Australia Ethical Income

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.

Reece Birtles Play Play Video
Reece Birtles

Chief Investment Officer, Martin Currie Australia discusses the investment philosophy and process.

Strategy introduction

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.

View [About Australia Ethical Income strategy]

About Australia Ethical Income strategy

About Ethical Income

We accommodate 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.

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View [Australia Ethical Income investment team]

Australia Investment team

Investment Team

Our Ethical Income portfolio managers Reece Birtles and Will Baylis are supported by a dedicated team of investment professionals with significant skills and expertise across fundamental and quantitative research.

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View [Australia Ethical Income strategy key facts]

Australia Ethical Income strategy

Key facts

Powerful combination of four different investment lenses – quality, value, direction and sustainable dividend – provides a broad perspective of security expected returns.

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