Join L1 Capital International's CIO, David Steinthal, for an update on the investment environment, positioning of the L1 Capital International Fund (Managed Fund) and key takeaways from the recent results season.
Join Collins St Asset Management's webinar on 4th September at 1pm (AEST) for insights into the August 2024 ASX reporting season and investment strategies.
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Peer Group Analysis View All»
| Index Selector Links | 1 Year | 3 Year | 5 Year |
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6.35% |
6.11% |
6.52% |
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77.97% |
18.21% |
50.51% |
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5.24% |
0.89% |
3.58% |
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9.67% |
5.28% |
7.26% |
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12.14% |
5.95% |
8.56% |
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7.49% |
2.01% |
6.21% |
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11.17% |
6.45% |
8.06% |
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15.43% |
4.89% |
10.24% |
|
16.17% |
1.36% |
8.96% |
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11.59% |
1.59% |
7.99% |
|
5.98% |
0.69% |
1.53% |
|
8.84% |
3.44% |
4.09% |
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8.98% |
6.53% |
6.09% |
|
9.64% |
6.74% |
6.15% |
|
6.66% |
6.44% |
5.31% |
|
8.10% |
3.82% |
6.23% |
|
-5.06% |
-2.18% |
1.02% |
Hedge Clippings
9 Aug 2024 - Hedge Clippings | 09 August 2024
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Hedge Clippings | 09 August 2024 The result of this week's RBA board meeting came as no surprise given the CPI number from the week before, and the board's previous insistence that they were - or are still - "resolute in their determination" to curb sticky inflation which is stubbornly close to 4% whichever number you look at. As the RBA's statement's headline noted, "Inflation remains above target and is proving persistent," and a trimmed mean figure of 3.9% is way off the board's target of 2.5%. Not only way off numerically, but way off in the future as well, with the RBA's forecast that it will be December 2026 before the target will be met. In addition, the statement added another headline that "The outlook remains highly uncertain," which had the market's soothsayers basically writing off any chance of a rate cut this year. However, it could have been worse - the board gave strong consideration at their meeting to raising rates, which would have upset home owners with a mortgage, as well as the treasurer Jim Chalmers. Why so? The RBA indicated that the government wasn't helping, with tax cuts, support for wage rises, and energy support all contributing to the problem. But the Treasurer was quick to refute that - as he would. However, simple logic and facts tell you that while the RBA is trying to curb consumption, the government, with an election not too far away, are tipping money into consumers' pockets as fast as they can. It seems to us that the RBA and the government are pulling on different ends of the same rope. When Chalmers announced the appointment of Michele Bullock as the new RBA Governor last year, it was all smiles, generally at the expense of departing Governor Philip Lowe. Less than 12 months into her tenure, and there may be some gritted teeth behind his smile, but if he really expected any change in her approach he must have been deluding himself. Bullock has been at the RBA since 1985 and was deputy governor since 2022 under Lowe. At the time of her appointment Albo was quoted as saying "Ms. Bullock is eminently qualified to lead this national institution," although he was also quick to claim credit this week for getting inflation under control - sort of. On the radio interview we heard Albo was quick to change the subject away from inflation, moving to safer ground, namely Australia's medal tally at the Paris Olympics. In particular he was quite excited about Aussie success in the skateboarding and break-dancing, obviously pitching for younger voters in the upcoming election. Before that occurs (maybe even later this year) we're sure he'll be basking in reflected Olympic glory, either at the potential ticker tape parade through the streets or the inevitable reception at the Lodge on the athletes' return. News & Insights New Funds on FundMonitors.com The RBA's August decision: Insights from Nick Chaplin of Seed Funds Management | Seed Funds Management Market Update | Australian Secure Capital Fund Market Commentary | Glenmore Asset Management |
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15 Aug 2024 - Performance Report: Altor AltFi Income Fund
[Current Manager Report if available]
15 Aug 2024 - Performance Report: Bennelong Emerging Companies Fund
[Current Manager Report if available]
15 Aug 2024 - Global real estate market outlook Q3 2024
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Global real estate market outlook Q3 2024 abrdn July 2024 The surge in inflation at the start of 2024 is beginning to abate, particularly in the US where inflation is back on track to the Federal Reserve's (Fed) target. This trend is expected to lead to interest rate cuts amid signs of a slowing labour market. In the UK, headline inflation fell to 2% in May because of food price disinflation and moderating core inflation. However, underlying inflation pressures remain strong. The Eurozone is experiencing a return to normal levels for energy, food, and core goods inflation, but services prices are normalising more slowly. Japan's inflation is moderating, with core and services inflation running at only 0.9% in quarter-on-quarter annualised terms. In China, inflation remains tepid, with the headline consumer price index (CPI) at 0.2% year-on-year (YoY) in June. India's inflation is driven by food prices, with headline inflation at 5.1% in June. Brazil's inflation surprised on the downside in June, coming in at 4.2% YoY. While global inflation is in a significantly different place