Our Funds

Magellan’s investment approach to global equities involves building a concentrated but balanced portfolio of 20-40 high-quality companies acquired at attractive prices with the objective of delivering returns above the MSCI World Net Total Return Index (AUD), after fees, over the medium to long term.

Vinva’s investment approach to active management involves a disciplined, transparent, and repeatable investment process using proprietary data-driven models to invest in global stocks, aiming for consistent performance and risk management through rigorous quantitative analysis.

Investing in 20-40 of the world's best companies, the following funds aim to achieve attractive risk-adjusted returns over the medium to long term while reducing the risk of permanent capital loss. The funds also aim to deliver 9% p.a. net of fees over the economic cycle.

The investment funds are available in quoted and unlisted form and where foreign currency exposures are hedged, unhedged or at the discretion of the manager.

Investing in 20-40 high quality global listed infrastructure companies, these funds aim to deliver risk adjusted returns over the medium to long-term; while reducing the risk of permanent capital loss.

The investment funds are available in quoted and unlisted form and foreign currency exposures are hedged, unhedged or at the discretion of the manager.

An actively managed, research driven and competitively priced portfolio of 70-100 resilient global listed infrastructure businesses, ones that meet Magellan’s exacting standards and strict, proprietary definition of listed infrastructure.

The investment fund is available in quoted and unlisted form.

The Fund delivers a concentrated portfolio of Airlie’s best ideas, typically between 15-35 Australian companies. It seeks to invest in well-run, quality business with strong financial positions, where current valuations do not fully capture this quality.

The investment fund is available in quoted and unlisted form.

The Fund seeks to provide long-term capital growth and income through investing in Australian listed small companies. The fund will typically be invested in 20-40 investments that Airlie consider to be high-quality companies.

The investment fund is unlisted, available by investing directly with the fund.

Vinva’s investment approach to active management involves a disciplined, transparent, and repeatable investment process using proprietary data-driven models to invest in Australian stocks, aiming for consistent performance and risk management through rigorous quantitative analysis.