Australia Diversified Income

The Martin Currie Australia Diversified Income strategy is specifically designed for retirees. It seeks to provide a growing income stream by investing in a diversified portfolio of Australian equities, listed real assets (A-REITS, utilities, infrastructure), fixed Income and cash.

Strategy introduction

Our Diversified Income investment approach focuses on identifying superior expected income from equities, bonds and cash in order to provide an optimal asset allocation for retirees requiring sustainable income and growth over the medium to long term.

Each strategy in this innovative multi-sector product is underpinned by a specific investment rationale, which, combined, aims to give a mix of capital stable, high yield and steadily growing income stream. Coupled with exposure to low-risk growth assets and avoidance of derivative strategies, we believe that the innovative blend of asset classes will deliver a superior income solution for retirees.

The strategy is designed to extract full benefit of franking credits and maximise after tax income for 0% tax payers.

View [About Multi Asset Retirement Income]

About Australia Multi Asset Retirement Income

Australia Diversified Income

The Diversified Income strategy is specifically designed for retirees requiring sustainable income and growth.

Read more

View [Multi Asset Retirement Income team]

Australia Investment team

Investment Team

Our Diversified Income portfolio managers Reece Birtles and Will Baylis are supported by a dedicated team of investment professionals with significant skills and expertise across fundamental and quantitative research.

Read more

View [Multi Asset Retirement Income key facts]

Australia Multi Asset Retirement Income Strategy

Key facts

Our investment approach focuses on identifying superior expected income from equities, bonds and cash.

Read more