Key facts

The Martin Currie Global Equity Income strategy aims to deliver rising income and capital appreciation over the long term by investing in undervalued, growing companies that can generate excess returns on invested capital.

The strategy offers a high-conviction portfolio of the most attractive opportunities offering both rising income and capital appreciation. It is this combination of portfolio-manager talent and sophisticated investment-risk analysis within the disciplined framework of our investment process that we believe allows us to exploit market inefficiencies and generate consistent and predictable outperformance.

Portfolio characteristics Global Equity Income
Performance objective To achieve income, with the potential for capital growth over the long term by investing in securities of companies listed globally
Market capitalisation Large- and Mid-cap
Sector/country allocations As a result of stock selection managed within factor risk analysis
Number of stocks 35-55
Maximum absolute stock weight 7%
Portfolio turnover Low - expected turnover c.35% per annum
Factor risk profile Low relative R-squared
High active share
Neutral beta
Inception 1 November 2010
Strategy insight Download Global Equity Income Strategy Insight

The characteristics shown are guidelines only and not hard limits.