View more on these topics

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.

Recommended

Moves to double broker business by 2008

Woolwich plans to double its business through intermediaries by 2008 following an internal review. The Barclays-owned firm has reviewed its business model after Barclays chief executive John Varley admitted that its performance in the mortgage market had not been good enough this year. Woolwich says it wants to increase its volume of intermediary business from […]

BM Solutions urges brokers to boost business by internet

Brokers are failing to use the internet properly and are losing business as a result, according to BM Solutions. A survey by the lender found that only 53 per cent of the brokers surveyed in its research had a company website while 52 per cent get no new business through the internet. Less than 6 […]

Bulldozer

Matt Goodman looks at the investment industry’s reaction to Anthony Bolton’s claim that the bull market run is coming to an end

Correspondent’s week

This week by former Money Marketing investment reporter Matt Davis

Navigating volatility

The making of any fund can be seen in how it responds to crises and opportunities. In this short video, Head of Multi Asset at Royal London Asset Management Trevor Greetham outlines how the Royal London Global Multi Asset Portfolios or GMAPs navigated through Brexit and the US election cycle. He also highlights the importance […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment