A multi-lensed approach to sourcing sustainable dividends for income-oriented investors.
A multi-lensed approach to sourcing sustainable dividends for income-oriented investors.
ACTIVE
Actively managed to select the most attractive income-producing Australian companies.
DIVERSIFIED
Selecting companies with both attractive business models and diversified revenue drivers creates a fundamentally diversified portfolio.
FOCUSED
A mandate to focus on long-term earnings sustainability creates a differentiated approach to income sourcing.
The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation.
ACTIVE APPROACH
The Fund is benchmark unaware so as to provide maximum diversification benefits and avoid market-cap weighted over-exposures.
FOCUS ON QUALITY
Using fundamental analysis, the investment team creates a model of each investments sustainable dividend level to determine long-term normalised earnings power.
IDEA MERITOCRATIC
Investment theses are peer-reviewed across valuation, direction, quality and sustainable-dividend parameters to avoid group-think and avoid biases.
Martin Currie Australia’s equity income team builds upon foundation of deep industry expertise. The team prides itself on combining a focus on fundamental analysis with diligent risk management and fostering a culture of investment excellence.
Reece Birtles, CFA, CAICD
Chief Investment Office,
Tenure - 1995
Michael Slack, CFA
Head of Research,
Tenure - 1993
Martin Currie takes an active ownership approach which embeds ESG considerations within the investment process.
IDENTIFICATION
Identification of material and relevant ESG factors.
ANALYSIS
Full integration of proprietary assessments (Management, Governance, and Sustainability) into all investment decisions.
ADVOCACY
Promoting best practices through voting of clients’ proxies and management engagement.
Past performance is not necessarily indicative of future performance and may not necessarily be repeated. Returns are volatile and may go up and down significantly. Historical performance is not a reliable guide to future performance.
Past performance is not a reliable indicator of future performance. Legg Mason Asset Management Australia Limited (ABN 76 004 835 849 AFSL 240827) is part of Franklin Resources, Inc. Any reference to ‘Legg Mason Australia’ or ‘Martin Currie Australia’ is a reference to Legg Mason Asset Management Australia Limited. ‘Martin Currie Australia’ is a division within Legg Mason Asset Management Australia Limited. Legg Mason Australia is the responsible entity of the Legg Mason Martin Currie Equity Income Fund (ARSN 150 751 821)(Fund). Martin Currie Australia is the fund manager of the Fund. Before making an investment decision you should read the Product Disclosure Statement (PDS) for the Fund carefully and you need to consider, with or without the assistance of a financial advisor, whether such an investment is appropriate in light of your particular investment needs, objectives and financial circumstances. The PDS is available and can be obtained by contacting Legg Mason Australia on 1800 673 776 or at www.franklintempleton.com.au.
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