About Global Emerging Markets ex. China
Issued by Franklin Templeton International Services S.à r.l
The Martin Currie Global Emerging Markets ex. China strategy offers investors a diverse opportunity set and superior growth prospects driven by the long-term, powerful drivers of a young and growing population, rising urbanisation and a growing middle class.
As long-term investors, we use bottom-up, fundamental research to identify high quality companies with robust balance sheets and sustainable growth potential. Our process for identifying the very best investment opportunities in emerging markets is underpinned by our long-term investment philosophy and belief that companies exhibiting these characteristics are frequently undervalued by the market.
ESG factors are embedded in the investment process and engagement is viewed as an essential element of our analysis. Top-down factors are considered a source of risk, as such, a member of the team is dedicated to macro and political research. Investors can expect relative performance to be delivered on the strength of individual investments and not a particular market outcome.
The strategy is a natural extension of the Martin Currie Global Emerging Markets strategy and allows access to the same investment philosophy and process, without exposure to Chinese companies. By offering the strategy, we hope to allow investors greater flexibility in how they manage their exposures within the region.
Our investment philosophy is founded on a belief that the market frequently misprices a company’s long-term, value-creation potential; as long-term investors, we are able to identify the nature and scale of the mispricing through rigorous fundamental research.
We seek to add further value by investing in quality companies that exhibit the strongest growth characteristics.
Combining this approach with active stock picking is how we seek to deliver superior alpha over the long term for our clients.
Martin Currie has been managing dedicated emerging markets portfolios since 1991. Our team is focused on managing one strategy and portfolios reflect our highest-conviction ideas from within the emerging-markets universe and within the investment mandate.
We are very clear that we can add value through bottom-up stock selection and build portfolios that reflect responsible stewardship of our clients' capital.
The result is a high-conviction portfolio of 35-45 of high-quality, sustainable growth emerging market companies.
| Portfolio characteristics | Global Emerging Markets ex. China |
|---|---|
| Long-term objective | Outperform MSCI Emerging Markets ex. China Index over rolling 3-5 year periods |
| Benchmark | MSCI Emerging Markets ex. China Index |
| Market capitalisation | All-Cap |
| Sector/country allocations | As a result of stock selection – managed within factor risk analysis |
| Security limit | Maximum 10% absolute stock weight |
| Number of stocks | 35-45 |
| Portfolio turnover | Low - expected turnover |
| Forecast tracking error | Maximum of 8% per annum |
| Inception | 01 February 2022 |
About Global Emerging Markets ex. China
The Martin Currie Global Emerging Markets ex. China strategy offers investors a diverse opportunity set and superior growth prospects driven by the long-term, powerful drivers of a young and growing population, rising urbanisation and a growing middle class.
As long-term investors, we use bottom-up, fundamental research to identify high quality companies with robust balance sheets and sustainable growth potential. Our process for identifying the very best investment opportunities in emerging markets is underpinned by our long-term investment philosophy and belief that companies exhibiting these characteristics are frequently undervalued by the market.
ESG factors are embedded in the investment process and engagement is viewed as an essential element of our analysis. Top-down factors are considered a source of risk, as such, a member of the team is dedicated to macro and political research. Investors can expect relative performance to be delivered on the strength of individual investments and not a particular market outcome.
The strategy is a natural extension of the Martin Currie Global Emerging Markets strategy and allows access to the same investment philosophy and process, without exposure to Chinese companies. By offering the strategy, we hope to allow investors greater flexibility in how they manage their exposures within the region.
Our investment philosophy is founded on a belief that the market frequently misprices a company’s long-term, value-creation potential; as long-term investors, we are able to identify the nature and scale of the mispricing through rigorous fundamental research.
We seek to add further value by investing in quality companies that exhibit the strongest growth characteristics.
Combining this approach with active stock picking is how we seek to deliver superior alpha over the long term for our clients.
Martin Currie has been managing dedicated emerging markets portfolios since 1991. Our team is focused on managing one strategy and portfolios reflect our highest-conviction ideas from within the emerging-markets universe and within the investment mandate.
We are very clear that we can add value through bottom-up stock selection and build portfolios that reflect responsible stewardship of our clients' capital.
The result is a high-conviction portfolio of 35-45 of high-quality, sustainable growth emerging market companies.
| Portfolio characteristics | Global Emerging Markets ex. China |
|---|---|
| Long-term objective | Outperform MSCI Emerging Markets ex. China Index over rolling 3-5 year periods |
| Benchmark | MSCI Emerging Markets ex. China Index |
| Market capitalisation | All-Cap |
| Sector/country allocations | As a result of stock selection – managed within factor risk analysis |
| Security limit | Maximum 10% absolute stock weight |
| Number of stocks | 35-45 |
| Portfolio turnover | Low - expected turnover |
| Forecast tracking error | Maximum of 8% per annum |
| Inception | 01 February 2022 |
The time is right for investing in emerging markets
The interplay of mega cities with new technology and the rapid growth of middle class consumers is giving rise to some truly world class emerging market companies.
Alastair Reynolds
Portfolio Manager
Aimee Truesdale
- Job title
- Portfolio Manager
- Experience
- 10 years
Alastair Reynolds
- Job title
- Portfolio Manager
- Experience
- 32 years
Andrew Mathewson
- Job title
- Portfolio Manager
- Experience
- 20 years
Colin Dishington
- Job title
- Portfolio Manager
- Experience
- 12 years
Divya Mathur
- Job title
- Portfolio Manager
- Experience
- 27 years
Paul Desoisa
- Job title
- Portfolio Manager
- Experience
- 9 years
Paul Sloane
- Job title
- Portfolio Manager
- Experience
- 29 years
Together, our capabilities form a powerful investment strategy bringing together the best opportunities in emerging markets.
How to invest
Please contact us to discuss the most appropriate investment to meet your requirements.
Alpha generation
Proven philosophy to exploit under-appreciated profit growth
Sustainable growth
Targeting high quality businesses with sustainable growth at attractive valuations
Stock driven
A diversified portfolio in which stock-specific insights drive returns
Managed risk
Portfolio informed by proprietary investment research and sophisticated risk analytics
Long term investing
Compounding investor returns over multi-year holding periods
ESG analysis fully integrated
All Martin Currie portfolios focus on Stewardship
How to invest
Martin Currie is a Specialist Investment Manager of Franklin Resources Inc, operating as Franklin Templeton.
Franklin Templeton is responsible for the sales and client service of our funds for financial advisers and individual investors.
If you would like to find out more about these funds, please visit the Franklin Templeton website.
Issued by Franklin Templeton International Services S.à r.l. – Supervised by the Commission de Surveillance du Secteur Financier - 8A, rue Albert Borschette, L-1246 Luxembourg - Tel: +352 46 66 67-1 - Fax: +352 46 66 76. Germany.
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