If you wish to receive a copy of Plan for Life's Product Rating and Benchmarking report on Magellan FuturePay, please complete the form below.
The purpose of this report is to benchmark FuturePay and to assign an independent Product Rating as at 15 December 2021. This reflects the product and the operations of Magellan in its financial, operational, market-related and investment support services for the product.
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Magellan FuturePay: Independent Investment Research Report
Fund managers tend to explain risk to their investors by using measures like the standard deviation of returns. This is a sensible approach if investors are primarily focused on accumulating assets. But if investors are nearing retirement and hoping to secure a steady income that keeps pace with inflation, a different approach is required. (Reading time: 7 mins)
As Australians enter retirement they face conflicting investment goals. They want to maintain access to their savings, but they also want to receive a predictable inflation-adjusted income without eroding their capital. In this paper, we look at how retirees can navigate these conflicts. (Reading time: 7 mins)
In this introductory paper to the Magellan Retirement Income series we examine the retirement landscape in Australia. We explore the origins of Australia’s world-leading retirement system, the decline of defined benefit funds, and the future of retirement income in this country. (Reading time: 7 mins)
FuturePay Investor Briefing with Emma Kirk, Magellan Key Account Manager, Chris Wheldon, Portfolio Manager of Magellan's High Conviction Strategy and Paddy McCrudden, Head of Retirement Solutions and Data Science.
Recorded live on 18 November 2021 at Crown Hotel, Sydney (87 mins)
Magellan FuturePay: Independent Investment Research Report
How to use equities in retirement and mitigate the associated risks.
Paddy McCrudden, Magellan's Head of Retirement Solutions and Data Science, chats to Ausbiz as part of the Chi-X Investment Series, about the challenges investors face in retirement and how Magellan's FuturePay looks to solve these problems.
This report assesses the benefits of using growth assets in retirement to convert retirement balances into income that will last over the remaining lifetime.
FuturePay launch event, Paddy McCrudden, Head of Retirement Solutions and Data Science, discusses FuturePay and answers questions from the audience. Recorded live at Fullerton Hotel, Sydney (59 mins)
Ever thought of investing in essential services? Investing in infrastructure is about investing in the companies that provide essential services to society, and earning predictable, reliable returns in the process.
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.
FuturePay is an innovative, new, listed, actively managed fund which aims to deliver investors a predictable monthly income that grows with inflation.
To understand more about the compromises of investing in retirement, watch this short video. (3:28min)
Paddy McCrudden, Portfolio Manager of FuturePay, explains how FuturePay was developed, what the benefits are and how it works in practice.
We provide an overview of FuturePay, what it aims to deliver investors and what makes the product unique.
Understanding Investment Risks in Retirement (3:51 mins)
Gerald Stack dissects recent portfolio performance, potential inflation concerns and investment opportunities as global economic re-openings begin to gather pace. (Viewing time: 17 mins)
Magellan Chairman & CIO, Hamish Douglass talks investing with Alec & Bryce from Equity Mates. (Listening time: 55 mins)
Hamish Douglass, Chairman, CIO and Lead Portfolio Manager (Global) was interviewed for Morningstar’s ‘The Long View’ podcast. In this wide ranging interview, Hamish discusses Magellan’s unusual origin story, investing in China, and how to build a cohesive lower-risk global equities portfolio. (Listening time: 49 mins)
Might his emergency stimulus revive inflation? (Reading time: 5 min)
Hamish Douglass, Magellan’s Chairman and CIO, reflects on a remarkable 12 months since the pandemic shook global markets, he discusses portfolio performance over recent months and his view on the current state of the market including the recent volatility and trending investor exuberance. (Viewing time: 29 mins)
