Invest in Global Equities

Magellan Global Fund

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

Investment objectives

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.

The table below compares the return of the Magellan Global Fund to cash:

Returns are to 30 June 2021 (1)

RETURNS TO 30 JUNE 2021 (1) CASH (2) MAGELLAN GLOBAL FUND (3)
1 Year 0.0% 10.8%
3 Year 0.9% 13.2%
5 Year 1.2% 14.4%
10 Year 2.1% 16.7%
Since inception (4) 11.9%
1 – Returns for periods longer than one year are annualised
2 – Morningstar Long Term Asset Class Returns
3 – Magellan Global Fund (Open Class) (Managed Fund)
4 – Magellan Global Fund was established on 1 July 2007. ASX:GOLD was established on 28 March 2003.