An experienced team focused on crafting a portfolio of attractively valued real assets driven by population growth and urbanisation.
An experienced team focused on crafting a portfolio of attractively valued real assets driven by population growth and urbanisation.
INCOME FOCUSED
True to label, the Fund places income at the heart of its client-oriented, active mandate.
DIVERSIFIED
A portfolio crafted to harness the power of assets driven by population and urbanisation growth. Such disparate economic drivers create a fundamentally diversified portfolio.
SPECIALISED
An experienced team selects companies at both attractive valuations and high dividend yields.
Martin Currie Australia’s Real Income Team builds upon a foundation of deep industry expertise. The team prides itself on combining a focus on fundamental analysis with rigorous risk management, and constant learning that facilitates a culture of investment excellence.
Ashton Reid, CFA
Portfolio Manager,
Investment experience - 28 Years,
Firm tenure - 23 Years
Andrew Chambers, CFA
Portfolio Manager,
Investment experience - 25 Years,
Firm tenure - 8 Years
Daniel Fitzgerald, CFA
Portfolio Manager,
Investment experience - 20 Years,
Firm tenure - 8 Years
The Fund seeks income growth that exceeds the rise in cost of living by owning securities that can grow revenue and profit for the long term.
ACTIVE APPROACH
Using fundamental analysis, the investment team creates a sustainable dividend profile for each individual security, modelling the dividend risk and potential of each investment.
FOCUS ON QUALITY
The Fund invests in largely proven, established physical assets, by identifying the essential ingredients of quality real assets.
FUNDAMENTALLY DRIVEN
By investing in assets driven by population growth and urbanisation, the Fund seeks to craft a portfolio with revenue drivers that are uncorrelated with the business cycle.
Martin Currie takes an active ownership approach which embeds ESG considerations within the investment process.
IDENTIFICATION
Identification of material and relevant ESG factors.
ANALYSIS
Full integration of proprietary assessments (Management, Governance, and Sustainability) into all investment decisions.
ADVOCACY
Promoting best practices through voting of clients’ proxies and management engagement.
Past performance is not necessarily indicative of future performance and may not necessarily be repeated. Returns are volatile and may go up and down significantly. Historical performance is not a reliable guide to future performance.
Past performance is not a reliable indicator of future performance. Legg Mason Asset Management Australia Limited (ABN 76 004 835 849 AFSL 240827) is part of Franklin Resources, Inc. Any reference to ‘Legg Mason Australia’ or ‘Martin Currie Australia’ is a reference to Legg Mason Asset Management Australia Limited. ‘Martin Currie Australia’ is a division within Legg Mason Asset Management Australia Limited. Legg Mason Australia is the responsible entity of the Legg Mason Martin Currie Real Income Fund (ARSN 146 910 349)(Fund). Martin Currie Australia is the fund manager of the Fund. Before making an investment decision you should read the Product Disclosure Statement (PDS) for the Fund carefully and you need to consider, with or without the assistance of a financial advisor, whether such an investment is appropriate in light of your particular investment needs, objectives and financial circumstances. The PDS is available and can be obtained by contacting Legg Mason Australia on 1800 673 776 or at www.franklintempleton.com.au.
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