Regulatory information

The information and material contained in this website are designed to provide information on Martin Currie and is only directed at Institutional Investors and Consultants in the United Kingdom (UK).

By accepting where indicated, you hereby acknowledge, agree and represent to Martin Currie that you are eligible by confirming that you are based in the UK, you are an authorised to conduct regulated activities in the UK 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:

The information contained within this website does not constitute an offer of or an invitation to apply for securities:

In any jurisdiction where such offer or invitation is unlawful or

In which the person making such offer is not qualified to do so or

To whom it is unlawful to make such offer or solicitation.

Martin Currie Investment Management Limited is authorised and regulated in the UK by the Financial Conduct Authority.

The distribution of this information in written format is restricted to the UK. The information contained in this site has been compiled with considerable care to ensure its accuracy at the date of publication. But no representation or warranty, express or implied, is made to its accuracy or completeness. Any research or analysis contained in this website has been procured by Martin Currie for its own use. It is provided to you only incidentally, and any opinions expressed are subject to change without notice.

Key facts

The Martin Currie Australia Core Equity strategy seeks to provide consistently higher returns than the index throughout market cycles, without the risk of style-biased strategies, by investing in a diversified portfolio of securities based on a deep understanding of each company’s valuation, direction and quality.

We combine our extensive fundamental research into long-term normalised earnings power, quantitative research and disciplined portfolio construction to produce an optimal balance between portfolio returns and active risk.

Portfolio characteristics	Australia Core Equity
Benchmark	S&P/ASX 200 Accumulation Index
Performance objective	The strategy seeks to earn an after fee return in excess of the S&P/ASX 200 Accumulation Index over rolling three-year periods
Investable universe	Australian listed securities / all-cap
Tracking error	Typically 2% to 3% p.a. (ex ante)
Sector limits	Benchmark +/- 6%
Number of securities	45-70
Security limits	Benchmark +/- 4%
Portfolio turnover	Typically 45%
Risk profile	Medium to high
Inception	1 April 1982
Strategy insight	Download Australia Core Equity Insight

The characteristics shown are guidelines only and not hard limits.

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