Key facts

With a unique blend of listed REITs, infrastructure and utilities securities, the Martin Currie Australia Real Income strategy aims to provide a sustainable income stream, attractive yield target, and inbuilt inflation protection.

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 Australia Real Income
Benchmark No formal benchmark. The S&P/ASX 50% A-REIT 300 Index / 50% S&P/ASX Infrastructure Index may be used for comparison
Performance objective The strategy aims to provide a pre-tax yield above the S&P/ASX 200 Index and provide income stream growth above inflation
Investable universe Australian listed real asset securities
Tracking error We do not target tracking error but total risk outcome is typically 90% of the market
Sector limits None
Number of securities 20-45
Security limits Absolute 9%
Portfolio turnover Typically 25% p.a.
Risk profile Medium
Inception 17 November 2010
Strategy insight Download Australia Real Income Insight

The characteristics shown are guidelines only and not hard limits.