Aims to provide an attractive and growing income stream, along with portfolio diversification by investing in an actively-managed diversified portfolio of ASX-listed securities holding real or “hard” physical assets
Invests in securities exposed to listed property, utilities and infrastructure
Focus on real assets aims to produce a regular, growing income stream expected to rise with inflation as underlying real-asset businesses increase their revenue streams.
Real assets can have large ‘sunk’ capital bases driving cash flow, so future growth may be less affected by the business cycle, resulting in more stable dividends for investors.
Employs a simple investment strategy – investing only in high quality Australian shares and avoiding structured securities
Investors benefit from a disciplined portfolio construction approach by an experienced and award winning investment manager – Martin Currie.