Global Specialty

Investing in high-quality companies, that we believe have a sustainable competitive advantage within a specialty industry, theme, sector or market.
Explore Our Funds

Sustainability and ESG

Responsible investing enables investors to align their values and beliefs to their investment goals.

Our philosophy focuses on the future, by investing in companies we believe to have a sustainable competitive advantage, and do not have a detrimental impact on the environment or our lives.

We invest in high quality ESG active companies, within a framework that considers Environmental, Social and Governance risks and delivers very low carbon exposure.

Global Specialty

Magellan Sustainable Strategy

Investing in 20 to 50 high quality global companies within a framework that considers ESG risks. The Fund aims to achieve attractive risk-adjusted returns and preserve capital in adverse markets.

The investment fund are available in listed and unlisted form.

Magellan Sustainable Fund Strategy
Listed units, available on Cboe as an Active ETF and directly with the fund.
20-50 Stocks

Performance as at 31-Mar-2024 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
11.78%20.15%28.68%12.47%11.91%
Inception date: 11-Dec-2020 Important Information

Unit Price at 24-Apr-2024
History

Net Asset Value Entry Exit
3.1936 3.1958 3.1914
Estimated NAV Per Unit 3.16 at 25-Apr-2024
Additional Information
Investment & Forms
Online Application Withdrawal Form
For all other forms and to update details
Registry Online Portal

Magellan Core ESG Strategy

An actively managed, research driven and competitively priced portfolio of 70-90 of the world's highest quality and ESG active businesses. The fund leverages Magellan's DNA, that is Magellan's proprietary definition of quality, ESG framework, investment process and investment team.

The investment fund is available in listed and unlisted form.

Magellan Core ESG Fund Strategy
Listed units, available on Cboe as an Active ETF and directly with the fund.
70-90 Stocks

Performance as at 31-Mar-2024 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
10.25%17.61%22.34%12.64%12.47%
Inception date: 11-Dec-2020 Important Information

Unit Price at 24-Apr-2024
History

Net Asset Value Entry Exit
4.4941 4.4986 4.4896
Estimated NAV Per Unit 4.47 at 25-Apr-2024

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). Past performance is not a reliable indicator of future performance.

Insights

Exploring sustainable returns through quality growth investments
Exploring sustainable returns through quality growth investments

Elisa Di Marco sits down with  Investment markets and provides insights into how Magellan constructs their global portfolios. (Viewing time: 16 mins)

Mar-2024
Social and Regulatory Risks of AI
Social and Regulatory Risks of AI

While we have a high conviction in the structural tailwinds of AI we must also understand the risks associated with this expansive technology. (Reading time: 5 mins)

Feb-2024
Magellan Explains: Scope 1,2 & 3 carbon emissions
Magellan Explains: Scope 1,2 & 3 carbon emissions

The majority of Greenhouse Gas (GHG) emissions released into the atmosphere can be attributed to human activities. These emissions usually come from power generation, industrial processes and cars. GHG emissions can be classified into three categories: scope 1, scope 2, and scope 3 emissions.

Feb-2024

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