Our Business – Strategy

Magellan Asset Management Limited Investment Funds

Magellan Financial Group has launched three global investment funds for high net worth and retail investors in Australia and New Zealand, and has a limited number of globally-focused investment funds for institutional investors. Its investment objective is to maximise the after tax returns for Australian and New Zealand investors through the patient, value-focussed, assessment of investments judged on a probability weighted basis, supported by leading corporate finance and mergers and acquisitions skills. Magellan’s key focus is upon investing in the world’s most outstanding companies when their valuations are attractive.

Magellan three investment funds are:

Magellan Global Fund which is a unit trust that invests in global equities and was ranked as the best performing fund for calendar year 2008 by Morningstar.

Magellan Infrastructure Fund which is a unit trust that invests in a focussed global portfolio of listed infrastructure investments.

Magellan Flagship Fund Limited is an ASX listed investment company (ASX Code: MFF) which invests in global equities.

In appropriate circumstances Magellan Financial Group€ will also consider investing€ in a small number of external fund management businesses across the various fund management disciplines. MFG will consider investment in existing fund managers where the existing owners wish to monetise part of their ownership interests and will consider providing capital and expertise to seed new fund management businesses. These investments will primarily be minority shareholdings where control will reside with the management team of the fund manager. With any investment, MFG is committed to developing a reputation as an excellent and supportive partner for talented fund managers in the market.

  • Its investment objective is to maximise the after tax returns for Australian and New Zealand investors through the patient, value-focussed, assessment of investments judged on a probability weighted basis, supported by leading corporate finance and mergers and acquisitions skills.
  • Its investment objective is to maximise the after tax returns for Australian and New Zealand investors through the patient, value-focussed, assessment of investments judged on a probability weighted basis, supported by leading corporate finance and mergers and acquisitions skills.
  • Its investment objective is to maximise the after tax returns for Australian and New Zealand investors through the patient, value-focussed, assessment of investments judged on a probability weighted basis, supported by leading corporate finance and mergers and acquisitions skills.

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1 The MFG Class B Shares have no entitlement to receive dividends, have no voting rights, and will convert into MFG Ordinary Shares on the first business day after 21 November 2016. € The terms of the MFG Class B Shares are set out in Annexure C of the Notice of General Meeting and Explanatory Memorandum dated 28 December 2007, which can be accessed on the company announcement page of the MFG website () or on the ASX website.

  • Magellan Asset Management – Our Investment Philosophy (PDF, 242kb)
  • Magellan Asset Management – Our Investment Philosophy (PDF, 242kb)