Global Equities

Magellan offers a range of global equity funds that aim to invest in high-quality companies for the long-term and generate excess returns on capital for years to come.
Illustration for Global Equities

Explore our Magellan global equity strategies and Vinva systematic global equity strategies, providing investors access to invest in diversified portfolios aiming to generate excess returns on capital for years to come.

Why Global Equities?

Investing in companies with the potential to provide long-term wealth creation and compounding opportunities.

Diversification

Diversification

Investing across markets, sectors and investment themes, provides greater exposure to broader economic and market trends.

Global Exposure

Global Exposure

Access to the world's most innovative companies and industries, future disruptors, and emerging global leaders.

Reduced Volatility

Reduced Volatility

Investing across countries and sectors can help mitigate losses during market downturns due to typically low correlation between geographies.

Long Term Growth

Long Term Growth

Investing in high quality global companies may offer investors long-term growth potential and compounding opportunities.

Global Equities

Magellan Global Opportunities Strategy

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.

Magellan Global Opportunities Strategy Strategy
Available on the ASX or by investing directly with the fund.
20-40 Stocks

Performance as at 31-May-2026 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
-0.76%-7.85%-4.21%10.40%5.70%6.50%
Inception date: 11-Oct-2019 Important Information

Unit Price at 25-Jun-2026
History

Net Asset Value Entry Exit
1.5946 1.5962 1.5930
Unlisted units, available by investing directly with the fund.
20-40 Stocks
Class A

Performance as at 31-May-2026 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
-0.68%-7.73%-4.05%10.60%5.74%7.32%9.03%10.92%
Inception date: 1-Jul-2013 Important Information

Unit Price at 25-Jun-2026
History

Net Asset Value Entry Exit
2.0339 2.0359 2.0319
Class B

Performance as at 31-May-2026 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
-0.67%-7.70%-3.81%10.99%6.28%7.77%8.02%
Inception date: 15-Nov-2017 Important Information

Unit Price at 25-Jun-2026
History

Net Asset Value Entry Exit
1.2782 1.2795 1.2769
This is a representative account to provide a longer-term view of the Fund's current investment strategy.
20-40 Stocks

Performance as at 31-May-2026 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
-0.86%-7.91%-1.81%14.54%10.00%
Inception date: 1-Jan-2022 Important Information

Unit Price at 25-Jun-2026
History

Net Asset Value Entry Exit
4.6752 4.6799 4.6705

Vinva Systematic Global Equities Strategy

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.

Vinva Systematic Global Equities Strategy Strategy
Open Class Units, available on the ASX or by investing directly with the fund.
300+ Stocks

Performance as at 31-May-2026 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
Inception date: 5-Jun-2026 Important Information

Unit Price at 25-Jun-2026
History

Net Asset Value Entry Exit
2.7769 2.7811 2.7727
Unlisted units, available by investing directly with the fund.
300+ Stocks

Performance as at 31-May-2026 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
Inception date: 5-Jun-2026 Important Information
Unlisted units, available by investing directly with the fund.
400+ Stocks

Performance as at 31-May-2026 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
7.20%4.73%21.24%20.23%
Inception date: 22-Oct-2024 Important Information

Unit Price at 24-Jun-2026
History

Net Asset Value Entry Exit
1.3048 1.3068 1.3028
Unlisted units, available by investing directly with the fund.
400-600 Stocks

Performance as at 31-May-2026 Chart

3 mths 6 mths 1 yr 3 yrs (pa) 5 yrs (pa) 7 yrs (pa) 10 yrs (pa) Since inception
5.04%1.48%18.23%21.26%
Inception date: 19-Feb-2024 Important Information

Unit Price at 24-Jun-2026
History

Net Asset Value Entry Exit
1.5335 1.5373 1.5297

Calculations are based on exit price with distributions reinvested, after ongoing fees and expenses but excluding individual tax, member fees and entry fees (if applicable). Past performance is not a reliable indicator of future performance.

Factsheets notifications to your inbox

Receive email notifications for our monthly fund factsheets

Thank you for signing up to receive our Factsheet notifications