Responsible Investing

Intro to Responsible Investing

Magellan remains dedicated to responsible investing. Recently, the Magellan Core ESG Fund was classified as a Sustainable Plus investment product by the Responsible Investment Association Australasia (RIAA).¹

Our investment team explores enduring themes such as artificial intelligence, decarbonisation, and GLP1 obesity drugs and how the team considers these themes in their investment approach. They also examine the impacts of extreme weather events and the opportunities and risks associated with the shift towards the energy transition.

Beyond Transactions

For over a decade, payments have been a foundational investment in our global portfolios. We’ve consistently invested in Visa and Mastercard due to their strong potential to protect and grow earnings with high certainty. This confidence stems from their robust business models, or ‘economic moats,’ and the ongoing shift towards digitising consumer payments.

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Investing in global equities

Head of ESG Amy Krizanovic and Portfolio Manager Elisa Di Marco delve into the significance of Responsible Investing within global equities, and touch on the need to consider human rights impacts in Artificial Intelligence investment. They share insights on the evolving landscape of consumer staples and how companies like Coca Cola and Nestlé are innovating to meet changing consumer preferences.

“We're really proud to achieve the highest rating when it comes to ESG certification by RIAA. It's a real testament to the work that the investment team has been doing, for many years now”.

Elisa Di Marco, Portfolio Manager Core Global and Core ESG

(Complete quiz for 0.25 hours)

Investing in Infrastructure

Head of ESG Amy Krizanovic and Portfolio Manager David Costello, CFA discuss the impact of extreme weather events and the energy transition in relation to responsible investing in global listed infrastructure. They share insights and take us thorough examples of companies exposed to physical risks, their implementation of mitigation strategies, and the materiality of the impact on cash flows.

“When we think about the impact of physical risks, we are guided by an assessment of the materiality of the impact to cash flows. That's our North Star here”.

David Costello, CFA, Portfolio Manager

(Complete quiz for 0.25 hours)

Stock Story: Booking Holdings

Travel is a vast and growing industry, and over the past 20 years, Booking Holdings has played a pivotal role in its digital transformation. As the global leader in online travel, Booking has created a dominant two-sided marketplace, linking millions of small, independent hotels with millions of leisure travellers worldwide.

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Fund Factsheets

Our fund updates provide commentary on the macro environment and global infrastructure markets over the previous year and discusses the portfolio performance and positioning over the period.

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Magellan Core ESG Fund Magellan Sustainable Fund

Magellan 'In The Know' is our monthly investment podcast, you can access on Apple or spotify.

In the episode below Magellan’s Portfolio Manager of Core Global and Core ESG, Elisa Di Marco, is joined by Mastercard’s Head of Investor Relations, Devin Corr.

¹The Responsible Investment Certification Program provides general advice only and does not take into account any person’s objectives, financial situation, or needs. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Because of this, you should consider your own objectives, financial situation and if the advice relates to the acquisition, or possible acquisition, of a particular financial product. Certifications are current for 24 months and subject to change at any time.