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Product matters: Currie favour

There has been a lot of change at Martin Currie in the last year.

The firm’s teams have been reorganised and the company has either invested in new people or has brought internal talent to the fore.

I can finally say that it has a genuine retail proposition on offer and their newest fund, the Martin Currie global alpha fund, has caught my attention.

The fund basically encompasses the best ideas from across the investment team and is a true reflection of Martin Currie’s overall process.

In short, the process is designed to identify, evaluate and exploit change. The team believes that the market tends to underestimate the extent and duration of change and, by determining the impact of these changes, they believe they can deliver superior performance.

Allison Hamilton is at the helm of the fund and while she may not be a familiar name, she has successfully managed global products for the group.

Using the dynamic stock matrix – a propri-etary system that ranks stocks on factors including quality, value, growth, EPS estimates, share price momentum and directors’ dealings a portfolio of 30-45 stocks is constructed.

While there is a process to help uncover some hidden gems in global markets, the fund is not bogged down by rigid rules. It is unconstrained by sector and geographical allocations.

This freedom, together with high conviction in the stocks, makes the fund attractive. I believe this fund could be ideal for investors looking for global exposure and particularly interesting for Sipp investors.


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