Chief Investment Officer, Martin Currie Australia discusses the investment philosophy and process.
The Martin Currie Australia Ethical Income strategy accommodates client-driven ethical values screens that identify and assess business involvement in unethical industries, and ESG impact screen for poor corporate behaviour and severe business controversies.
The 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 Ethical Income strategy can provide a growing income stream.