InvestmentsMay 30 2012

Ucits IV version for Currie Asian strategy

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ByJulia Bradshaw

The fund is part of the Martin Currie Global Funds Luxembourg Sicav umbrella and is available in US dollars, sterling and euro share classes.

Jason McCay, head of Martin Currie’s Asia team, said: “A long-term approach allows us to see periods of market weakness as opportunities to build cheap holdings in outstanding companies.”

Through a 20-30-stock, unconstrained portfolio the strategy seeks to identify the region’s best and most sustainable businesses, and, by investing with a long-term, absolute-return mindset, aims to minimise transaction costs and compound returns.

The team’s objective is to build a portfolio that can deliver stable and sustainable returns in all market conditions and with low levels of volatility.

Mr McCay added: “Asia’s economies are growing at a pace that far outstrips the developed world. But while Asian markets can deliver impressive returns in the short term, the excessive volatility that characterises the region can impair longer-term returns.”