Global Specialty

Investing in high-quality companies, that we believe have a sustained competitive advantage within a specialty industry, theme, sector or market.
Explore Our Funds

Sustainability and ESG

Responsible investing enables investors to align their values and beliefs to their investment goals.

Our philosophy focuses on the future, by investing in companies we believe to have a sustained competitive advantage, and do not have wide-ranging detrimental impacts on society.

We invest in high quality companies, within a framework that considers Environmental, Social and Governance risks and reduces exposure to carbon risk in the portfolio.

Global Specialty

Magellan Sustainable Strategy

Investing in 20 to 50 high quality global companies within a framework that considers ESG risks. The Fund aims to achieve attractive risk-adjusted returns and preserve capital in adverse markets.

The investment fund are available in listed and unlisted form.

Magellan Sustainable Fund Strategy
The fund is an Active ETF. Quoted units are available on Cboe or by investing directly with the fund.
20-50 Stocks

Performance as at 31-May-2024 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
0.96%12.26%19.02%10.83%11.04%
Inception date: 11-Dec-2020 Important Information

Unit Price at 27-Jun-2024
History

Net Asset Value Entry Exit
3.2838 3.2861 3.2815
Additional Information
Investment & Forms
Online Application Withdrawal Form
For all other forms and to update details
Registry Online Portal

Magellan Core ESG Strategy

An actively managed, research driven and competitively priced portfolio of 70-90 of the world's highest quality and ESG active businesses. The fund leverages Magellan's DNA, that is Magellan's proprietary definition of quality, ESG framework, investment process and investment team.

The investment fund is available in listed and unlisted form.

Magellan Core ESG Fund Strategy
The fund is an Active ETF. Quoted units are available on Cboe or by investing directly with the fund.
70-90 Stocks

Performance as at 31-May-2024 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
-3.00%7.50%13.13%9.38%10.78%
Inception date: 11-Dec-2020 Important Information

Unit Price at 27-Jun-2024
History

Net Asset Value Entry Exit
4.6240 4.6286 4.6194

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.

Insights

PRI Climate Risk Series (APAC): Metrics and targets
PRI Climate Risk Series (APAC): Metrics and targets

Amy Krizanovic discusses the evolution of Magellan’s approach to climate and metrics, guided and supported by investor groups and responsible investment organisations.

May-2024
Artificial Intelligence and Human Rights Toolkit
Artificial Intelligence and Human Rights Toolkit

RIAA's Artificial Intelligence and Human Rights Investor Toolkit seeks to enhance the investment community's understanding of the financial and human rights risks associated with AI.

May-2024
TechRights Nexus - The intersection of Digital Tech, including AI and Human Rights
TechRights Nexus - The intersection of Digital Tech, including AI and Human Rights

Amy Krizanovic, Head of ESG, spoke on the panel at the Responsible Investment Association Australia conference, discussing the Artificial Intelligence and Human Rights toolkit, an essential resource to navigate this critical intersection. (Viewing time: 45 mins)

May-2024

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