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Australia Active Insights

Transforming pure insights into alpha

Overview

"Traditional" active fundamental equity portfolios which depend on style or factor mean reversion to drive alpha are often associated with high tracking error and longer time horizons. We recognise that these types of portfolios are increasingly becoming less aligned with the risk budget of asset owners facing strict performance benchmarks such as the Your Future, Your Super (YFYS) performance test. However, we still believe that true alpha is best derived from fundamental analyst insights.

The Martin Currie Australia (MCA) Active Insights strategy invests in a diversified portfolio of ASX-listed equities. We aim to provide investors with a ‘goldilocks’ efficient portfolio with consistently higher returns than the benchmark with a lower tracking error by focussing on our investment team’s ‘pure’ fundamental insights and minimising unnecessary style factor and sector risks relative to the S&P/ASX 200.

With the influence of style factor cyclicality and sector biases substantially reduced, and with deep fundamental insight and disciplined risk control, we believe the MCA Active Insights strategy offers benefits distinct from active fundamental portfolios, systematic smart beta or passive strategies.

Key Pillars of the Strategy

300

Proprietary multi-lensed research by an experienced team

The MCA team has over 40 years of experience investing in Australian equities and listed Real Assets using a disciplined and repeatable multi-lensed investment approach.

300

Combining fundamental research with risk control

Our stock ideas are grounded in our fundamental, bottom-up Valuation research. Risk is managed by incorporating our Quality, Direction Short-Term and Direction Long-Term lenses.

300

Fully integrated fundamental Active Ownership approach

Responsibility for Active Ownership lies directly with the research analysts and portfolio managers responsible for making investment decisions.

300

Unique portfolio stabilisers that minimise unnecessary style factor and sector risks

Our proprietary Mispricing process combines our fundamental research expertise with proprietary alpha & risk signals to identify attractive stocks that help to neutralises the influence of style or sector bias

We believe that our long-term track record in alpha generation through varied market cycles demonstrates our ability to deliver investors with a more persistent and efficient alpha stream at a lower cost, in a way that is difficult for passive, systematic or quantitative strategies to emulate.

Key Information

Portfolio characteristics Australia Active Insights
Objective Long-Term Growth
Asset Class Equities
Style Core
Investable Universe Australian listed securities
Benchmark S&P/ASX 200 Accumulation Index
Market capitalisation All cap
Country limit N/A
Sector limit Benchmark +/- 6%
Security limit Benchmark +/- 4%
Number of stocks Typically 60
Portfolio turnover Typically 40% p.a.
Forecast tracking error Typically 2% p.a. (ex-ante)
Inception 24 November 2021

Key Benefits of the Australia Active Insights strategy

icon1

A smoother alpha stream with style control

Alpha generated with lower tracking error and factor influence, independent of mean reversion, can reduce the risk of extended periods of under-performance that exceed the time horizon and relative risk tolerance of most investors.

icon2

Greater net of fee portfolio efficacy

With the potential for greater portfolio efficacy (such as information ratio and fee per unit of alpha), and alpha unbiased by the influence of factors whose use may be widespread elsewhere in a client’s portfolio, the strategy may be suitable for use within asset allocations that are subject to YFYS performance tests, and tighter tracking error targets/risk budgets

iccon3

Lower cost access to true fundamental insights

With lower fees than traditional active strategies, we offer the cost-effective fundamental insights and Active Ownership approach of a highly experienced investment team, alongside the disciplined risk control of a more systematic strategy.

icon4

A key role to play within modern portfolios

Potential uses include:

  • a complementary exposure alongside existing passive or smart-beta factor portfolios, without additional factor & sector risk; and
  • a replacement for an Active Fundamental strategy, either stand-alone or within a multi-manager Australian equity roster.
  • Learn more about the strategy here.

    Key Benefits of the Australia Active Insights strategy

    icon1

    A smoother alpha stream with style control

    Alpha generated with lower tracking error and factor influence, independent of mean reversion, can reduce the risk of extended periods of under-performance that exceed the time horizon and relative risk tolerance of most investors.

    icon2

    Greater net of fee portfolio efficacy

    With the potential for greater portfolio efficacy (such as information ratio and fee per unit of alpha), and alpha unbiased by the influence of factors whose use may be widespread elsewhere in a client’s portfolio, the strategy may be suitable for use within asset allocations that are subject to YFYS performance tests, and tighter tracking error targets/risk budgets

    iccon3

    Lower cost access to true fundamental insights

    With lower fees than traditional active strategies, we offer the cost-effective fundamental insights and Active Ownership approach of a highly experienced investment team, alongside the disciplined risk control of a more systematic strategy.

    icon4

    A key role to play within modern portfolios

    Potential uses include:

  • a complementary exposure alongside existing passive or smart-beta factor portfolios, without additional factor & sector risk; and
  • a replacement for an Active Fundamental strategy, either stand-alone or within a multi-manager Australian equity roster.
  • Investment team

    The Active Insights strategy is co-managed by Matt Davison and Sam Li.

