Martin Currie Australia strategies
Since our genesis in 1949 as Australia's first merchant bank, Australian United Corporation, Martin Currie Australia (MCA) has enjoyed a long history in active funds management.
Today, as part of the broader Martin Currie business, and as a Specialist Investment Manager (SIM) within Franklin Resources Inc., we have evolved into a A$6 billion* manager of Australian Equity, Listed Real Asset and Multi-Asset strategies
Our consistent investment philosophy and process is applied to an extensive range of investment products, and we are keenly focused on building tailored investment options aligned to client needs.
Australian Reporting Season Wrap - Surviving the profit downturn
This August, the Australian reporting season revealed critical signals and fundamental information to help investors reposition their portfolios for this contractionary economic environment.
Pathway to 2030 Forum: Net Zero in the Real World
Watch investors, sustainability experts and leading ASX-listed companies explore the real investment implications from the transition towards Net Zero.
FUNDAMENTAL INSIGHTS FOR TARGETED CLIENT OUTCOMES
Whether we are providing a sufficient retirement income stream, wealth accumulating portfolios with differing risk profiles, portfolios with client-specific exclusions or low carbon, we believe that flexibility is necessary to help our clients pursue their financial goals.
Stewardship is a critical element of our investment philosophy across all our strategies, and our Active Ownership approach, which includes ESG integration, engagement and voting, is embedded directly into our investment process.
Australia Value Equity
Active value focus for long-term capital growth.
Australia Sustainable Equity
An active pathway to a Sustainable future.
Australia Active Insights
A fundamental, factor neutral equities solution.
Asia Pacific Urban Trends Income
Liquid, transparent and low volatility income solution.
Meet the investment team
Based in Melbourne and led by CIO Reece Birtles, MCA’s team of specialist investment analysts are solely focussed on using proprietary, bottom-up fundamental research to generate the best ideas for an extensive range of tailored investment options.
The MCA investment team fosters a passion for combining investment excellence, innovative client focussed outcomes and a growth mindset. Each of our investment strategies benefits from this learning approach, the close collaboration of the well-resourced and experienced MCA investment team.
LISTED REAL ASSETS
Blending the best listed Real Asset opportunities across Infrastructure, Utilities and REITs.
Martin Currie’s suite of Real Asset strategies are managed by a specialised listed Real Asset team within the broader MCA investment team.
How will spending the government stimulus help improve earnings growth outlooks for Australian companies? What will the end of lockdowns mean for Value style investors?
- Date published
- 30 Sep 2021
In this time of COVID-19, it is even more important that we continue our steadfast focus on active ownership.
- Date published
- 24 Aug 2020
What does stewardship mean to Martin Currie? How has the Stewardship & ESG focus developed over time? What is Martin Currie’s role with the PRI? How do you translate SDGs (Sustainable Development Goals) and climate change theory into investment returns
- Date published
- 18 Aug 2020
Investment Capabilities Brochure
An introduction to MCA, a leading innovator of Australian Equity and Real Asset and Multi-Assets strategies
Active Ownership brochure
Our wider purpose of Investing to Improve Lives is embedded deeply into MCA investment decision making
Stewardship Matters Magazine
Active ownership is central to our approach a meaningful difference.
MCA Voting Disclosure Report
Quarterly Voting records for clients who have delegated voting authority to MCA.