Select the options below that best describe your investor status

Select your location  -  

Your location is pre-selected based on your location settings

Select your investor type

You will be able to select an investor type once a location has been selected.

If none of the above applies to you, please go to our corporate site.

Clicking 'Accept and Enter' means you agree to our investing disclaimers.

Our disclaimer policy

Specific disclaimer policies will be shown here once your location and investor type has been selected.

Australia Sustainable Equity

An active pathway to a Sustainable future.

Overview

The Martin Currie Australia Sustainable Equity strategy is designed for investors who increasingly want to contribute to a more Sustainable society, environment, and economy, without forfeiting the financial returns from their investments.  

Our approach is premised on the philosophy that companies should prove to be more successful financially over time if they:

  • can provide Net Sustainability Benefits to society,
  • have a management that focuses on their Sustainability Risks, and
  • has a clearly articulated Pathway towards a sustainable environmental, social & economic future.

Stewardship is, and has always been, a critical element of the Martin Currie Australia investment philosophy. We believe that, as active investors, we can positively influence a company’s pathway to improve their sustainability practices through our Active Ownership activities.

The Martin Currie Australia Sustainable Equity strategy combines our unique multi-lensed research process with proprietary Shadow Carbon Cost assessments and portfolio construction that favours companies that score highly on our Sustainability assessments

By investing in a portfolio of ASX-listed securities with attractive sustainability and financial attributes, we aim to create long-term value for investors and generate healthier outcomes for all stakeholders - such as employees, communities, customers and the broader society.

We believe that there are few peer strategies available in the market that address both Sustainability and long-term financial returns in the way that the Martin Currie Australia Sustainable Equity strategy can.

Key Information

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

Portfolio characteristics Australia Sustainable Equity
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 +/- 11%
Security limit Benchmark +/- 6%
Number of stocks Typically 40
Portfolio turnover Typically 30% p.a.
Forecast tracking error Typically ~3% p.a. (ex-ante)
Inception  18 May 2020

  • "We believe that Financial returns and Sustainability are fundamentally intertwined, and that it is possible to generate both healthier outcomes for stakeholders and long-term investment returns."

Why Invest in Australia Sustainable Equity

Healthier outcomes for stakeholders and long-term investment returns

By investing in a portfolio of ASX-listed securities with the most Sustainable attributes, we can create long-term value for investors and generate healthier outcomes for all stakeholders - such as employees, communities, customers and the broader society

Heritage

Power to influence positive change

To achieve the greatest impact, we are strong believers that Active Ownership should not be outsourced. Engagement and proxy voting is undertaken by those who know the companies best – our experienced team of research analysts and portfolio managers

Heritage

Focus on pathway not history

By not placing undue precedence on a company’s past activities, we can focus on companies who are providing a net benefit to society or are on a pathway toward a more resilient future for sustainability and investment returns


Investment Team

The Sustainable Equity strategy is co-managed by Portfolio Managers Will Baylis and Naomi Bant

The strategy benefits from the close collaboration and deep industry expertise of wider Martin Currie Australia investment team and the broader Martin Currie global investment floor.

Will Baylis

Will Baylis

Job title
Portfolio Manager
Experience
38 years
Naomi Gash

Naomi Bant

Job title
Portfolio Manager & Quantitative Research
Experience
16 years

Related insights