    The strategy is supported by the broader MCA investment team through detailed fundamental research analysis across MCA's four research lenses for each company within the investment universe.

    In addition, our quantitative research function is continually looking for new ways to improve the investment process and the efficacy of our stock decisions and portfolio risk/return outcomes.

    Our capabilities

    Martin Currie operates as an independent specialist investment manager within the Franklin Templeton group. This means that we retain all the competitive advantages of a boutique investment firm.

    Franklin Templeton is responsible for the sales and client service of our funds for financial advisers and individual investors.

    Click the image to open the fund page on the Franklin Templeton website.

    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.

    Ross Kent

    Ross Kent

    Ross Kent

    Ross Kent

    Client Portfolio Manager,
    Australian Equities

    T: +61 (0) 3 9017 8629
    E: rkent@martincurrie.com.au

    Felicity Walsh

    Felcity Walsh

    Felcity Walsh

    Felicity Walsh

    Managing Director,
    Australia and New Zealand

    T: (02) 9250 2200
    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.

    Ross Kent

    Ross Kent

    Ross Kent

    Ross Kent

    Client Portfolio Manager,
    Australian Equities

    T: +61 (0) 3 9017 8629
    E: rkent@martincurrie.com.au

    Felicity Walsh

    Felcity Walsh

    Felcity Walsh

    Felicity Walsh

    Managing Director,
    Australia and New Zealand

    T: (02) 9250 2200
    E: felicity.walsh@franklintempleton.com

    We also offer access to the strategy via segregated accounts and separately managed accounts.

    Please contact us 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

    Ross Kent

    Ross Kent

    Ross Kent

    Client Portfolio Manager,
    Australian Equities

    T: +61 (0) 3 9017 8629
    E: rkent@martincurrie.com.au

    Felicity Walsh

    Felcity Walsh

    Felcity Walsh

    Felicity Walsh

    Managing Director,
    Australia and New Zealand

    T: (02) 9250 2200
    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.

    Mel Bucher

    Mel Bucher

    Mel Bucher

    Mel Bucher

    Head of Global Distribution

    T: +44 (0) 758 414 7720
    E: mbucher@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.

    Mel Bucher

    Mel Bucher

    Mel Bucher

    Mel Bucher

    Head of Global Distribution

    T: +44 (0) 758 414 7720
    E: mbucher@martincurrie.com

    Our capabilities

    We also offer access to the strategy via segregated accounts and separately managed accounts. Please contact us or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements.

    Mel Bucher

    Mel Bucher

    Mel Bucher

    Mel Bucher

    Head of Global Distribution

    T: +44 (0) 758 414 7720
    E: mbucher@martincurrie.com

    Mark Elliott

    Mark Elliott

    Mark Elliott

    Mark Elliott

    Head of UK Business Development, Senior Client Portfolio Manager

    T: +44 (0) 207 073 8569
    E: melliot@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.

    Mark Cho

    Mark Cho

    Mark Cho

    Mark Cho

    Head of North American
    Business Development,
    Senior Client Portfolio Manager

    T: +1 212 632 3292
    E: mcho@martincurrie.com

    Breanna Ellsworth

    Breanna Ellsworth

    Breanna Ellsworth

    Breanna Ellsworth

    Client Portfolio Manager

    T: +1 212 632 3293
    E: bellsworth@martincurrie.com

    Drew Comatos

    Drew Comatos

    Drew Comatos

    Drew Comatos

    Client Portfolio Manager

    T: +1 203 703 6472
    E: dcomatos@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.

    Mark Cho

    Mark Cho

    Mark Cho

    Mark Cho

    Head of North American
    Business Development,
    Senior Client Portfolio Manager

    T: +1 212 632 3292
    E: mcho@martincurrie.com

    Breanna Ellsworth

    Breanna Ellsworth

    Breanna Ellsworth

    Breanna Ellsworth

    Client Portfolio Manager

    T: +1 212 632 3293
    E: bellsworth@martincurrie.com

    Drew Comatos

    Drew Comatos

    Drew Comatos

    Drew Comatos

    Client Portfolio Manager

    T: +1 203 703 6472
    E: dcomatos@martincurrie.com

    Center Heading

    Latest insights

    Center Heading

    Latest insights


    Important information

    This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

    The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.

    The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.

    Past performance is not a guide to future returns.

