Key facts The Martin Currie Australia Ethical Income strategy seeks to provide a growing income stream by investing in a diversified portfolio of ethically screened high-quality companies. We combine our extensive fundamental research into long-term normalised earnings power, quantitative research and disciplined portfolio construction to produce a diversified portfolio of securities that pays higher income and provides inflation protection. Portfolio characteristics Australia Ethical Income Benchmark No formal benchmark. S&P/ASX 200 Accumulation Index may be used for comparison (over periods longer than 5 years) Performance objective The strategy aims to provide an after tax yield above the S&P/ASX 200 Index and to provide income stream growth above inflation Investable universe Australian listed securities / all-cap Tracking error We do not target tracking error but total risk outcome is typically 90% of the market Sector limits Absolute 25% Number of stocks 40-60 Security limits Absolute 6% Portfolio turnover Typically 25% p.a. Risk profile Medium Inception 8 December 2015 Strategy insight Download Australia Ethical Income Insight The characteristics shown are guidelines only and not hard limits.