Manager Overview

Founded in 2006 and headquartered in Australia, Magellan is an active asset manager specialising in global equity and infrastructure strategies.

Magellan aim to invest in high-quality companies that they believe have a sustainable competitive advantage and will compound returns over the long-term.

In 2018, Magellan acquired Airlie Funds Management. Airlie manages Australian equities for institutional and retail clients, offering an active investment style that aims to deliver attractive long-term capital growth and regular income to its investors.

Magellan is a wholly owned subsidiary of Magellan Financial Group (ASX: MFG).

Manager's responsible investing approach

Since inception, Magellan's focus has been on identifying quality companies and achieving investment objectives. A key part of its investment process is to consider material risks and opportunities facing companies and industries including Environmental, Social and Governance (ESG) issues. Magellan's team engages with companies on ESG risks and opportunities, with the aim of strengthening its conviction in portfolio risk management and improving investment outcomes.

Magellan became a signatory of the Tobacco Free Pledge in 2018, and in 2022 became signatory to the Net Zero Asset Managers initiative.

As part of assessing ESG risk within its investment portfolios, its investment team identifies risks related to modern slavery within its investment universe. 

Stewardship is integral to its investment process, the philosophy and implementation of stewardship activities is outlined in the Magellan's Proxy and Engagement Review  that provides details on its engagement and proxy voting activities.