Key facts

The Martin Currie Australian Small Companies strategy seeks to provide high returns by investing in a diversified portfolio of investments that range from early stage, high growth emerging businesses through to companies building a sustainable competitive advantage, industry disrupters and established businesses with turnaround potential.

We combine our extensive fundamental research into long-term normalised earnings power, quantitative research and disciplined portfolio construction to produce a portfolio of securities that capture the prevailing investment opportunities.

Portfolio characteristics Australia Small Companies
Benchmark S&P/ASX Small Ordinaries Accumulation Index
Performance objective The strategy aims earn an after fee return in excess of the S&P/ASX Small Ordinaries Accumulation Index over rolling three year periods
Investable universe Australian listed securities / small-cap
Tracking error Typically 6% p.a. (ex-ante)
Sector limits Benchmark +/- 15%
Number of securities 40-60
Security limits Benchmark +/- 7%
Portfolio turnover Typically 25% p.a.
Risk profile High
Inception 1 July 1996
Strategy insight Download Australia Small Companies Insight

The characteristics shown are guidelines only and not hard limits.