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Overview
The Martin Currie Australia Diversified Income strategy is specifically designed for retirees seeking an asset allocation for a growing income stream.
We have put the ‘sufficient income for life’ needs of clients at the heart of the product design for the Martin Currie Australia Diversified Income strategy.
Combining a strong mix of fundamental research skills, quantitative analysis experience and market expertise, the innovative strategy seeks to optimally allocate assets across a range of Australian equities, listed real assets (REITS, utilities, infrastructure), fixed income and cash strategies.
Each asset class and strategy is underpinned by a specific investment rationale, which, when combined, seeks to provide the key attributes of what we like to call a ‘sufficient income for life’ – a high, stable and growing income stream.
Protecting Australian retirees from the risk of impaired living standards is a much more important than benchmark relative alpha and tracking-error risk measures. As such, our multi asset portfolio looks very different to both traditional balanced funds and other income-focused approaches.
We believe that there are few peer strategies available in the market that address income in this way and can provide the consistently attractive income stream as the Martin Currie Australia Diversified Income strategy can.
Key Information
To provide an after-tax total return of CPI +4% and to provide income stream growth above inflation. The strategy also aims to provide a total return and annual income greater than that of the Composite Benchmark.
Portfolio characteristics | Australia Diversified Income |
---|---|
Objective | Income |
Asset Class | Multi-asset |
Style | Income / Quality |
Investable Universe | Australian listed equities, listed real assets, fixed income and cash |
Benchmark | Composite Benchmark* |
Inception | 30 May 2014 |
*Benchmark Outline:
- 30%: S&P/ASX 200 Accumulation Index
- 30%: 50% S&P/ASX A-REIT
- 30% Index / 50% S&P/ASX Infrastructure Index
- 30%: Bloomberg AusBond Composite Bond Index
- 10%: Bloomberg AusBond Bank Bill Index
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We believe that a retirement income strategy and asset mix should be very different to a typical balanced fund strategy for people in the accumulation phase of their investments.
Why Invest in Australia Diversified Income
Not all equities are created equal for income.
We have put the ‘sufficient income for life’ needs of clients at the heart of the product design for the Martin Currie Australia Diversified Income strategy
Focus on a high, stable and growing income stream
Each strategy within the asset allocation is underpinned by specific investment rationale – liquidity, low risk, high yield and a steadily growing income stream above Australian inflation
More appropriate risk profile for income investors
Protecting Australian retirees from the risk of impaired living standards is a much more important than benchmark relative alpha and tracking-error risk measures
Investment Strategy
The strategy aims to deliver a growing income stream through:
- A ‘sufficient income for life’ focus – Innovative blend of lower-risk growth assets specifically designed to maximise a growing after-tax income stream for 0% tax-payers
- A unique line-up of fund managers - Martin Currie Australia selects dedicated, experienced investment managers for each asset class
- Capturing forward-looking proprietary insights – Martin Currie Australia's unique set of fundamental and quantitative signals into expected income and the current investment landscape
- Optimal asset allocation and systematic portfolio construction - Timely allocation to asset classes that are more attractive on a forward yield basis

Investment Strategy
The strategy aims to deliver a growing income stream through:
- A ‘sufficient income for life’ focus – Innovative blend of lower-risk growth assets specifically designed to maximise a growing after-tax income stream for 0% tax-payers
- A unique line-up of fund managers - Martin Currie Australia selects dedicated, experienced investment managers for each asset class
- Capturing forward-looking proprietary insights – Martin Currie Australia's unique set of fundamental and quantitative signals into expected income and the current investment landscape
- Optimal asset allocation and systematic portfolio construction - Timely allocation to asset classes that are more attractive on a forward yield basis


Reece Birtles
- Job title
- Chief Investment Officer, Australia
- Experience
- 31 years

Will Baylis
- Job title
- Portfolio Manager
- Experience
- 38 years
HOW TO INVEST
Available Funds
We offer access to the strategy via segregated accounts and separately managed accounts.
Through our parent company, Franklin Templeton, investors are offered access to the below fund.

Martin Currie Diversified Income Fund
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Ross Kent
Investment Client Portfolio Manager
T: +61 (0)3 9017 8629
M: +61 (0)455 253 384
E: rkent@martincurrie.com.au
Felicity Walsh
Managing Director, Australia and New Zealand
M: +61 (0) 429 209 566
E: Felicity.Walsh@franklintempleton.com
Our Capabilities
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Ross Kent
Investment Client Portfolio Manager
T: +61 (0)3 9017 8629
M: +61 (0)455 253 384
E: rkent@martincurrie.com.au
Felicity Walsh
Managing Director, Australia and New Zealand
M: +61 (0) 429 209 566
E: Felicity.Walsh@franklintempleton.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Danni Yang, CFA®
Investment Client Portfolio Manger, Global Long-Term Unconstrained
M: +44 (0) 7826548065
E: dyang@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Tim Baker, CFA®
Associate Client Portfolio Manager
M: +44 (0) 7795238754
E: tbaker@martincurrie.com
Our Capabilities
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mark Cho, CFA®
Head of Americas Distribution
Intermediary Sales/Wealth Management
T: +1 212 632 3292
E: mcho@martincurrie.com
Breanna Ellsworth, CFA®
Client Portfolio Manager, Distribution - US
T: +1 212 632 3293
E: bellsworth@martincurrie.com
Drew Comatos
Client Portfolio Manager, North America
Intermediary Sales/Wealth Management
T: +1 203 703 6472
E: dcomatos@martincurrie.com
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