Manager Summary
Magellan Investment Partners is a dedicated investment manager and partner with nearly 20 years of expertise, focused on understanding client needs and delivering specialist investment solutions.
The firm combines exceptional global knowledge with the accessibility of dedicated teams. Its proven and highly qualified distribution team and institutional-grade platform enable investment managers to focus on delivering long-term financial outcomes.
Headquartered in Australia, Magellan Investment Partners brings to market investment solutions managed by Magellan Global Equities, Magellan Global Listed Infrastructure, Airlie Funds Management (Australian equities) and Vinva Investment Management (global and Australian systematic equities).
Strategy Summary
An ASX-listed Active ETF investing in investing in 20 to 40 of the world's best global stocks. The Fund's investment objective is to outperform the MSCI World Net Total Return Index (AUD) net of fees over periods of three years or longer.
In September 2025 the Magellan High Conviction Fund (now renamed the Magellan Global Opportunities Fund No.2) was transitioned to the Magellan Global Opportunities Fund Active ETF (ASXOPPT).
Key Terms
| Status: | Open | Inception Date: | Oct 2019 |
| Strategy: | Equity Long | Style: | Value |
| Geography: | Global | Domicile: | Australia |
| Investors: | Retail | Min. Investment: | AU$ 0 |
| Distributions: | 6 Monthly | Applications: | Daily |
| Fund Size: | AU$ 369.9m | Management Fee: | 0.75% |
| Manager FUM: | AU$ 40,000m | Performance Fee: | 0.00% |
Key Statistics
| Fund | Index* | Fund | Index* | ||
| Apr 2026: | 2.19% | 6.24% | Sharpe1: | 0.35 | 0.87 |
| 1 Year: | 1.04% | 14.49% | Sortino1: | 0.40 | 1.29 |
| 3 Years2: | 10.48% | 15.89% | Best Month1: | 7.96% | 7.49% |
| 5 Years2: | 5.13% | 11.80% | Worst Month1: | -9.30% | -8.08% |
| Inception1,2: | 6.32% | 12.03% | Volatility1,2: | 13.65% | 11.20% |
| Up-Capture1: | 87% | N/A | Down-Capture1: | 120% | N/A |