compared with 2022 and 2023, there is a risk of an escalation as potential new tariffs on Chinese goods could push prices higher. Global economic activity outlookUS growth is moderating, with consumer spending slowing and non-farm payrolls growth suggesting a robust labour market. The UK's gross domestic product (GDP) grew by 0.4% in May, with real wage growth remaining strong. The Eurozone is expected to deliver moderate growth, supported by solid household consumption and positive real earnings growth, although purchasing managers' indices (PMIs) faltered slightly in June. Japan's economy showed weaker growth over the past three quarters, but business sentiment remains upbeat. China's trade data for June showed falling exports and imports, with GDP growth expected to meet the 'around 5%' target for the year. India's economy is expected to slow in 2024, but still outperform its peers due to structural tailwinds. Brazil's economy avoided a technical recession in late-2023. Momentum picked up in the first quarter of 2024, supported by the strength of the services sector. Global monetary policy outlookWhile it's quite possible that only one cut is delivered, we expect the Fed to cut rates by 25 basis points (bps) at its September and December meetings. This leaves more room for cuts later in the cycle. The Bank of England (BoE) is expected to cut rates in August, provided inflation data cooperates. The European Central Bank (ECB) kicked off its easing cycle in June, with further cuts expected in September and December, taking the deposit rate to 3.25% by year-end. Counter to the cuts emerging elsewhere, the Bank of Japan (BoJ) is expected to announce a gradual reduction in bond purchases and a 10bps rate hike in July. The People's Bank of China set up a new interest rate corridor to anchor short-term money market rates, with little change in long-dated yields. The Reseve Bank of India is expected to maintain its stance until the outlook for food inflation improves, with potential rate cuts pushed into early-2025. The Brazilian Central Bank paused its easing cycle in June, with further cuts expected in the fourth quarter of 2024, as underlying inflation moderates and as expectations for a Fed cut grow. ScenariosWith uncertainty still relatively high, owing to the vast number of elections and rolling geopolitical tensions, we are using scenarios and probabilities as the best way to plot the course for the global economy. The six scenarios below summarise the potential outcomes and their probabilities, as of June 2024. Global economic forecasts
Source: abrdn June 2024 United Kingdom real estate market overviewWith a majority of around 170 seats, the Labour Party has secured a landslide victory in the UK General Election. For now, attention will turn to the formation of the new government and preparation for the King's Speech, which will take place on 17 July. This will set out the government's legislative intentions for the next year, likely to include planning and labour market reforms. European real estate market overviewThe Eurozone is expected to maintain moderate growth, supported by solid household consumption and positive real earnings growth. Despite a slight moderation observed in June's flash PMI, the general outlook remains optimistic. APAC real estate market overviewChina's 'around 5%' growth target for 2024 remains in sight and incremental easing is likely to continue. Meanwhile, Japan's exit from the 'lost decades' remains half-convincing and the BOJ's approach will likely remain cautious. The Reserve Bank of Australia's balancing act is likely to continue, and most observers expect easing to begin from early-2025. In contrast, the Bank of Korea, which presented a dovish inflation outlook in June, appears on track to cut rates in the second half of 2024. US real estate market overviewThe pace of US growth appears to be moving down a gear. Consumer spending has slowed, last year's surprise fiscal stimulus is fading, and investment remains subdued amid high interest rates. These dynamics should persist in the coming quarters, which should translate to an annualised growth rate of 1.5%-2% over the rest of the year. Global market summary - outlook for risk and performanceAs we move further into 2024, we anticipate that the majority of the real estate pricing correction has played out at an all-property level. Indeed, some segments have seen valuation uplifts in the UK and Europe. As a result, the global real estate asset class has been upgraded from underweight to neutral in our June 2024 multi-asset global houseview. While this might seem a modest improvement, the clear message is that it's no longer beneficial to carry an underweight allocation to the asset class. Strategic outlookCycleThe market correction is nearing the latter phases and we expect conditions to improve through 2024. Our three core phases of this cycle remain in place:
OpportunitiesCore / core + / specialist diversified strategies Rolling total return forecasts by region and sector, June 2024 (%)
Global sector convictions
Source: abrdn June 2024. Non-risk-adjusted, local currency, absolute returns, excluding transaction fees. Arrows reflect recommended portfolio sector tilts for balanced funds, Q3 2024. Global market riskThe abrdn GlobalRiskNavigator measures the comparable risk of implementing a direct real estate strategy across individual or multiple jurisdictions, globally. Lower scores indicate lower risk to the expected outcome. It uses nine sources from our proprietary research, in-house data and from external sources. It has a 50% weighting to environmental, social and governance (ESG) metrics, including measures of climate policy, vulnerability to climate change, social stability and the strength of governance. This gives our GlobalRiskNavigator a strong link to emerging physical climate and transition risks, while also using more traditional risk measures, such as liquidity, transparency, and market size. As a mature and relatively transparent market, Europe typically has the lowest country risk scores, with France, Germany and the UK leading the global ranking. The Nordics generally score well on ESG measures, but market size and liquidity risks can weigh on their overall scores. The US has fallen down our overall ranking since the introduction of a greater weight to the five ESG factors. Asia-Pacific has a wide spread in scores across the region, with countries affected by lower transparency, market size, climate risk, and economic risk. More developed Asia-Pacific economies, such as Japan and Australia, have lower risk scores than emerging economies. abrdn GlobalRiskNavigator 2024
