MONEY MASTERS

Magellan: Global Equities Fund

Nikki Thomas. head of research & portfolio manager Magellan Financial Group

The Magellan Asset Management Global Equities Fund aims to provide investors with access to best-of-breed global companies to assist them in diversifying their portfolio and giving them a competitive advantage. This Money Masters course with Nikki Thomas will give you insights into Magellan’s due diligence process for stock selection and how the fund invests according to a dual investment bucket approach to provide stable returns whilst accessing optimum investment opportunities.

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What you'll learn /

The Magellan Asset Management Global Equities Fund masterclass with Nikki Thomas will give you insights into:

 

How global equities provide portfolio diversification for investors
Magellan’s due diligence process for selecting only the optimal global investment opportunities
The ideal time frame for investing in the Magellan Asset Management Global Equities Fund
How the Magellan Asset Management Global Equities Fund invests according to a dual investment bucket approach to provide stable returns whilst accessing the best opportunities for investors

About the expert /

Nikki Thomas /

head of research & portfolio manager Magellan Financial Group


Nikki Thomas joined Magellan in January 2007. Prior to Magellan, Nikki spent fourteen years in institutional stockbroking, holding Equity Analyst positions at BT Securities and at Deutsche Bank, where she was heavily involved in the development of valuation tools for use across the research team. Nikki has been a CFA Charterholder since 1997 and is an active member of the CFA Society of Sydney. She holds a Bachelor of Commerce from the University of NSW and is also a Chartered Accountant.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
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Outline of the course /

Snapshot

Nikki Thomas joined Magellan in January 2007 and is the head of research and a portfolio manager for the group. Prior to this, she spent 14 years in institutional stockbroking and held equity analyst positions at BT Securities and Deutsche Bank, where she was heavily involved in the development of valuation tools for use across the research team. Nikki holds a bachelor of commerce from the University of New South Wales, is a Chartered Accountant and in an active member of the CFA Society of Sydney. She is also a member of Magellan’s investment committee.

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01.
Overview

Fund philosophy

The Magellan Asset Management Global Equities Fund aims to access high quality international businesses while preserving capital and providing superior risk adjusted returns.

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02.

Competitive advantage

The Magellan Asset Management Global Equities Fund differentiates itself by employing a three-pronged approach to investing in global equities.

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03.

The team

A broad team focused on specific industry sectors supports the detailed analysis and understanding that inform the Magellan Asset Management Global Equities Fund.

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04.
Structure and objectives

Unique aspects of the fund

A combination of macro-economic insight and deep company analysis underpins the unique position of the Magellan Asset Management Global Equities Fund.

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05.

How we invest money

As a high conviction fund, the Magellan Asset Management Global Equities Fund has never held fewer than 30 stocks to ensure investors have access to the best global stocks at all times.

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06.

Fees and returns

The Magellan Asset Management Global Equities Fund charges a 1.35 per cent management fee in addition to a dual hurdle performance fee. On top of this the fund also implements a high water mark which is never reset.

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07.
Best suited for

The ideal investor

The Magellan Asset Management Global Equities Fund is suited to investors with a long-term investment horizon of between seven and ten years.

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08.

Managing risk

The Magellan Asset Management Global Equities Fund is managed according to two investment buckets. The first is low risk so very stable designed to deliver compound returns, and the second takes more equity risk to access additional returns.

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09.

Portfolio construction

The due diligence process employed by Magellan for the group’s Global Equities Fund ensures only high quality stocks are invested in.

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10.

Test yourself /