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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 |
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"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
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
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 Strategy
The strategy aims to create long-term value for investors through:
- High conviction, sustainable portfolio – A portfolio of ASX-listed securities with attractive sustainability and financial attributes
- Proven investment process – Proprietary multi-lensed investment approach provides a broad perspective of expected risk and return
- Proprietary carbon cost impact assessment – Quantifying carbon transition risk and opportunity
- Fundamental active ownership - Purposeful engagement with companies and client advocacy through proxy voting - influencing companies to make positive change.
- Experienced stock pickers with long term track record - Deep industry experience generating ‘active insights’
Read more about why the Martin Currie Australia Sustainable Equity strategy seeks to provide an active pathway to a sustainable future in the Strategy Guide.

Investment Strategy
The strategy aims to create long-term value for investors through:
- High conviction, sustainable portfolio – A portfolio of ASX-listed securities with attractive sustainability and financial attributes
- Proven investment process – Proprietary multi-lensed investment approach provides broad perspective of expected risk and return
- Proprietary carbon cost impact assessment – Quantifying carbon transition risk and opportunity
- Fundamental active ownership - Purposeful engagement with companies and client advocacy through proxy voting - influencing companies to make positive change.
- Experienced stock pickers with long term track record - Deep industry experience generating ‘active insights’


Will Baylis
- Job title
- Portfolio Manager
- Experience
- 38 years

Naomi Bant
- Job title
- Portfolio Manager & Quantitative Research
- Experience
- 16 years
HOW TO INVEST
Available Funds
We offer access to the strategy via segregated accounts and separately managed accounts.
Through our parent company, Franklin Templeton, investors are offered access to the below fund.

Martin Currie Sustainable Equity Fund
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Ross Kent
Investment Client Portfolio Manager
T: +61 (0)3 9017 8629
M: +61 (0)455 253 384
E: rkent@martincurrie.com.au
Felicity Walsh
Managing Director, Australia and New Zealand
M: +61 (0) 429 209 566
E: Felicity.Walsh@franklintempleton.com
Our Capabilities
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Ross Kent
Investment Client Portfolio Manager
T: +61 (0)3 9017 8629
M: +61 (0)455 253 384
E: rkent@martincurrie.com.au
Felicity Walsh
Managing Director, Australia and New Zealand
M: +61 (0) 429 209 566
E: Felicity.Walsh@franklintempleton.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Danni Yang, CFA®
Investment Client Portfolio Manger, Global Long-Term Unconstrained
M: +44 (0) 7826548065
E: dyang@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Tim Baker, CFA®
Associate Client Portfolio Manager
M: +44 (0) 7795238754
E: tbaker@martincurrie.com
Our Capabilities
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mark Cho, CFA®
Head of Americas Distribution
Intermediary Sales/Wealth Management
T: +1 212 632 3292
E: mcho@martincurrie.com
Breanna Ellsworth, CFA®
Client Portfolio Manager, Distribution - US
T: +1 212 632 3293
E: bellsworth@martincurrie.com
Drew Comatos
Client Portfolio Manager, North America
Intermediary Sales/Wealth Management
T: +1 203 703 6472
E: dcomatos@martincurrie.com
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