Our Investments


Our Investments

Magellan Global Fund

Based upon their ethics, performance and suitability for long term investment, we have selected the Magellan Global Fund as our foundation investment.

Investment Objectives:
  • Achieve attractive risk-adjusted returns over the medium to long-term;
  • Whilst reducing the risk of permanent capital loss
Investment philosophy

The Magellan Global Fund seeks to invest in outstanding companies at attractive prices, while exercising a deep understanding of the macroeconomic environment to manage investment risk.

Investment in the best companies globally:
Value of $1,000 invested over 10 years
Cash 3.4% p.a. 1
Australian Equities
5.4% p.a. 1 $1,692
International Equities 7.8%
p.a. 1 $2,119
Magellan Global Fund 13% p.a. 2 $3,395


  1. Morningstar, Long term assets Class returns, at 31st March, 2018
  2. Magellan Global Fund, at 31st March, 2018


Your money’s safety is our highest priority
  • Bank-grade security
  • 256-bit encryption
  • Custodian services provided by Perpetual
  • All client data is encrypted
  • Protected under Amazon security umbrella
  • 24/7 monitoring
  • Payments managed securely by Westpac