Magellan Global Fund – How to Invest

The Magellan Global Fund offers investors the opportunity to invest in a specialised and focused global equity fund. 

We aim to invest in companies that have sustainable competitive advantages which translate into returns on capital in excess of their cost of capital for a sustained period of time. We endeavour to acquire these companies at discounts to their assessed intrinsic value. The Fund’s portfolio will comprise 20 to 40 investments. We believe such a portfolio will achieve sufficient diversification to ensure the Fund is not overly correlated to a single company, or to industry specific or macroeconomic risks. 

Financial Services Guide (FSG)

Financial Services Guide

Product Disclosure Statement (PDS)

Product Disclosure Statement – Magellan Global Fund

Additional Information Booklet

Forms

Please ensure that you have read and understood the original FSG and PDS prior to completing and submitting your Application Form.

The automated forms can be either completed on screen and then printed, or downloaded and filled in by hand.

Application Form

Additional Application Form

Withdrawal Form

 

Where to send your completed form

Please send your completed form to:

FundBPO  - Unit Registry
GPO Box 4968
Sydney NSW 2001
Tel: 1300 133 451
+61 2 9247 3326 (for overseas callers)
Fax: +61 2 9251 3525