About Australia Diversified Growth
The Martin Currie Australia Diversified Growth strategy is designed as a 70% growth asset / 30% defensive/neutral asset allocation for accumulation investors.
The strategy seeks to optimally allocate assets across a range of Australian and global equity, real, bond and cash strategies to produce superior medium-term returns.
The strategy’s investment approach focuses on identifying the relative expected returns of equities, bonds and cash in order to provide an optimal asset allocation to produce superior expected medium-term returns. We seek efficient alpha capture from active strategy and security selection.
This strategy gathers the investment capabilities of a unique line-up of best of breed fund managers into one fund, with Martin Currie Australia responsible for asset allocation and manager selection.
The investment philosophy that underlies Martin Currie Australia’s Diversified Growth strategy is based on the assumption that investment markets are “long term efficient” but “short term inefficient”.
Disciplined investors can exploit short term market movements to add long term value.
The Diversified Growth strategy benefits from Martin Currie Australia’s 40+ year pedigree in asset allocation and managing balanced funds.
Combining a strong mix of fundamental research skills, quantitative analysis experience and market expertise, we continually assess the expected returns of a range of specialist assets classes using forward looking Internal Rates of Return (IRR) and scenario testing, and optimally position the portfolio to capture outperformance.
| Portfolio characteristics | Australian Diversified Growth |
|---|---|
| Long-term objective | To provide an after-fee return in excess of the Composite Benchmark over rolling three-year periods. |
| Investable Universe |
- Australian and global listed equities - Australian and global listed real assets - Australian and global fixed income - Derivatives - Cash |
| Benchmark |
Composite Benchmark: - 35%: S&P/ASX 200 Accumulation Index - 23%: MSCI All Country (ex Australia) World Index - 13%: 50% S&P/ASX A-REIT 300 Index /50% S&P/ASX Infrastructure Index - 12%: Bloomberg AusBond Composite Bond Index - 12%: Barclays Capital Global Aggregate Index, hedged into Australian Dollars - 5%: Bloomberg AusBond Bank Bill Index |
| Market capitalisation | All cap |
| Country limit | N/A |
| Sector limit | N/A |
| Security limit | N/A |
| Number of stocks | N/A |
| Portfolio turnover | N/A |
| Forecast tracking error | N/A |
| Inception | 1 May 1974 |
The characteristics shown are guidelines only and not hard limits.
Multi-asset pedigree
Asset allocation decisions and selection of the underlying strategies captures in-depth fundamental and qualitative insights from Martin Currie Australia’s long-serving investment team.
Reece Birtles
Chief Investment Officer
Reece Birtles
- Job title
- Chief Investment Officer, Australia – Non Executive Director
- Experience
- 29 years
Will Baylis
- Job title
- Portfolio Manager
- Experience
- 36 years
Alpha is aligned to where our strength lies – selection of the right strategies and strategy skill.
How to invest
Through our parent company, Franklin Templeton, investors are offered access to a segregated account or a range of pooled vehicles.
Please contact us to discuss the most appropriate investment to meet your requirements.
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.
How to invest
Martin Currie is a ‘Specialist Investment Manager’ within the Franklin Templeton group.
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.
How to invest
Martin Currie is a ‘Specialist Investment Manager’ within the Franklin Templeton group.
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.
Related insights
-
Stewardship Annual Report 2021
The Stewardship Annual Report 2021 highlights the results of our sustained commitment to the development of productive ESG engagements embedded in our investment process.
- Date published
- 31 Mar 2021
- Tag
- Stewardship & ESG
-
Stewardship Matters - Edition 2
Our regular update of Martin Currie’s work in the stewardship and ESG space and our insights into future ESG trends. EDITION 2 focusses on the United Nation’s Sustainable Development Goals.
- Date published
- 20 Jan 2021
- Tag
- Stewardship & ESG
-
Australia’s ‘social distancing’ with China
The crisis has forced the Australian government to pick a side, but this has hurt Australia as a brand in China. What does taking the US side mean for Australian industry?
- Date published
- 5 Oct 2020
- Tag
- Covid-19