If you wish to receive a copy of Rice Warner’s full report on Magellan Future Pay, titled ‘Review of Retirement Solution for Magellan Asset Management’ (May 2021) please complete the form below.
This Report is an independent assessment focused on quantifying the outcomes for retirement investors using Magellan FuturePay as a component of their retirement strategies. The Report outlines the modelling assumptions and assessment framework used in their analysis.
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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 with Brett Cairns, CEO and Paddy McCrudden, Head of Retirement Solutions and Data Science. 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.
Magellan Asset Management Limited (Magellan) has commissioned Rice Warner to independently assess Magellan FuturePay. This note summarises the key findings, details of which are included in a more detailed report.
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.
Magellan’s CEO Brett Cairns provides 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)
