Australia Diversified Income

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.

The Martin Currie Australia Diversified Income strategy brings together Martin Currie Australia's deep understanding of the income needs of retirees, and a 40+ year pedigree in asset allocation and managing balanced funds. Martin Currie Australia  have been on the forefront of designing retirement income products, having established the Equity Income and Real Income strategies in 2010, Diversified Income in 2014, and Ethical Income in 2015.

We have found that even today, the industry is still not focused on how to really protect Australian retirees from the risk of impaired living standards. As such, our multi-asset portfolio looks very different to both traditional balanced funds and other income-focused approaches.

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’.

We believe that there are few peer strategies available in the market that address income in the way that the Martin Currie Australia Diversified Income strategy can.