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Martin Currie’s Specialist Real Asset platform
At Martin Currie, our award wining team of Real Asset specialists have been investing in the listed Real Asset space for over 35 years and manage billions of dollars in the sector.
We invest in unique blend of listed REITs, infrastructure and utilities, and provide investors with an opportunity to tap into the multi-decade megatrend opportunity of urban population growth.
Our approach is to invest where Real Asset demand growth is underpinned by attractive demographic trends. We look for growing urban customer bases, while avoiding low growth regions like Japan and Italy where population declines can be an investment headwind. Our regional investment strategies focus specifically on Real Assets servicing the everyday needs of countries, regions and cities with the most attractive demographic growth.
We also only invest in very liquid and transparent listed REITs, infrastructure and utilities names. By combining these three listed asset classes together, we can access ongoing structural demand from urbanisation while reducing exposure to the less attractive components of each asset class – such as low-yield airports, higher risk office/commercial properties, property speculators or ESG-challenged utilities.
Our Real Asset strategies typically are defensive, with lower beta and lower correlation with global equities, infrastructure or property sector-specific strategies and other asset classes, and thus bringing diversification benefits to a broader portfolio.
The long-term appeal of listed Real Assets
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Strategies in focus
Center Heading Featured insights
Featured insights
The Outlook for Listed Real Assets
After a difficult few years for the sector, the building blocks are in place for listed Real Assets opportunities in 2024.
If "Bonds are back”, so too are listed Real Assets
With listed Real Asset share prices and yields reflecting higher interest rates, it’s now time to turn attention towards listed Real Assets for their appealing income and favourable growth traits.
Meet the Real Assets team
Based in Melbourne, Australia, Martin Currie’s suite of Real Assets strategies are managed by a highly experienced and deeply resourced Listed Real Asset team.
With an average experience of 22 years, and 13 years of tenure, each member contributes specialised research expertise and a passion for investment excellence to our range of listed Real Asset investment strategies. Stewardship is a critical element of our process, and responsibility for ESG analysis, proxy voting and engagement lies directly with those who know the companies best – our research analysts and portfolio managers.
Awards and Recognitions
We're recognised by our peers and industry in awards.
Money Management / Lonsec Fund Manager of the Year Award |
Finalist: Australian Property Securities Fund of the Year (Martin Currie Property Securities Fund) |
Money Management / Lonsec Fund Manager of the Year Award |
Finalist: Australian Property Securities Fund of the Year (Martin Currie Real Income Fund) |
Financial Newswire Fund Manager of the Year Award |
Finalist: Australian Equities - Real Estate (Martin Currie Property Securities Fund) |
Financial Standard Investment Leadership Awards |
Finalist: Australian Equities - Income Focussed (Martin Currie Real Income Fund) |
Responsible Investment Association Australasia (RIAA) Annual Benchmark Report |
Responsible Investment Leader (Martin Currie) |
Financial Standard Investment Leadership Awards |
Finalist: Australian Equities - Income Focussed (Martin Currie Real Income Fund) |
Responsible Investment Association Australasia (RIAA) Annual Benchmark Report |
Responsible Investment Leader (Martin Currie) |
Financial Standard Investment Leadership Awards |
Finalist: Infrastructure (Martin Currie Real Income Fund) |
Responsible Investment Association Australasia (RIAA) Annual Benchmark Report |
Responsible Investment Leader (Martin Currie) |
Money Magazine's Best of the Best Awards |
Winner: Best Australian Real Assets Fund (Martin Currie Real Income Fund) |
Money Management / Lonsec Fund Manager of the Year Award |
Winner: Retire and Income Manager of the Year (Martin Currie / Legg Mason) |
Center Heading Latest insights
Latest insights
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Beyond NVIDIA
How listed Real Assets can also benefit from the Artificial intelligence (AI) boom.
- Date published
- 25 Jun 2024
- Tag
- Global Real Income
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Listed Real Assets and the AI Boom
In this three-part series, our investment team discuss how the right kind of listed Real Assets can provide steady income while benefitting from the explosive data growth and electricity demand being fuelled by AI.
- Date published
- 20 Jun 2024
- Tag
- Global Real Income
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Despite the appeal of passive Index ETFs, something is missing
Why an actively managed portfolio might be a better option for Listed Real Asset investors.
- Date published
- 27 May 2024
- Tag
- Global Real Income
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Australia Reporting Season Wrap – Will the Australian economy have a hard, soft or no landing?
Australia's February reporting season promised to unveil important fundamental insights into the biggest question for investors in 2024. And we think it might be worse than most want to believe.
- Date published
- 19 Mar 2024
- Tag
- Cross-Strategy Australia