About the Magellan Core Series
The Core Series has Magellan's research DNA at its core. Magellan's DNA is embodied in our proprietary definitions of quality and of infrastructure, and our experienced investment team.
Magellan's Core Series provides investors with a diversified exposure to Magellan's definition of quality and infrastructure. These unique attributes support the ability of portfolio companies to generate sustainable attractive returns over the longer term, and through the cycle.
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Active Research
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Proprietary research
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Quality global investing
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Diversified portfolio
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Risk controls
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Consistent, repeatable process
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Competitively priced
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No performance fee
Magellan's DNA is core to the series
Magellan's investment DNA - proven investment process and experienced investment team. Magellan's investment process is founded on our proprietary definitions of quality and infrastructure. These definitions are unique, they are forward looking and qualitative, and have been fine tuned for over 15 years. These definitions leverage the active research from our experienced investment team, and our formal investment committee review process.
Investment process
“Research driven, actively managed and competitively priced”
The unique, purpose-built investment process of the Magellan Core Series brings together active fundamental analysis with a repeatable portfolio construction process. Magellan DNA, our proprietary research definitions are the core of the series.
Global Investment Universe
There are over 2,000 companies in the global listed equities space.
Our Global Universe
Active fundamental research is undertaken to determine which companies have the characteristics of our proprietary definitions of quality and infrastructure. These companies are continuously monitored for quality and risk, with oversight from the investment committee..
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Our Portfolio
A repeatable and consistent portfolio construction process is used to determine the portfolio. The process has consideration for sector and geographic diversification.
Our Core Funds
MFG Core International Fund (Managed Fund) (Ticker:MCSG)
A diversified global equities portfolio of 70-90 of the world's best companies – those with sustainable competitive advantages enabling them to continually earn returns on capital in excess of their cost of capital
More about MFG Core International Fund (Managed Fund) (Ticker:MCSG)MFG Core ESG Fund (Managed Fund) (TICKER:MCSE)
A diversified portfolio of 70-90 of the world's best companies – those with sustainable business models that meet our nuanced and proven ESG risk assessment process. These competitive advantages enable them to continually earn excess returns
More about MFG Core ESG Fund (Managed Fund) (TICKER:MCSE)MFG Core Infrastructure Fund (Managed Fund) (TICKER:MCSI)
A diversified portfolio of 70-100 stocks that meet Magellan's strict definition of infrastructure, with a proven institutional track record of delivering reliable investment returns and protecting capital in adverse markets
More about MFG Core Infrastructure Fund (Managed Fund) (TICKER:MCSI)The Magellan Core Series are quoted on Cboe and can be bought and sold like any listed security. Alternatively investors can apply and redeem directly with Magellan. See How to Invest for more information.
Important Information: Units in the fund(s) referred to herein are issued by Magellan Asset Management Limited (ABN 31 120 593 946, AFS Licence No 304 301). Past performance is not necessarily indicative of future results and no person guarantees the future performance of the fund(s), the amount or timing of any return from the fund(s), or that the investment objectives of the fund(s) will be achieved. This material has been provided for general information purposes and must not be construed as investment advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Investors should consider obtaining professional investment advice tailored to their specific circumstances and should obtain and read the relevant Target Market Determination (‘TMD’) and Product Disclosure Statement (‘PDS’) applicable to the fund(s) prior to making a decision about whether to acquire or continue to hold an interest in the fund(s). The TMD and PDS for the fund(s) are available on this website or can be obtained by calling 02 9235 4888. Any trademarks, logos, and service marks contained herein may be the registered and unregistered trademarks of their respective owners. Nothing contained herein should be construed as granting by implication, or otherwise, any licence or right to use any trademark displayed without the written permission of the owner. No part of this material may be reproduced or disclosed, in whole or in part, without the prior written consent of Magellan Asset Management Limited.
