Portfolio characteristics Australia Core Equity
Benchmark S&P/ASX 200 Accumulation Index
Performance objective The strategy seeks to earn an after fee return in excess of the S&P/ASX 200 Accumulation Index over rolling three-year periods
Investable universe Australian listed securities / all-cap
Tracking error Typically 2% to 3% p.a. (ex ante)
Sector limits Benchmark +/- 6%
Number of securities 45-70
Security limits Benchmark +/- 4%
Portfolio turnover Typically 45%
Risk profile Medium to high
Inception 1 April 1982
Strategy insight Download Australia Core Equity Insight

The characteristics shown are guidelines only and not hard limits.