The Martin Currie Asia Pacific Urban Trends Income (APUTI) strategy invests in a unique blend of listed Real Asset securities – such as REITs, infrastructure and utilities – from both developed and emerging Asia Pacific ex Japan countries.
The strategy is specifically focused on listed Asia Pacific ex Japan Real Assets due to their unique leverage to the multi-decade megatrend opportunity of urban population growth, which ultimately facilitates stronger income and capital growth
Alongside the Asia Pacific ex Japan region’s attractive urban population growth megatrend, we believe there are several key reasons for income investors to consider a blend of Asia Pacific ex Japan listed Real Assets, both now, and for the long-term.
The Asia Pacific region’s higher urban population growth
Overall, the global population is growing, but some countries and cities are going backwards. Global growth is being particularly superpowered by Asia Pacific ex Japan urbanisation trends. The region’s total population is forecast to grow by >20% or almost 1 billion people from 2015 to 20501, and urbanisation is expected to further boost growth in certain cities.