Author: Leo Morawiecki |
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Funds operated by this manager: abrdn Sustainable Asian Opportunities Fund, abrdn Emerging Opportunities Fund, abrdn Global Corporate Bond Fund (Class A), abrdn International Equity Fund, abrdn Multi-Asset Income Fund, abrdn Multi-Asset Real Return Fund, abrdn Sustainable International Equities Fund |
14 Aug 2024 - Performance Report: Airlie Australian Share Fund
[Current Manager Report if available]
14 Aug 2024 - Performance Report: 4D Global Infrastructure Fund (Unhedged)
[Current Manager Report if available]
14 Aug 2024 - Performance Report: Emit Capital Climate Finance Equity Fund
[Current Manager Report if available]
14 Aug 2024 - Investment Perspectives: Thinking about (REIT) timing
Investment Perspectives: Thinking about (REIT) timing
13 Aug 2024 - Quarterly State of Trend report - Q2 2024
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Quarterly State of Trend report - Q2 2024 East Coast Capital Management August 2024 In this update, we present the quarterly State of Trend report for Q2, 2024. As we publish this report, incredibly volatile market conditions have emerged. With global equity markets falling in recent days, we see value in alternative asset classes. Our report covers the performance of Trend Following systems compared with traditional investments such as the S&P/ASX 200 Total Return index, and the Australia "60/40" portfolio. Trend Following provides exposure to a diverse pool of underlying instruments, and implements trading strategies systematically and without emotional biases. Subdued quarter for trend following systems Trend following systems were down slightly for Q2 2024, with key trends from Q1 having moderated this period, including in equities. Diversified asset exposure across commodities and currencies helped to buffer performance in the context of what was a "whipsaw" quarter. Key market movements in Q1 2024
Featured chart - S&P500
Funds operated by this manager: |
12 Aug 2024 - New Funds on Fundmonitors.com
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New Funds on FundMonitors.com |
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Below are some of the funds we've recently added to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research, platform availability, and news & insights. |
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9 Aug 2024 - Fixed income: the likely impact of rates, inflation and a Trump presidency
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Fixed income: the likely impact of rates, inflation and a Trump presidency Pendal July 2024 |
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THE services side of the economy - particularly wages and rental inflation - have held up prices in recent times. But forward indicators monitored by Pendal's income and fixed interest team show the drivers of these two factors weakening. That means inflation in developed markets should continue to fall, allowing central banks globally to start cutting rates, argues Pendal's head of credit and sustainable strategies, George Bishay. "That means central banks globally can start cutting rates," he says. "My view is that central banks will cut rates because inflation is coming down -- not because we are going into recession." It's an important distinction, because when an economy goes into recession, bonds usually perform well, while credit and equity markets can underperform. "If inflation is falls, that's a bullish environment for bonds as central banks will cut cash rates and interest rates in general should come down. "This is also bullish for credit and equity markets." What a Trump White House meansThe key risks to this view is if oil prices rise or if Donald Trump beats presumptive Democratic nominee Kamala Harris in the US presidential election later in the year, Bishay says. "If Trump wins the election, will he have the ability to change policy? Will he have a majority in both houses of Congress? "If he does, then that's problematic for bonds because ultimately that's likely to be inflationary," Bishay says, nominating tax, immigration and trade as key areas of policy to watch. The impact of a Trump Presidency is more skewed towards longer-term bonds because his policies would likely have a medium-term impact on inflation, he says. "The short end continues to perform because central banks will be easing rates as current inflation comes down." Active management remains important for fixed incomeWith so much uncertainty in the market, active management of credit portfolios is critical. "Most credit managers in Australia are buy-and-hold managers. In periods such as Covid, performance of those strategies can get hammered before eventually recovering. "Volatility of their returns can be quite high. "We prefer to actively de-risk and re-risk our credit exposures, based on a top-down process. "If we have concerns about the macro environment, we will reduce risk across the board on credit exposures. That tends to support outperformance because it minimises downside risk. "When we have more confidence in the market, we re-risk and participate in the upside benefit." The three main pillars of Pendal's top-down process are a qualitative view, quantitative models and technical analysis. "When the three pillars line up, we de-risk or re-risk the portfolios and that's been incredibly powerful."
