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Magellan Infrastructure Fund
To achieve attractive risk-adjusted returns over the medium to long term, while reducing the risk of permanent capital loss.
Magellan believes that an appropriately structured portfolio of 20 to 40 investments can provide sufficient diversification to ensure that investors are not overly correlated to any single company, industry-specific or macroeconomic risk.
Investments that meet such criteria as owning monopoly-like assets that face reliable demand and enjoy predictable cash flows are expected to achieve strong underlying financial performance over medium- to long-term time frames, which should translate into reliable, inflation-linked investment returns.
Magellan Asset Management Limited (Magellan), is an Australian-based specialist funds management business established in 2006. Magellan grows and safeguards the wealth of its clients by investing in the world’s best companies and currently offers, through its unlisted and ASX listed funds, investment expertise in global equities and global listed infrastructure assets.
Past performance is not a reliable indicator of future performance. This fund does not charge any Buy and Sell costs in addition to the Buy and Sell costs the underlying manager charges Centuria LifeGoals. Therefore, to an Investor in Centuria LifeGoals, the Buy and Sell unit prices do not differ.
The performance of your investment is measured after taxes and fees within this tax paid fund.
|1 mth||3 mth||6 mth||1 yr||2 yrs|
|Net return* (%)||-0.65%||3.05%||4.45%||6.10%||6.43%|
Past performance is not a reliable indicator of future performance.
(*As at 30/04/2022)
|Risk level||6 – high|
|Minimum initial investment||$500|
|Regular investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Total estimated fees and costs||1.04% p.a.|
|Recommended minimum investment period||Five years|
|Asset class||Min %||Max %|