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 Ethical Income strategy seeks to provide a growing income stream by investing in a diversified portfolio of ethically screened high-quality companies.

We combine our extensive fundamental research into long-term normalised earnings power, quantitative research and disciplined portfolio construction to produce a diversified portfolio of securities that pays higher income and provides inflation protection.

Portfolio characteristics	Australia Ethical Income
Benchmark	No formal benchmark. S&P/ASX 200 Accumulation Index may be used for comparison (over periods longer than 5 years)
Performance objective	The strategy aims to provide an after tax yield above the S&P/ASX 200 Index and to provide income stream growth above inflation
Investable universe	Australian listed securities / all-cap
Tracking error	We do not target tracking error but total risk outcome is typically 90% of the market
Sector limits	Absolute 25%
Number of stocks	40-60
Security limits	Absolute 6%
Portfolio turnover	Typically 25% p.a.
Risk profile	Medium
Inception	8 December 2015
Strategy insight	Download Australia Ethical Income Insight

The characteristics shown are guidelines only and not hard limits.

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