Investing in a Magellan fund starts with the question 'why invest in global equities?'.
By having limited exposure to global equities, Australian investors are restricting their investment opportunities.
A key question for many Australian investors is whether or not they should have the vast majority of their equity investments in Australian shares when 97% of the world’s listed companies are found overseas.
Clearly, by having limited exposure to global equities, Australian investors are restricting their investment opportunities. To benefit from the key investment trends that are likely to prevail over the next decade and beyond, we believe investors will need to boost their exposure to global businesses. Some of the key trends that we expect to be powerful forces in the years ahead include cloud computing, digital platforms, e-commerce, the cashless economy, the reach of global brands, the Chinese consumer, driverless cars, healthcare for an ageing population and artificial intelligence.
Worthwhile companies to own for the long term will generally possess some form of Warren Buffett’s fabled ‘economic moat'
As an active investor, we believe that successful investing is about finding, and owning for the long term, companies that can generate excess returns for years to come. We do not look for stocks that might come into short-term favour on stock markets.
The worthwhile companies to own for the long term will generally possess some form of Warren Buffett’s fabled ‘economic moat’. This term is how Buffett describes a company’s sustainable advantage over competitors that enable a business to earn superior returns that are well above the cost of capital. The pick of these high-quality companies can expand their businesses in the same profitable fashion.
We seek to own such stocks and let compound returns work their magic over time. Even a return on capital that is just a few percentage points higher than that delivered by competitors will create vastly more shareholder value as years go by.
Our investment team seeks to find such stocks by conducting company analysis that we like to think is ‘an inch wide and a mile deep’.
On top of that, we conduct macroeconomic analysis and risk management to construct a portfolio that aims to generate attractive returns over the medium to long-term. Importantly, we seek to invest in a way that reduces the risk of permanent capital loss.
Since we started, our award-winning and highly rated global and infrastructure strategies have delivered attractive returns for clients.
Magellan manages global equity and global infrastructure funds. Within each category, we offer listed and unlisted options, where the listed options are listed investment trusts or active ETFs found on the ASX. Within each category, we offer options where returns in Australian dollars are hedged or unhedged.
Our global equity funds are designed as core options for investors who would like to achieve attractive risk-adjusted returns over the medium to long term, while reducing the risk of permanent capital loss.
Our global infrastructure funds are designed for investors who seek to benefit from the stable earnings, inflation protection and lower risk of capital losses offer by the asset class.
|Fund||3 Months||6 Months||1 Year||3 Years (% pa)||5 Years (% pa)||7 Years (% pa)||10 Years (% pa)||Since Inception (% pa)||Inception date||Chart|
|Magellan Global Fund||8.99%||17.07%||25.53%||12.01%||15.89%||19.23%||13.73%||12.15%||1/7/2007|
|Magellan Global Fund (Hedged)||6.82%||11.49%||16.47%||14.07%||12.54%||12.53%||1/7/2013|
|Magellan Global Equities Fund (Managed Fund) (ASX:MGE)||8.94%||17.00%||25.43%||12.10%||11.46%||2/3/2015|
|Magellan Global Equities Fund (Currency Hedged) (ASX:MHG)||6.88%||11.53%||16.39%||14.23%||10.87%||4/8/2015|
|Magellan Global Trust (ASX: MGG)||7.61%||14.14%||19.86%||18/10/2017|
|Magellan Infrastructure Fund||- 0.16%||4.75%||5.74%||9.92%||12.67%||13.75%||11.33%||8.23%||1/7/2007|
|Magellan Infrastructure Fund (Unhedged)||1.21%||6.46%||10.22%||7.87%||14.03%||14.11%||1/7/2013|
|Magellan Infrastructure Fund (Currency Hedged) (ASX:MICH)||- 0.13%||4.73%||5.72%||7.03%||19/7/2016|
|Magellan High Conviction Fund||6.64%||13.82%||22.53%||14.51%||17.78%||17.38%||1/7/2013|
Important Information: 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). For the ASX Quoted Funds calculations are based on NAVs, published in the ASX announcements for the relevant ASX Quoted Funds, with distributions reinvested, after ongoing fees and expenses but excluding individual tax, member fees and entry fees (if applicable).
You can invest in any of our funds through the following three options:
You can trade our listed funds via your own online share trading platform and for our unlisted funds you can download the PDS and application form and return via mail.
Just click below in Ready to Invest to access the PDS for the fund you are interested in.
You can contact your stock broker to trade our listed funds and access our unlisted funds. Click to find a stockbroker at www.asx.com.au
You can contact your financial adviser to trade our listed funds and access our unlisted funds. Click to find a financial adviser at www.fpa.com.au
Select the Fund below to find out more information on how you can invest.