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Australia Property Securities

Maximising returns from undervalued listed property

Overview

The Martin Currie Australia (MCA) Property Securities strategy invests in a high conviction portfolio of Australian and Asian property and property-related securities.

We aim to provide for investors seeking the long-term capital growth potential of the Value style through an actively managed exposure to property and property-related stock ideas, selected carefully by MCA’s dedicated Real Assets team.

Key Pillars of the Strategy

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.

54984

High conviction portfolio, combining a true to label value approach with risk control

Our best ideas stock ideas are grounded in our fundamental, bottom-up Valuation research. Risk is managed by incorporating our Quality lens.

54985

A proven process, customised to suit the Australian market

We have reflected the Australian market’s deeply ingrained structural inefficiencies into our proprietary multi-lensed investment process.

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 deliver value for listed property security and REIT investors.

Key Information

To provide an after-fee return in excess of the S&P/ASX 300 AREIT Accumulation Index over rolling three-year periods.

Portfolio characteristics Australia Property Securities
Objective Long-Term Growth
Asset Class Listed Real Assets
Style Value
Investable Universe Australian and Asian listed securities
Benchmark S&P/ASX 300 A-REIT Accumulation Index
Market capitalisation All cap
Regional limit Up to 30% in non-ASX securities from Asia ex Japan (including New Zealand)
Sector limit N/A
Security limit ASX listed: Benchmark +6%, no underweight constraint
Non-ASX listed: no more than 7.5%
Number of stocks Typically 20
Portfolio turnover Typically 30% p.a.
Forecast tracking error Typically 3% p.a. (ex ante)
Inception  1 August 1988

Investment team

Marin Currie’s suite of Real Income strategies are managed by the experienced Martin Currie Australia Real Asset team

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.

Andrew Chambers

Andrew Chambers

Job title
Portfolio Manager, Real Assets
Ashton Reid

Ashton Reid, CFA

Job title
Portfolio Manager, Real Assets