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Martin Currie Australia awarded Equity Income mandate

Martin Currie Australia has been selected to manage an Equity Income mandate available on the Colonial First State FirstChoice platform.

"We are pleased to be awarded this mandate and recognised for our expertise in managing income-generating funds," Franklin Templeton Managing Director, Australia and New Zealand, Felicity Walsh, said.

The appointment follows the announcement in April that the incumbent manager - First Sentier Investors (FSI) - would close all its Australian-based global credit, Australian fixed income, equity income and emerging companies’ teams.

"This appointment is a testament to the Martin Currie team’s unique investment approach that aligns stock selection and portfolio construction with the income needs of Australian clients, " Walsh said.

The Martin Currie Equity Income Fund has a Recommended rating from Lonsec and a Highly Recommended rating from Zenith. It seeks to provide an after-tax income yield above the S&P/ASX 200 Index yield and grow that income above the rate of inflation.

"The Martin Currie Equity Income Fund aims to identify the most attractive income opportunities by combining extensive bottom-up fundamental and quantitative research with disciplined portfolio construction," Reece Birtles, Chief Investment Officer at Martin Currie Australia, said."We also manage it in a tax-aware manner to maximise the benefit from franking credits for investors with a low or zero marginal tax rate," he added.

Martin Currie embeds an "active ownership" approach into the investment process. In its engagement with companies the fund manager focusses on both materiality and ESG outcomes at the companies it invests in.

"We believe ESG analysis, engagement and voting should be done by those making investment decisions rather than being outsourced. Our research analysts and portfolio managers are best equipped to understand the ESG risks, opportunities, and impacts facing the companies they invest in, " Birtles said.

Learn more about the the Equity Income strategy here.

Important Information

About Franklin Templeton

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organisation with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers boutique specialisation on a global scale, bringing extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and approximately A$2.0 trillion in funds under management as of 30 June 2022.

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This publication is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision. Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations and Product Interventions Powers requirements, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via or by calling 1800 673 776. Issued by Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827). Copyright © 2022. Franklin Templeton Australia Limited. All rights reserved.