Australia
A multi-lensed approach to sourcing sustainable dividends for income-oriented investors.
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- Franklin Templeton Investments Australia Limited (FTIAust) (ABN 87 006 972 247) is the responsible entity for the Australian registered schemes referred to in this website. Franklin Templeton Investments Australia Limited has operated in Australia since 1988, has offices in Melbourne and Sydney and is the holder an Australian Financial Services ("AFS") Licence, number 225328, issued by the Australian Securities and Investments Commission.
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Legg Mason Martin Currie
Equity Income Fund
An actively managed, diversified Australian equity income Fund.
Legg Mason Martin Currie Equity Income Fund
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.
Learn More About the Fund
Philosophy & Process
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.
Meet the Team
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
An ESG Integrated Stewardship Approach
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.
Related Insights
Important information
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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Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. In providing the information on this website, we have not taken the individual circumstances, investment objectives or financial situation of any investor into account. You should conduct your own investigation or consult a financial adviser before making any decision to invest and to help determine if the information provided is suitable for your particular circumstances. All investments involve risks, including possible loss of principal. Please refer to the relevant Product Disclosure Statement available on this website before making any investment decision.