    The distribution of specific products is restricted in certain jurisdictions, investors should be aware of these restrictions before requesting further specific information.

    The views expressed are opinions of the portfolio managers as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.

    The analysis of Environmental, Social and Governance (ESG) factors forms an important part of the investment process and helps inform investment decisions. The strategy/ies do not necessarily target particular sustainability outcomes.

    Risk warnings – Investors should also be aware of the following risk factors which may be applicable to the strategy shown in this document.

    • Investing in foreign markets introduces a risk where adverse movements in currency exchange rates could result in a decrease in the value of your investment.
    • This strategy may hold a limited number of investments. If one of these investments falls in value this can have a greater impact on the strategy’s value than if it held a larger number of investments.
    • Smaller companies may be riskier and their shares may be less liquid than larger companies, meaning that their share price may be more volatile.
    • The strategy may invest in derivatives (index futures) to obtain, increase or reduce exposure to underlying assets. The use of derivatives may restrict potential gains and may result in greater fluctuations of returns for the portfolio. Certain types of derivatives may become difficult to purchase or sell in such market conditions.

    For professional investors in Canada.

    This material is intended for residents in, or incorporated in, Canada and are a Permitted Client for the purposes of MI 31-103. The information on this section of the website is not intended for use by any other person, including members of the public.

    Martin Currie Inc, incorporated in New York with its registered office at 280 Park Avenue, New York, NY 10017 and having a UK branch registered in Scotland (no SF000300), Head office, 5 Morrison Street, 2nd floor, Edinburgh, EH3 8BH, Tel: +44 (0) 131 229 5252 Fax: +44 (0) 131 222 2532 www.martincurrie.com, operates under the International Adviser Exemption with the Ontario Securities Commission (‘OSC’) and is therefore currently not required to be registered as a portfolio manager for the purposes of MI 31-103. Martin Currie Inc. is also authorised by the UK Financial Conduct Authority.

    For the avoidance of doubt, nothing excludes, limits or restricts our obligations to you under the UK Financial Services and Market Act 2000, National Instruments or any other applicable law or regulation.

    The opinions and views in this website do not take into account your individual circumstances, objectives, or needs and are not intended to be recommendations of particular financial instruments or strategies to you. This website does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. You should consult with your professional advisers before undertaking any investment activity. The information provided on this website should not be treated as advice or a recommendation to buy or sell any particular security or other investment. The information on this website has not been reviewed by any competent regulatory authority.


    Important information

    This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

    The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.

    The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.

    Past performance is not a guide to future returns.

    The distribution of specific products is restricted in certain jurisdictions, investors should be aware of these restrictions before requesting further specific information.

    The views expressed are opinions of the portfolio managers as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.

    The analysis of Environmental, Social and Governance (ESG) factors forms an important part of the investment process and helps inform investment decisions. The strategy/ies do not necessarily target particular sustainability outcomes.

    Risk warnings – Investors should also be aware of the following risk factors which may be applicable to the strategy shown in this document.

    • Investing in foreign markets introduces a risk where adverse movements in currency exchange rates could result in a decrease in the value of your investment.
    • This strategy may hold a limited number of investments. If one of these investments falls in value this can have a greater impact on the strategy’s value than if it held a larger number of investments.
    • Smaller companies may be riskier and their shares may be less liquid than larger companies, meaning that their share price may be more volatile.
    • The strategy may invest in derivatives (index futures) to obtain, increase or reduce exposure to underlying assets. The use of derivatives may restrict potential gains and may result in greater fluctuations of returns for the portfolio. Certain types of derivatives may become difficult to purchase or sell in such market conditions.

    Important information

    This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

    The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.

    The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.

    Past performance is not a guide to future returns.

    The distribution of specific products is restricted in certain jurisdictions, investors should be aware of these restrictions before requesting further specific information.

    The views expressed are opinions of the portfolio managers as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.

    The analysis of Environmental, Social and Governance (ESG) factors forms an important part of the investment process and helps inform investment decisions. The strategy/ies do not necessarily target particular sustainability outcomes.

    Risk warnings – Investors should also be aware of the following risk factors which may be applicable to the strategy shown in this document.

    • Investing in foreign markets introduces a risk where adverse movements in currency exchange rates could result in a decrease in the value of your investment.
    • This strategy may hold a limited number of investments. If one of these investments falls in value this can have a greater impact on the strategy’s value than if it held a larger number of investments.
    • Smaller companies may be riskier and their shares may be less liquid than larger companies, meaning that their share price may be more volatile.
    • The strategy may invest in derivatives (index futures) to obtain, increase or reduce exposure to underlying assets. The use of derivatives may restrict potential gains and may result in greater fluctuations of returns for the portfolio. Certain types of derivatives may become difficult to purchase or sell in such market conditions.

