Key facts

The Martin Currie Asia Pacific Real Income strategy seeks to provide a growing income stream by investing in a diversified portfolio of listed real asset securities (such as REITs, infrastructure and utilities) characterised by established physical assets with recurring cash flows from developed and emerging Asia Pacific ex Japan countries.

We combine our extensive fundamental research into long-term normalised earnings power, quantitative research and disciplined portfolio construction to produce a diversified portfolio of real asset securities that pays higher income and provides inflation protection.

Portfolio characteristics Asia Pacific Real Income
Benchmark No formal benchmark The 50% S&P/ Asia Pacific ex Japan REIT Index / 50% MSCI Asia Pacific ex Japan Utilities Index may be used for comparison (over periods longer than 5 years)
Performance objective The strategy aims to provide a pre-tax yield above the MSCI AC Asia Pacific ex Japan Index and provide income growth above inflation
Investable universe Asia Pacific ex Japan listed real asset securities
Tracking error The portfolio is designed to produce a lower-than-market total risk outcome, without consideration of tracking error relative to an index
Sector limits None
Number of securities 35-55
Security limits Absolute 10%
Portfolio turnover Typically 25% p.a.
Risk profile Medium
Inception 28 June 2016
Strategy insight Download Asia Pacific Real Income Insight
White paper
Download Asia Pacific Real Income White paper

The characteristics shown are guidelines only and not hard limits.