Magellan offers a range of global equity funds that aim to invest in high-quality companies for the long-term and 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 global equity funds invest in high-quality global companies that provide 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 following funds aim to achieve attractive risk-adjusted returns over the medium to long term while reducing the risk of permanent capital loss. The funds also aim to deliver 9% p.a. net of fees over the economic cycle.
The investment funds are available in listed, quoted and unlisted form and where foreign currency exposures are hedged, unhedged or at the discretion of the manager.
The investment funds are concentrated portfolios investing in 10 to 20 investments, weighted towards Magellan's highest conviction ideas, in companies listed on global securities exchanges and aim to achieve attractive risk-adjusted returns over the medium to long-term. 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 2021.
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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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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Important Legal Information: By clicking "I agree," the user agrees that I have read the terms detailed below and confirm that I am an "Institutional Investor" and that I wish to proceed.
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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.
You are solely responsible for evaluating the risks and merits regarding the use of the website and any services provided within. Nothing contained in that website constitutes a solicitation, recommendation, endorsement or offer to buy or sell any securities or other financial instruments.
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