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 3.4% p.a. 1
$1,397
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

Source:

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

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