Martin Currie

Fund Company

Martin Currie - http://www.martincurrie.com/home/
 
Martin Currie is a specialist investment management business. From their headquarters in Edinburgh, they manage active equity portfolios for clients around the world, including financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds. Their offices in London, Zurich, New York, Singapore and Melbourne ensure they remain close to clients and their needs.

Martin Currie are an independent and private company. Their independence is defined by their freedom from the competing priorities of large organisations and their singular focus on their clients’ needs. They actively encourage employee ownership, believing that this aligns their interests with the clients' and helps Martin Currie to attract and retain talented people. Investment management is their only business. They focus exclusively on managing active equity portfolios and devote all of their resources to getting this right.

Martin Currie believe that:

  1. Equity markets are inefficient, offering skilled investment managers the opportunity to outperform.
  2. Most investors place too much emphasis on stories, and not enough on facts.
  3. Most market participants systematically underestimate the extent and duration of change.                

They believe that their location offers tangible benefits to their clients. Their 46-strong investment team is based on a single floor of their Edinburgh headquarters. They believe this provides significant advantages, particularly in terms of the speed and efficiency of their internal decision-making.

Martin Currie's investment managers travel extensively, and direct engagement with companies is an important part of their process. They visit around 3,000 individual companies each year. They also meet management in Edinburgh, one of Europe’s leading financial centres, and typically have access to more senior people than would be the case if they were based in the regions in which we invest

Their regular programme of daily, weekly and monthly meetings allows the effective sharing of ideas and the ability to ‘look through’ any stock from a regional and sector perspective. Their knowledge of one another and shared commitment to the firm and their clients enables them to judge relative conviction and make high-quality investment decisions.

Martin Currie has been investing in China since 1994 and established a local research presence in 1997. They have proven capabilities in Greater China and their commitment to the region remains strong.

On the 26th of October 2011 Martin Currie and APS Asset Management Pte. signed an agreement to form a strategic partnership. The partnership enables Martin Currie to offer to its clients a compelling proposition for specialist China A Share, Greater China and Taiwan management managed by APS.

Company

Fund Name

ISIN

Currency

Inception Date

Rating

Risk

Profile

Martin Currie Investment Management Ltd.

North America CAP

GB0031560740

GBP

01/09/1983

2

High

The fund’s objective is to produce capital growth by investment in the United States of America and Canada.

Martin Currie Investment Management Ltd.

Martin Currie Nth American USD Dis

LU0174482694

USD

09/06/2008

2

Medium

To produce capital growth by investing in the USA and Canada. This fund will invest a minimum of two thirds of its total assets (after deduction of ancillary liquid assets) in equities of companies domiciled in or exercising the predominant part of their economic activity in the US or in Canada.

Martin Currie Investment Management Ltd.

Martin Currie Gl Asia Pacific Dis

LU0286953574

EUR

09/03/2007

3

Medium

To produce capital growth by investing in all or any of the Indian sub-continent, Australia, New Zealand and the Far East, excluding Japan.   This fund will invest a minimum of two thirds of its total assets (after deduction of ancillary liquid assets) in equities of companies domiciled in or exercising the predominant part of their economic activity on the Indian sub-continent, in Australia, New Zealand or the Far East (excluding Japan).

Martin Currie Investment Management Ltd.

Martin Currie Abs Alpha Fd GBP Dis

LU0541661418

GBP

29/09/2010

NULL

NULL

The fund aims to achieve long term capital appreciation by employing a long/short equity strategy. Long exposure will be principally achieved by investing directly or indirectly in equities of companies operating within or servicing the European market. Short exposure will only be achieved by investing indirectly through derivatives.

Martin Currie Investment Management Ltd.

Martin Currie Absolute Europe R Dis

LU0541661509

EUR

29/09/2010

NULL

NULL

The fund aims to achieve long term capital appreciation by employing a long/short equity strategy. Long exposure will be principally achieved by investing directly or indirectly in equities of companies operating within or servicing the European market. Short exposure will only be achieved by investing indirectly through derivatives.