Magellan's range of competitively priced global equity and infrastructure funds offer investors a unique combination of active fundamental research and a repeatable portfolio construction process.
Active research
Proprietary research
Quality global investing
Diversified portfolio
Risk controls
Consistent, repeatable process
Competitively priced
No performance fee
Why Magellan Core Series
The Magellan Core Series has Magellan's research DNA at its core, providing investors with a competitively priced diversified exposure to Magellan's proprietary definitions of quality or infrastructure. These definitions are unique, they are forward looking and qualitative, and have been fine tuned for over 15 years.
Active Research
Active fundamental analysis that identifies outstanding companies generating sustained attractive returns over the longer-term.
Proprietary Universe
Proprietary definitions and investment process to reach Magellan's approved investable universe.
Consistent, Repeatable Process
Rules based portfolio construction with consideration for sector and geographic diversification.
Competitively Priced
Management Fees^: Magellan Core Global Fund 0.51% p.a. Magellan Core ESG Fund 0.51% p.a. Magellan Core Infrastructure Fund 0.50% p.a.
^Transaction costs may also apply - refer to the Product Disclosure Statement. All fees are inclusive of the net effect of GST.
Global Equities
Magellan Core Global Strategy
The Fund was terminated effective Wednesday, 20 November 2024 ('Termination Date') pursuant to the Responsible Entity's power under the Fund's constitution ('Constitution') and pursuant to section 601NA of the Corporations Act. The Fund was removed from quotation on Cboe on 20 November 2021.
An actively managed, research driven and competitively priced portfolio of 70-100 resilient global listed infrastructure businesses, ones that meet Magellan’s exacting standards and strict, proprietary definition of listed infrastructure.
The investment fund is available in quoted and unlisted form.
The Fund was terminated effective Wednesday, 20 November 2024 ('Termination Date') pursuant to the Responsible Entity's power under the Fund's constitution ('Constitution') and pursuant to section 601NA of the Corporations Act. The Fund was removed from quotation on Cboe on 20 November 2024.
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.
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