Magellan offers a range of global equity funds that invest in high-quality companies for the long-term and that can generate excess returns on capital for years to come.
Investing in global equities provides investors with exposure to some of the world's best companies, diversification, and the potential to enhance returns over the long-term.
Diversification
Investing across markets, sectors and investment themes, provides greater exposure to broader economic and market trends.
Global Exposure
Access to the world's most innovative companies and industries, future disruptors, and emerging global leaders.
Reduced Volatility
Investing across countries and sectors can help mitigate losses during market downturns due to typically low correlation between geographies.
Long Term Growth
Investing in high quality global companies may offer investors long-term growth potential and compounding opportunities.
Our investment philosophy
Our global equity funds Invest in high-quality global companies that provides investors with the opportunity to compound their earnings over time.
Magellan's proprietary definition of quality is forward looking and qualitative, underpinned by our experienced investment team and not solely based on historical quantitative metrics. Extensive research is undertaken to identify the unique attributes of a company that we consider enable it to generate attractive returns over the longer-term.
Our proven process and experienced investment team, seeks to invest in high-quality companies that have a sustainable competitive advantage and that can compound returns for our investors over the long term.
Extensive research
Our extensive bottom-up stock analysis and industry research identifies companies that have competitive advantages, predictable earnings and through the cycle growth and returns.
Investment experience
Our team of highly qualified and experienced investment professionals operate global equity strategies for clients based around the world.
Active management
We continually monitor and assess each company within our universe based on its quality, valuation, and key risks, creating active portfolio construction inputs.
Global Equities
Magellan Global Strategy
Investing in 20-40 of the world's best companies, the fund aims to achieve attractive risk-adjusted returns over the medium to long term while reducing the risk of permanent capital loss.
The investment fund is available in listed and unlisted form and where foreign currency exposures are hedged, unhedged or at the discretion of the manager.
The investment funds as concentrated portfolios investing in 10 to 20 of the world's best companies. They seek to invest in outstanding companies at attractive prices, while exercising a deep understanding of the macroeconomic environment to manage investment risk. Available in listed and unlisted form.
Calculations are based on exit price with distributions reinvested, after ongoing fees and expenses but excluding individual tax, member fees and entry fees (if applicable). Past performance is not a reliable indicator of future performance.
Our Global Equities and Infrastructure Portfolio Managers share their views on key global themes driving investment markets. Discussing the implications of interest rates, continued supply chain disruptions, digitalisation, AI and why Global Equities and Infrastructure investors have cause for optimism. (Viewing time: 91 mins)
Nikki Thomas and Arvid Streimann discuss key themes impacting the markets and providing opportunities for investors. Arvid discusses his recent trip to Washington which provided valuable insights into the future growth of AI innovation and adoption. Nikki touches on her future trip to China and how understanding the interplay between China and other economies is essential for businesses operating within China or competing against it in various sectors. (Viewing time: 12 mins)
Apr-2024Quiz - 0.25 CPD hours available
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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