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Global Real Income

Essential listed global Real Asset ingredients for growing income

Overview

The Martin Currie Global Real Income strategy invests in a diversified portfolio of listed Real Assets, from global developed and emerging market countries.

We aim to meet the income needs of investors by providing a consistent and growing income stream that grows with inflation through an actively managed selection of listed Real Assets including Real Estate Investment Trusts (REITs), infrastructure, and utilities.

By investing in a benchmark-unaware manner, with stocks selected carefully by Martin Currie Australia’s (MCA) dedicated Real Assets team and a clear focus on client objectives, our approach is distinct from traditional equity portfolios, income focused strategies or stand-alone property or infrastructure portfolios.

Key Pillars of the Strategy

300

Proprietary multi-lensed research by an experienced team

The MCA team has over 40 years of experience investing in Australian equities and listed Real Assets using a disciplined and repeatable multi-lensed investment approach.

54984

Real Assets are essential building blocks of society and the economy

Our unique approach targets listed Real Assets from global developed and emerging market countries with an essential-use nature. We seek dominant assets with a local population growth dynamic, recurring cash flows that can grow with inflation, strong pricing power and balance sheets, and a focus on incremental, brownfields expansion.

54985

Optimised portfolio construction for income-focused returns

Our benchmark unaware portfolio is constructed to minimise concentration risks, income shocks and capital impairment.

300

Fully integrated fundamental Active Ownership approach

Responsibility for Active Ownership lies directly with the research analysts and portfolio managers responsible for making investment decisions.

We believe that our long-term track record in income generation through varied market cycles demonstrates our ability to deliver stable and dependable returns to investors seeking income-oriented strategies.

Key Information

Earn a pre-tax yield income yield above the MSCI AC World Index yield

Portfolio characteristics Global Real Income
Objective Income / Long-Term Growth
Asset Class Listed Real Assets
Style Income
Investable Universe Global listed Real Asset securities
Benchmark No formal benchmark
Market capitalisation All cap
Country limit Max country weight 40%
Sector limit Unconstrained
Security limit Absolute 8% and Max 40% in securities >5%
Number of stocks Typically 40
Portfolio turnover Typically 25% p.a.
Forecast tracking error We do not target tracking error but total risk outcome is typically 90% of the market.
Inception  July 2020

Investment team

Martin Currie’s suite of Real Income strategies are managed by the experienced Martin Currie Australia Real Asset team.

The strategy is supported by the broader MCA investment team through detailed fundamental research analysis across MCA's four research lenses for each company within the investment universe.

In addition, our quantitative research function is continually looking for new ways to improve the investment process and the efficacy of our stock decisions and portfolio risk/return outcomes.

Ashton Reid

Ashton Reid, CFA

Job title
Portfolio Manager, Real Assets
Andrew Chambers

Andrew Chambers

Job title
Portfolio Manager, Real Assets
Daniel Fitzgerald

Daniel Fitzgerald, CFA

Job title
Portfolio Manager, Real Assets