Stay ahead of fast-changing markets

Martin Currie is a global active equity specialist at Franklin Templeton, a world-leading investment manager. It creates concentrated, best-idea investment portfolios that retain their conviction in fast-changing markets.

Martin Currie believes that if a UK equity investor can identify companies delivering the virtuous cycle of cash conversion, shareholder returns and business reinvestment, then this serves as a proxy for quality growth, which doesn’t always trade on US-tech multiples. These businesses are positioned to relentlessly raise their dividends throughout the cycle while also rapidly compounding growth — a steep trajectory to become the mature income stocks of tomorrow. The Martin Currie UK Rising Dividends strategy taps into this virtuous cycle by carefully selecting 30 to 50 UK-listed businesses that have demonstrated sustained dividend growth over the past decade, forming a portfolio of reasonably priced, high-quality compounders aiming to deliver a balanced return profile between capital growth and dependable income. Find out more at: franklintempleton.co.uk. Authorised and regulated by the Financial Conduct Authority.