Regulatory information

The information and material contained in this website are designed to provide information on Martin Currie and is only directed at eligible Wholesale Institutional investors as noted below.

By accepting where indicated, you hereby acknowledge, agree and represent to Martin Currie that you meet the eligibility criteria, are based in Australia and that you have read and understood the “Legal & Regulatory Information”, which applies to any investment in our products referred to in this website.

Important Information:

Martin Currie Australia is a division of Legg Mason Asset Management Australia Limited (ABN 76 004 835 849). Legg Mason Asset Management Australia Limited holds an Australian Financial Services Licence (AFSL No. AFSL 240827) issued pursuant to the Corporations Act 2001.

Martin Currie Investment Management Limited is authorised and regulated in the UK by the Financial Conduct Authority. The FCA's regulatory regime differs from the Australian regulatory regime.

This material is provided on the basis that you are a wholesale client within the definition of ASIC Class Order 03/1099. Martin Currie is registered as a foreign company under the Corporations Act 2001 (ARBN 131 134 613). It is exempt from the requirement to hold an Australian Financial Services Licence under the Corporations Act 2001 in respect of financial services provided to Australian wholesale clients by virtue of the application of ASIC Class Order 03/1099.

Legg Mason Australia is the Responsible Entity of the Legg Mason Martin Currie Global Emerging Markets (Aus) Fund (ARSN 147 940 467).

Australia Equity Income

The Martin Currie Australia Equity Income strategy seeks to provide a growing income stream by investing in a diversified portfolio of high-quality companies.

Reece Birtles

Chief Investment Officer, Martin Currie Australia discusses the investment philosophy and process.

Strategy introduction

The Martin Currie Australia Equity Income strategy invests in high-quality companies that pay higher income, provide inflation protection and have lower volatility than the share market.

The benchmark unaware portfolio construction, with low security and sector concentrations, avoids income shocks, and greater diversification across economic sectors helps to hedge against inflation / cost of living. It also avoids costly derivatives strategies for income enhancements or capital protection to improve capital growth.

The strategy is designed to extract full benefit of franking credits and maximise after tax income for 0% tax payers.

In this short video, Chief Investment Officer Reece Birtles discusses why we believe our Equity Income strategy can provide a growing income stream.