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 aim to build a high-quality benchmark-unaware portfolio with a lower-than-market total risk outcome, without consideration of tracking error relative to an index.

Portfolio characteristics Asia Pacific Real Income
Benchmark Unconstrained
Performance objective To provide a before fee income of more than 20% p.a. in excess of the MSCI AC Asia Pacific ex Japan Index yield, and provide long term income stream growth in excess of the rate of inflation (as measured by the Consumer Price Index).
Market capitalisation All-cap
Tracking error The portfolio is designed to produce a lower-than-market total risk outcome, without consideration of tracking error relative to an index.
We expect portfolio volatility to be at least 20% below that of the MSCI AC Asia Pacific (ex Japan) index over full market cycles.
Sector/regional allocations Sector: None
Region: Max 50% to Australia/New Zealand
Number of stocks Typically 50
Maximum active stock weight Absolute 10%
Portfolio turnover Typically 30% p.a.
Factor risk profile Low total risk vs. index
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.