Our Investments

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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 1.4% p.a. 1
Australian Equities 26.0% p.a.1
International Equities 23.6% p.a.1
Magellan Global Fund 26.3% p.a.1
Cash 1.7% p.a. 3
Australian Equities 12.7% p.a.3
International Equities 15.8% p.a.3
Magellan Global Fund 18.8% p.a.3
Cash 1.9% p.a. 5
Australian Equities 9.9% p.a.5
International Equities 13.0% p.a.5
Magellan Global Fund 15.0% p.a.5
Cash 2.8% p.a. 10
Australian Equities 8.5% p.a.10
International Equities 12.8% p.a.10
Magellan Global Fund 16.1% p.a.10

Note:

  1. Morningstar – Long Term Asset Class Annualised Returns, at 30thNovember, 2019
  2. Magellan Global Fund, Annualised Returns, at 30th November, 2019
value of $1,000 invested over 10 years
Cash(1)
Australian Equities(1)
International Equities(1)
Magellan Global Fund(2)
1 Year
1.4%
26.0%
23.6%
26.3%
3 Year
1.7%
12.7%
15.8%
18.8%
5 Year
1.9%
9.9%
13.0%
15.0%
10 Year
2.8%
8.5%
12.8%
16.1%

Note:

  1. Morningstar – Long Term Asset Class Annualised Returns, at 30thNovember, 2019
  2. Magellan Global Fund, Annualised Returns, at 30th November, 2019

Security

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