Australia Ethical Income strategy

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

Martin Currie Australia is a leading innovator of active equity investment solutions, with over 35 years of history investing in Australian equities on behalf of both domestic and international clients.

INVESTMENT PHILOSOPHY

Our approach is premised on the philosophy that high-quality companies that have solid earnings can sustain dividends, match rises in the cost of living and are likely to be less volatile than the wider equity market.  

We rely on our complementary fundamental and quantitative research, and our collective insights into the current investment landscape, to identify opportunities.

MARTIN CURRIE AUSTRALIA FOR ETHICAL INCOME


Client driven ethical screens

  • Ethical values screens – for business involvement in unethical industries
  • ESG Impact screens – for assessment of poor corporate behaviour
  • Severe business controversies identified

Growing income stream

  • Aims to deliver an attractive and growing income stream by investing in ethically screened high quality Australian companies, with lower volatility than the share market
  • Avoids costly derivatives strategies for income enhancements or capital protection to improve capital growth

Income focussed portfolio construction

  • Benchmark unaware portfolio construction, with low security and sector concentrations to avoid income shocks
  • Diversification across economic sectors to hedge against inflation / cost of living

After tax efficiency

  • Designed to extract full benefit of franking credits and maximise after tax income for 0% tax payers
  • Low turnover

Deep resources and insights

  • Captures in-depth fundamental and qualitative insights from MCA’s long-serving 18-member investment team

Forward looking insights drive security selection

  • Benefits from our collective insights into the current investment landscape
  • Looks through the short-term market noise with a focus on the long-term normalised earnings power of companies
  • ESG embedded into the investment process
  • Powerful combination of four different investment lenses – quality, value, direction and sustainable dividend – provides a broad perspective of security expected returns