Australia Active Insights

Overview

The Martin Currie Australia Active Insights strategy seeks to transform pure fundamental insights into alpha. We aim to provide investors with consistently higher returns than the benchmark throughout market cycles.

Unlike ‘traditional’ quantitative-only funds that rely on backward-looking signals, the pure alpha that the strategy aims to deliver is fully aligned to Martin Currie Australia's fundamental expertise in Australian equities.

Our experienced investment team is solely focused on identifying investment opportunities using a disciplined and repeatable investment approach based on proprietary research into Valuation, Quality (including Sustainability), and Direction lenses.

Stewardship is a critical element of our investment philosophy, and this strategy benefits from our Active Ownership approach, which includes ESG integration, engagement, and voting.

We believe that unnecessary style risk can be removed through use of our proprietary alpha & risk signals in portfolio construction, so the delivery of returns is not driven by unintended systematic or common style factors. Investors are thus only paying for the delivery of a pure alpha rather than simply a smart beta return stream.

Furthermore, as portfolio alpha is less cyclical, it is likely to be suitable for investors with a shorter active risk investment time horizon, and is designed for the Your Super Your Future (YSYF) world of regular performance testing.

The consistent extraction of alpha, combined with strong proprietary risk control and experienced fundamental oversight, results in a high diversified portfolio with a high information ratio.

With lower fees than traditional fundamental-only strategies, the strategy is designed to be used as stand-alone strategy or fundamental complement to a diversified portfolio. It is suitable for use in more concentrated SMA portfolios and can also be readily customized to suit client needs for different tracking error levels and select factor exposures.

We believe that there are few peer strategies available in the market that address risk-adjusted returns in this way.