    For professional investors.

    In Hong Kong:

    The contents of this document have not been reviewed by any regulatory authority in Hong Kong.  You are advised to exercise caution in relation to the offer.  If you are in any doubt about any of the contents of this document, you should obtain independent professional advice.

    In Singapore:

    This document is provided by Templeton Asset Management Limited
    (Registration Number (UEN): 199205211E) which is licensed by the Monetary Authority of Singapore and whose business address is at 7 Temasek Boulevard, #38-03, Suntec Tower One, Singapore, 038987. Templeton Asset Management Limited is a wholly owned subsidiary of Franklin Resources, Inc. This document is for information only and does not constitute an offer or solicitation to buy or sell any units in any fund. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Martin Currie is not registered with or regulated by any regulatory authorities in Singapore.

    This material is provided on the basis that you are a wholesale client within the definition of ASIC Class Order 03/1099. MCIM is authorised and regulated by the FCA under UK laws, which differ from Australian laws.

    In Korea:

    This document is for information purposes only. It is prepared and presented to provide an introduction to the business of MCIM and its related companies(collectively known as ‘Martin Currie’). This document does not constitute an offer to sell or a solicitation of any offer to invest in any security, fund or other vehicle managed or advised by Martin Currie.

    None of the security(ies), fund(s) or vehicle(s) managed by or advised by Martin Currie are registered in South Korea under the Financial Investment Services and Capital Markets Act of Korea and accordingly, none of these instruments nor any interest therein may be offered, sold or delivered, or offered or sold to any person for re-offering or resale, directly or indirectly, in South Korea or to any resident of South Korea except pursuant to applicable laws and regulations of South Korea.  Martin Currie is not registered with or regulated by any regulatory authorities in South Korea.

    In China:

    This document does not constitute a public offer of the strategy, whether by sale or subscription, in the People’s Republic of China (the “PRC”). These strategies are not being offered or sold directly or indirectly in the PRC to or for the benefit of, legal or natural persons of the PRC.  Further, no legal or natural persons of the PRC may directly or indirectly purchase any of the strategy or any beneficial interest therein without obtaining all prior PRC’s governmental approvals that are required, whether statutorily or otherwise. Persons who come into possession of this document are required by the issuer and its representatives to observe these restrictions.


    Important information

    Past performance is not a guide to future returns.

    The distribution of specific products is restricted in certain jurisdictions, investors should be aware of these restrictions before requesting further specific information.

    The views expressed are opinions of the portfolio managers as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.

    The analysis of Environmental, Social and Governance (ESG) factors forms an important part of the investment process and helps inform investment decisions. The strategy/ies do not necessarily target particular sustainability outcomes.

    Risk warnings – Investors should also be aware of the following risk factors which may be applicable to the strategy shown in this document.

    • Investing in foreign markets introduces a risk where adverse movements in currency exchange rates could result in a decrease in the value of your investment.
    • This strategy may hold a limited number of investments. If one of these investments falls in value this can have a greater impact on the strategy’s value than if it held a larger number of investments.
    • Smaller companies may be riskier and their shares may be less liquid than larger companies, meaning that their share price may be more volatile.
    • The strategy may invest in derivatives (index futures) to obtain, increase or reduce exposure to underlying assets. The use of derivatives may restrict potential gains and may result in greater fluctuations of returns for the portfolio. Certain types of derivatives may become difficult to purchase or sell in such market conditions.

    Important information

    This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

    The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.

    The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.

    Past performance is not a guide to future returns.

    The distribution of specific products is restricted in certain jurisdictions, investors should be aware of these restrictions before requesting further specific information.

    The views expressed are opinions of the portfolio managers as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.

    The analysis of Environmental, Social and Governance (ESG) factors forms an important part of the investment process and helps inform investment decisions. The strategy/ies do not necessarily target particular sustainability outcomes.

    Risk warnings – Investors should also be aware of the following risk factors which may be applicable to the strategy shown in this document.

    • Investing in foreign markets introduces a risk where adverse movements in currency exchange rates could result in a decrease in the value of your investment.
    • This strategy may hold a limited number of investments. If one of these investments falls in value this can have a greater impact on the strategy’s value than if it held a larger number of investments.
    • Smaller companies may be riskier and their shares may be less liquid than larger companies, meaning that their share price may be more volatile.
    • The strategy may invest in derivatives (index futures) to obtain, increase or reduce exposure to underlying assets. The use of derivatives may restrict potential gains and may result in greater fluctuations of returns for the portfolio. Certain types of derivatives may become difficult to purchase or sell in such market conditions.