Global listed infrastructure products

Simple, one-click access to the world's best global listed infrastructure stocks, via the ASX, as selected by Magellan's experts

Infrastructure: Supporting you every minute of every day

Investing in infrastructure and utilities is about investing in the companies that provide essential services to society.

They offer:

Reliable long-term returns
Downside protection
Portfolio diversification
Inflation protection

 

Magellan’s Global Infrastructure strategy offers investors the opportunity to invest in a specialised and focused global listed infrastructure portfolio, the aim of which is to achieve attractive risk-adjusted returns over the medium to long-term while reducing the risk of permanent capital loss.

Magellan believes that infrastructure assets, with requisite earnings reliability and a linkage of earnings to inflation, offer an attractive, long-term investment proposition.

Our Global Listed Infrastructure strategies are available in listed and unlisted form and where foreign currency exposures are hedged or unhedged. Simple, easy access to the world’s best listed infrastructure companies as selected by Magellan’s experts.

 

  • Magellan Infrastructure Fund

    Portfolio of 20 to 40 stocks that seeks to deliver the stable returns offered by the asset class, while protecting returns from currency movements

    Invest in three simple steps

    1. Complete the Application Form & CRS Form(s) (if applicable)
      You will be guided by the Application Form as to which CRS form(s) to complete.

    2. Send application form to Mainstream Fund Services
      Mainstream Fund Services - Unit Registry
      GPO Box 143
      Sydney NSW 2001

    Speak with your adviser/broker. To find an adviser, visit Financial Planning Association of Australia (FPA) or Association of Financial Advisers (AFA).

  • Magellan Infrastructure Fund (Unhedged)

    Portfolio of 20 to 40 stocks that seeks to deliver the stable returns offered by the asset class

    Invest in three simple steps

    1. Complete the Application Form & CRS Form(s) (if applicable)
      You will be guided by the Application Form as to which CRS form(s) to complete.

    2. Send application form to Mainstream Fund Services
      Mainstream Fund Services - Unit Registry
      GPO Box 143
      Sydney NSW 2001

    Speak with your adviser/broker. To find an adviser, visit Financial Planning Association of Australia (FPA) or Association of Financial Advisers (AFA).

  • Compare the key features - Magellan Infrastructure Fund vs Magellan Infrastructure Fund (Unhedged)

    Magellan Infrastructure Fund Magellan Infrastructure Fund (Unhedged)
    Available on the ASX No No
    Portfolio manager Gerald Stack
    Gerald Stack
    Gerald Stack
    Gerald Stack
    Number of companies 20-40 20-40
    Max cash 20% 20%
    Currency hedging Hedged Unhedged
    Distribution policy Paid semi-annually Paid semi-annually
    Management fee 1.05% 1.05%
    Performance fee

    10.0% of the excess return of the Units of the Fund above the higher of the Index Relative Hurdle (S&P Global Infrastructure Index A$ Hedged Net Total Return) and the Absolute Return Hurdle (the yield of 10-year Australian Government Bonds). Additionally, the Performance Fees are subject to a high water mark.

    10.0% of the excess return of the Units of the Fund above the higher of the Index Relative hurdle (S&P Global Infrastructure Index A$ Unhedged Net Total Return) and the Absolute Return Hurdle (the yield of 10-year Australian Government Bonds). Additionally, the Performance Fees are subject to a high water mark.

    Benchmark S&P Global Infrastructure Index A$ Hedged Net Total Return S&P Global Infrastructure Index A$ Unhedged Net Total Return

FAQs

There is no minimum investment for Magellan's listed funds.

A minimum initial investment of $10,000 and minimum subsequent investment of $5,000 applies to each of Magellan’s unlisted funds.