Important notice: RINC’s investment universe was expanded on 8 August 2022. Refer to the Product Disclosure Statement dated 8 August 2022 and the ASX announcement here for more information.
RINC invests in an actively managed portfolio primarily comprising listed Australian real assets, such as A-REITs, utilities and infrastructure securities. Up to 20% of the portfolio may be allocated to listed real assets in other global developed countries. RINC aims to generate a pre-tax income yield higher than that produced by the S&P/ASX 200 Index, and to increase that income above the rate of inflation (as measured by the Consumer Price Index) over the long term. The Fund is managed by Franklin Templeton’s Specialist Investment Manager, Martin Currie.
Benefits of RINC
Attractive, growing income
RINC invests in quality companies that own ‘hard’ physical assets and are expected to pay strong dividend income from reliable revenue streams.
Keep pace with inflation
Real asset businesses are typically well-positioned to increase revenue and profit over time, enabling them to grow income in excess of the rise in the cost of living.
Lower concentration risk than Australian Property Securities Index
As RINC’s focus is broader than property, it provides more diversified exposure to listed real assets, avoiding the sector and stock concentration issues associated with the A-REIT Index. The ability to include some allocation to international securities provides opportunity for exposure to real asset sub-sectors not available in Australia.
How to Invest
- You can buy or sell units just like you’d buy or sell any share on the ASX.
- Fund requires no minimum investment.