Introducing the MFG Core Series

A new range of lower-cost global equity funds, designed to offer investors a unique and compelling combination of active portfolio construction and systematic portfolio management.

Find out more

About the MFG Core Series

Investors today are increasingly confronted with a significant challenge - pay for active management knowing that, in some cases, they could receive a market return after fees, or opt to invest passively taking the bad companies with the good, and receiving market returns with certainty. At Magellan, we don't believe investors should have to compromise and choose either rigorous fundamental investment research or efficient fees.

Our focus on solving problems for our clients prompted the genesis of the MFG Core Series. Leveraging Magellan’s high quality, proven investment research process to construct portfolios actively and then managing and rebalancing them on a systematic basis, the MFG Core Series offers investors an attractive investment proposition at a compelling 0.50% management fee.

  • Actively constructed, systematically managed, continuously monitored

  • Diversified, resilient portfolios

  • Exchange quoted on Chi-X 

  • Risk conscious

  • Investing in high quality global companies

  • 70-100 stocks

  • Attractively priced (0.50%)

  • Fully invested

 

We are delighted to be able to deliver the MFG Core Series to investors - our range of investment strategies that leverage Magellan's investment DNA whilst meeting the growing appetite in the marketplace for lower cost products.

Vihari Ross,
Head of MFG Core Series, Head of Research, Portfolio Manager

A new range of lower cost global equity funds that are actively constructed, systematically managed, continuously monitored

Leveraging Magellan’s proven investment process, the MFG Core Series provides investors with diversified exposure to the world’s best businesses; those with structural advantages capable of standing the test of time. Priced to sit at the core of an investor's portfolio, the MFG Core Series is designed to meet a variety of investor needs.


MFG Core Series: An Introduction

(viewing time: 08:23 mins)

Investment process

Actively constructed, systematically managed, continuously monitored” 

The unique, purpose-built investment process of the MFG Core Series brings together a combination of active and systematic elements, leveraging Magellan’s quality investment research and philosophy.  It forms the backbone of the investment process for each of the funds in the series. 

 

  • 1

    Rigorous research

Investments are selected by reference to a rigorous fundamental research process that implements Magellan’s proprietary assessment of business quality.

Comprehensive analysis of company fundamentals, industry analysis, financial characteristics and key risk exposures (including ESG) sees the investable universe filtered down to around 120-200 stocks.

  • 2

    Portfolio construction with active inputs

Active determination of business quality and other inputs contribute to portfolio inclusion decisions and weights within the funds.

  • 3

    Systematic portfolio management

Rules-based portfolio management and clearly defined rebalancing cycles allow the Strategies to be delivered with a management fee of 0.50%, giving rise to a solution that can sit at the core of any investor’s portfolio. The portfolios offer investors a resilient and diversified exposure to regions, sectors and individual stocks.

  • 4

    Continuous monitoring

Regularly scheduled reviews ensure business fundamentals remain robust, and key risk exposures remain acceptable. Dynamic real time review mitigates event risk.

Investment Insights

FAQs

The MFG Core Series are quoted on the Chi-X securities exchange and can be bought and sold like any listed security. Alternatively investors can apply and redeem directly with Magellan. See How to Invest for more information.

Chi-X Australia is an innovative Australian securities and derivatives exchange. Funds that are quoted on Chi-X can be bought and sold like any listed security via a stockbroker or online trading account.

There is no minimum investment amount if buying on the securities exchange. If applying directly with Magellan, the minimum investment amount is $10,000.

Important Information: Units in the fund(s) referred to herein are issued by Magellan Asset Management Limited (ABN 31 120 593 946, AFS Licence No 304 301). Past performance is not necessarily indicative of future results and no person guarantees the future performance of the fund(s), the amount or timing of any return from the fund(s), or that the investment objectives of the fund(s) will be achieved. This material has been provided for general information purposes and must not be construed as investment advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Investors should consider obtaining professional investment advice tailored to their specific circumstances and should read the relevant Product Disclosure Statement (PDS) applicable to the fund(s) prior to making any investment decisions. The PDS for the fund(s) is available at www.mfgcoreseries.com.au or can be obtained by calling 02 9235 4888. Any trademarks, logos, and service marks contained herein may be the registered and unregistered trademarks of their respective owners. Nothing contained herein should be construed as granting by implication, or otherwise, any licence or right to use any trademark displayed without the written permission of the owner. No part of this material may be reproduced or disclosed, in whole or in part, without the prior written consent of Magellan Asset Management Limited.