Martin Currie Asia Unconstrained plc

Name
Martin Currie Asia Unconstrained plc
Manager
Martin Currie Investment Management Ltd
Type
Closed Ended Investment Company
ISIN
GB0005695126
Sector
Asia Pacific Income
Launched
10/05/1985
OCF
1.2 %
Risk Rating
2
3 Year Sharpe
1.13
3 Year Alpha
5.73
Yield
1.8 %
Fund Size
£ 155.42 million
NAV
462
Gearing
99
Discount Premium
-4
The objective is to capture returns commensurate with Asia ex Japan nominal GDP growth, measured on a three year rolling basis. Nominal GDP growth rates are high in Asia. The Company has an absolute rather than relative investment objective and the manager is unconstrained by any benchmark. The portfolio manager has high conviction, which results in the construction of a focused portfolio, typically 20-30 stocks (excluding derivatives). Portfolio turnover is low with a long-term buy and hold approach.
Holding %
AIA Group Ltd 8.10 %
Tencent Holdings Ltd 7.80 %
Ping An Insurance (Group) Co. of China Ltd Class H 5.80 %
HSBC Holdings PLC 5.26 %
Singapore Technologies Engineering Ltd 4.92 %
Guangdong Investment Ltd 4.77 %
Infosys Ltd 4.75 %
United Overseas Bank Ltd 4.74 %
Tata Consultancy Services Ltd 4.56 %
China Mobile Ltd 4.05 %
Region %
Asia - Emerging 59.01 %
Asia - Developed 35.70 %
United Kingdom 5.29 %
Sector %
Financial Services 33.70 %
Technology 25.61 %
Industrials 12.83 %
Consumer Cyclical 10.96 %
Utilities 8.68 %
Name
Martin Currie Investment Management Ltd
Address
EH1 2ES, Edinburgh, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Damian Taylor
Joined 11/29/2018

Damian joined Martin Currie's Asia investment team in 2013 and has 18 years of investment experience not only as an active equity investor but also with a background in private equity and investment banking.

Paul Danes
Joined 05/09/2011

Paul is the co-manager of our Asia portfolios, including the Martin Currie Asia Pacific and Asia Long-Term Unconstrained strategies. He joined Martin Currie in 2007, initially working with our Japan team before joining the Asia team in 2011. In 2012, Paul moved to Singapore as chief executive officer of our Asian subsidiary, Martin Currie Asia Pte. Ltd, where, in addition to his portfolio-management duties, he conducts local research for Asian markets.

Andrew Graham
Joined 05/09/2011

Andrew joined Martin Currie in 2010 from Sofaer Capital, where he was a partner, and has built a strong record during his 23 years of managing Asia-Pacific equities. Before Sofaer Capital, Andrew specialised in Asian equities in earlier roles at Putnum Investments, Scottish Widows Investment Partnership and Kemper Investment Management.

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