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  5. Magellan Global Opportunities A - Managed fund profile

Magellan Global Opportunities A - Managed Fund

Fund Strategy
The Fund's primary investment objective is to achieve attractive risk-adjusted returns over the medium to long-term.

Fund Performance Comparison

Created with Highcharts 10.2.1TimeReturns (%)Chart context menu1M3M6M1Y P.A.2Y P.A.3Y P.A.5Y P.A.10Y P.A.-10-5051015202530

Relative Fund Performance vs 895 peers using MSCI World Ex Australia NR AUD as their benchmark.

Magellan Global Opportunities A
Peers
Benchmark (MSCI World Ex Australia NR AUD)
InvestSMART International Equities
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

1.20
% p.a.
Average of peers (895)
NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -2.07% 2% 13.8% 19.42% 24.92% 18.56% -% -%
Growth return -2.07% 2% 13.8% 19.28% 24.76% 18.04% -% -%
Income return 0% 0% 0% 0.14% 0.16% 0.52% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -4.67% -2.41% 9.42% 12.25% 20.2% 14.65% 15.75% 11.86%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Magellan Global Opportunities A
International Equities
96.32%
Cash
3.68%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Created with Highcharts 10.2.196.32%3.68%
Average Allocation of Peers
International Equities
95.23%
Cash
1.89%
Australian Equities
1.44%
Property
1.18%
Fixed Interest
0.11%
Alternatives
0.15%
Created with Highcharts 10.2.11.44%95.23%1.89%1.18%0.11%0.15%

General Information

Fund Details
Type Description
Magellan Global Opportunities A
Magellan Asset Management Limited
MGE5500AU
Equity World Large Blend
starstarstarstarstar (as at 31 Mar 2025)
Investment Fund
31 Dec 2021
n/a
$4.8891 (as at 23 Apr 2025)
$4.8793 (as at 23 Apr 2025)
Open
Offer information
Type Description
Minimum initial investment $25,000
Minimum additional investments $5,000.00

FAQs about the Magellan Global Opportunities A

The objective of the Magellan Global Opportunities A managed fund is

The strategy of the Magellan Global Opportunities A managed fund is The Fund's primary investment objective is to achieve attractive risk-adjusted returns over the medium to long-term.

The APIR code of the Magellan Global Opportunities A managed fund is MGE5500AU.

Magellan Global Opportunities A’s total return last month was -2.07%. This was made up of a growth return of -2.07% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

Magellan Global Opportunities A’s total return for the last three months was 2%. This was made up of a growth return of 2% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

Magellan Global Opportunities A’s one-year total return is 19.42%. This was made up of a growth return of 19.28% and an income return of 0.14%. These returns were calculated as at 31 Mar 2025.

Magellan Global Opportunities A’s one-year total return is 18.56%. This was made up of a growth return of 18.04% and an income return of 0.52%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the Magellan Global Opportunities A managed fund is :

International Equities
96.32%
Cash
3.68%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Magellan Global Opportunities A managed fund is Magellan Asset Management Limited.

The Magellan Global Opportunities A managed fund belongs to the Equity World Large Blend sector/asset class.

As at , the size of the Magellan Global Opportunities A managed fund was $ million.

The Magellan Global Opportunities A managed fund has an inception date of 31 Dec 2021.

The current entry price of the Magellan Global Opportunities A managed fund is $4.8891 per unit and the current exit price is $4.8793 per unit (as at 23 Apr 2025).

The current exit price of the Magellan Global Opportunities A managed fund is $4.8793 per unit and the current entry price is $4.8891 per unit (as at 23 Apr 2025).

The minimum initial investment amount for the Magellan Global Opportunities A managed fund is $25,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.