Menu

We’ve selected the Magellan Global Fund as our Global Equities investment based on:

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 Objectives
Achieve attractive risk-adjusted returns over the medium to long-term, while reducing the risk of permanent capital loss
Return since
inception
8.6%

*Return per annum. As at 31/10/2021.

Investment Performance
Since Magellan Global Fund started its operations in 2007 it has returned 11.75% outperforming the Index by 3.85%
itrust invest's Performance with Global Equities
Since itrust invest started operations in 2018, itrust invest's return on Global Equities has been 8.6%. This is shown in the chart below.
Return since
inception
8.6%

**Return per annum. As at 31/10/2021.

Invest with us

Invest in Gold

Since inception growth of AUD $1,000 – 31 October 2021

Calculations are based on net asset value with distributions reinvested, after ongoing fees and expenses but excluding individual tax. Fund inception 11 December 2018.