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Australia Dynamic Value

Helping investors benefit from variances in the Value cycle

Overview

The Martin Currie Australia (MCA) Dynamic Value strategy invests in a diversified portfolio of ASX-listed equities, based on allocations to our style-factor neutral Active Insights strategy and our flagship true to label Value Equity strategy.

We aim to provide the opportunity for investors to benefit from the variances in the Value cycle, at the right time and with the right risk profile.

By incorporating the portfolio into an existing Australian equity Core/Blend and Value-style allocation, we believe that MCA Dynamic Value offers benefits distinct from traditional equity portfolios and value-focused strategies:

Key Pillars of the Strategy

54990

A solution to help navigate the market’s style cycles

We help investors to navigate the market’s value cycles, determining when to underweight or overweight the Value-style at the appropriate point in the Value/Growth cycle.

54991

Dynamic style-neutral and Value-style exposures in one portfolio

We have combined the benefits of our style-factor neutral Active Insights strategy and our flagship true to label Value Equity strategy in a single diversified portfolio of ASX-listed equities.

54992

A fundamentally-driven switching signal

Our assessment of the expected market style environment is driven by more than 20 years of fundamental analyst insight.

300

Proprietary multi-lensed research by an experienced team

The MCA team has over 40 years of experience investing in Australian equities and listed Real Assets using a disciplined and repeatable multi-lensed investment approach.

300

Fully integrated fundamental Active Ownership approach

Responsibility for Active Ownership lies directly with the research analysts and portfolio managers responsible for making investment decisions.

We believe that our long-term track record in alpha generation through varied market cycles demonstrates our ability to steer clients' assets through the market’s style cycles more carefully and strategically, in a transparent and cost-effective manner.

Key Information

To provide an after-fee return in excess of the S&P/ASX 200 Accumulation index over rolling three to five-year periods.

Portfolio characteristics Australia Dynamic Value
Objective Long-Term Growth
Asset Class Equities
Style Value
Investable Universe Australian listed securities
Benchmark S&P/ASX 200 Accumulation Index
Market capitalisation All cap
Country limit N/A
Sector limit Benchmark +/- 12%
Security limit Benchmark +/- 7%
Number of stocks Typically 30-60
Portfolio turnover Typically 35% p.a.
Forecast tracking error Typically 3.5% p.a.
Inception  1 April 2013

Investment team

The Dynamic Value strategy is co-managed by Reece Birtles and Matthew Davison.

The strategy is supported by the broader MCA investment team through detailed fundamental research analysis across MCA's four research lenses for each company within the investment universe.

In addition, our quantitative research function is continually looking for new ways to improve the investment process and the efficacy of our stock decisions and portfolio risk/return outcomes.

Reece Birtles

Reece Birtles, CFA

Job title
Chief Investment Officer, Australia
Matt Davison

Matthew Davison

Job title
Portfolio Manager