Australia Dynamic Value

Overview

The Martin Currie Australia Dynamic Value strategy seeks to provide the opportunity for investors to benefit from the variances in the Value cycle, at the right time and with the right risk profile.

The strategy combines benefits of our fundamental ‘factor neutral’ Active Insights strategy and our Value Equity strategy in a single portfolio, dynamically allocating across styles based on the prevailing value opportunity.

By replacing a portion of an existing core and value allocation with Dynamic Value, we believe that investors can benefit from our collective insights into the nature of the current investment landscape. We aim to provide better risk-adjusted return when the opportunity is high, and consistent returns with lower risk when the opportunity is lower.

The strategy has been specifically designed to shift its level of exposure to the value style in a more transparent and cost-effective manner. This means that the cost or delay required to appoint or terminate managers may be avoided.