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Real Asset Income
At-a-glance
| Benchmark | Real Asset Income Blend Index (NR) |
| Eligible investments |
|
| Typical number of holdings | 175 – 350 |
| Expected turnover | 100 – 150% |
| Cash | Generally less than 5% |
Overview
Strategy seeks to provide a high level of income and the potential for capital appreciation by investing in real assets such as infrastructure and real estate securities across the capital structure and around the world.
Strategy highlights
- Enhanced income opportunity: Actively managed investments in infrastructure and real estate may offer higher income potential than traditional stocks and bonds
- Flexibility to find yield: Invests in real assets around the globe in what we believe to be the most attractive part of each company’s capital structure to provide stable income potential
- Diversify1 to help manage risk: Complementary to traditional equities and fixed income, real assets can help smooth overall returns through fluctuating markets, although they are subject in part to the volatility of real estate markets
Our investment process is strengthened by a proprietary analysis focusing on ESG factors. This enhancement has been applied to almost 600 infrastructure and real estate companies under coverage."
Portfolio management team
1 Diversification does not assure a profit or protect against loss.
Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.
ESG integration incorporates financially relevant ESG factors into investment research in support of portfolio management for actively managed strategies. Financial relevancy of ESG factors varies by asset class and investment strategy. Applicability of ESG factors may differ across investment strategies. ESG factors are among many factors considered in evaluating an investment decision, and unless otherwise stated in the relevant offering memorandum or prospectus, do not alter the investment guidelines, strategy or objectives.
Important information on risk
Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved.
As an asset class, real assets are less developed, more illiquid, and less transparent compared to traditional asset classes. Real asset investments are subject to various risks generally associated with the ownership of real estate-related assets and foreign investing, including fluctuations in property values, higer expenses or lower income than expected, changes in economic conditions, currency values, environmental problems and liability, the cost of and ability to obtain insurance, and risks related to leasing of properties.
Real estate investments are subject to various risks associated with ownership of real estate-related assets, including fluctuations in property values, higher expenses or lower income than expected, potential environmental problems and liability, and risks related to leasing of properties.
