Magellan Infrastructure Fund – How to Invest
The Magellan Infrastructure Fund offers investors an opportunity to invest in a specialised and focused global infrastructure fund.
With the objectives of achieving superior risk adjusted investment returns over the medium to long term and
minimising the risk of permanent capital loss, we aim to find outstanding infrastructure businesses at attractive prices.
We consider outstanding companies to have the same characteristics as those targeted by other Magellan funds, i.e. wide economic moat, high reinvestment potential, low business risks and low agency risks.
Specifically, we look for companies that own infrastructure assets that are subject to very limited (if any) competition; operate within a clearly defined legal and political framework that provides a level of contractual certainty for their assets’ operations and have clearly defined capital expenditure and asset acquisition policies.
We anticipate that the portfolio will comprise 20-40 individual investments with the portfolio weighted towards our highest conviction investment ideas.
Product Disclosure Statement
The Magellan Infrastructure Fund is offered under the combined Financial Services Guide and Product Disclosure Statement (Original FSG & PDS) dated 23 July 2007 and the Supplementary combined Financial Services Guide and Product Disclosure Statement (Supplementary FSG & PDS) dated 30 September 2010. The Original FSG & PDS and the Supplementary FSG & PDS contain important information about investing in the Magellan Infrastructure Fund and can be accessed via the link below.
Important Updates
Magellan Infrastructure Fund - PDS Update – July 2011
Application Form
Please ensure that you have read & understood the Original FSG & PDS and Supplementary FSG & PDS, prior to completing and submitting an Application Form.
The automated Application Form can be either be completed on screen and then printed or downloaded and filled in by hand.
Where to send the Completed Application Form
Please send the completed Application Form along with a cheque or payment details to:
FundBPO - Unit Registry
GPO Box 4968
Sydney NSW 2001
Tel: 1300 133 451
+61 2 9247 3326 (for overseas callers)