Driven by reliable demand and predictable cashflows, investing in infrastructure offers investors reliable earnings growth and stable income streams in times of market declines.
Investing in infrastructure funds is investing in the essential services that support you every minute of every day.
Reliable income
Generates reliable cash flows with solid and stable earnings growth, no matter what economic conditions prevail.
Inflation protection
Natural or built-in protection against inflation - regulators typically allow these companies to raise prices to protect earnings when costs rise.
Stability
Assets that have reliable earnings growth and stable income streams are typically sources of stability in times of market declines.
Lower correlation
Low correlation with other asset classes, offering diversification benefits for investors.
Magellan's infrastructure universe is more strictly defined than standard infrastructure benchmark indices, which we believe provides investors with a more defensive exposure to the infrastructure asset class.
We seek to limit our investment universe to stocks that we believe provide investors with predictable, through-the-economic-cycle, inflation-linked returns. Excluding stocks whose earnings are sensitive to competition, movements in commodity prices, and sovereign risk. This includes assets such as transportation, energy and utilities, communications, and social infrastructure businesses.
Our Approach
Our experienced infrastructure investment team seeks to invest in the most advantaged infrastructure companies in the world, using detailed research analysis and continually monitoring the market.
Active fundamental research
Our strict proprietary definition of infrastructure seeks to find companies that have robust balance sheets and that are not subject to external risks.
Investment experience
Our team of highly qualified and experienced investment professionals operate global infrastructure strategies for clients based around the world.
Continuous active monitoring
Every quarter, each company within our universe is reassessed based on its quality, valuation, and key risks, creating new active portfolio construction inputs.
Global Listed Infrastructure
Magellan Infrastructure Strategy
Investing in 20-40 high quality global listed infrastructure companies, the fund aims to deliver risk adjusted returns over the medium to long-term; While reducing the risk of permanent capital loss.
The investment funds are available in listed and unlisted form and foreign currency exposures are hedged, unhedged or at the discretion of the manager.
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 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.
Ben McVicar and Ofer Karliner take us through the impact of cost-of-living pressures on toll roads and what holdings they are most excited about in the portfolio. They provide an update on passenger travel and airport spending rates as well as insights on the US election and how this could affect energy transition efforts. (Viewing time: 12 mins)
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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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