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.