Author: George Bishay |
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Funds operated by this manager: Pendal Focus Australian Share Fund, Pendal Global Select Fund - Class R, Pendal Horizon Sustainable Australian Share Fund, Pendal MicroCap Opportunities Fund, Pendal Sustainable Australian Fixed Interest Fund - Class R, Regnan Global Equity Impact Solutions Fund - Class R, Regnan Credit Impact Trust Fund |
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This information has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and is current as at December 8, 2021. PFSL is the responsible entity and issuer of units in the Pendal Multi-Asset Target Return Fund (Fund) ARSN: 623 987 968. A product disclosure statement (PDS) is available for the Fund and can be obtained by calling 1300 346 821 or visiting www.pendalgroup.com. The Target Market Determination (TMD) for the Fund is available at www.pendalgroup.com/ddo. You should obtain and consider the PDS and the TMD before deciding whether to acquire, continue to hold or dispose of units in the Fund. An investment in the Fund or any of the funds referred to in this web page is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. This information is for general purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient's personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation. The information may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information is complete and correct, to the maximum extent permitted by law neither PFSL nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information. Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance. Any projections are predictive only and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections. For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com |
21 Jul 2023 - Why railroads are an attractive investment and how PSR is helping
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Why railroads are an attractive investment and how PSR is helping Magellan Asset Management June 2023 |
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Yathavan Suthaharan, Investment Analyst, discusses why railroads are an attractive infrastructure investment, recent events at Norfolk Southern and what the hype is around PSR. |
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Funds operated by this manager: Magellan Global Fund (Hedged), Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged), MFG Core Infrastructure Fund Important Information: This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 ('Magellan') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to a Magellan financial product may be obtained by calling +61 2 9235 4888 or by visiting www.magellangroup.com.au. Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of a Magellan financial product or service may differ materially from those reflected or contemplated in such forward-looking statements. This material may include data, research and other information from third party sources. Magellan makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Magellan will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material. Any third party trademarks contained herein are the property of their respective owners and Magellan claims no ownership in, nor any affiliation with, such trademarks. Any third party trademarks that appear in this material are used for information purposes and only to identify the company names or brands of their respective owners. No affiliation, sponsorship or endorsement should be inferred from the use of these trademarks. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan. |
3 Jul 2023 - Webinar Recording 27 June 2023 | Resource Funds - Analysing the Opportunities and Risks
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Webinar Recording | Resource Funds - Analysing the Opportunities and Risks FundMonitors.com 27 June 2023 |
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Resource funds can offer a unique avenue for capitalising on the growing demand for natural resources and the global shift towards sustainable energy and materials. In this webinar, we looked at the strategies and approaches employed by three successful resource fund managers and learn how they navigate the opportunities and risks associated with this asset class. Watch the recording of our manager round table webinar, where we were joined by Dan Porter from Pure Asset Management, David Franklyn from Argonaut Funds Management, and Matthew Langsford from Terra Capital. They shared their views on this interesting and diverse market sector. |
27 Jun 2023 - Banks, interest rates and opportunities in the finance sector
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Banks, interest rates and opportunities in the finance sector Magellan Asset Management June 2023 |
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Alan Pullen, Portfolio Manager, discussed the recent bank defaults, the impact of interest rates on banks in general and where he sees opportunities in the financial sector. |
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Funds operated by this manager: Magellan Global Fund (Hedged), Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged), MFG Core Infrastructure Fund Important Information: This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 ('Magellan') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should read and consider any relevant offer documentation applicable to any investment product or service and consider obtaining professional investment advice tailored to your specific circumstances before making any investment decision. A copy of the relevant PDS relating to a Magellan financial product or service may be obtained by calling +61 2 9235 4888 or by visiting www.magellangroup.com.au. Past performance is not necessarily indicative of future results and no person guarantees the future performance of any strategy, the amount or timing of any return from it, that asset allocations will be met, that it will be able to be implemented and its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of a Magellan financial product or service may differ materially from those reflected or contemplated in such forward-looking statements. This material may include data, research and other information from third party sources. Magellan makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Any trademarks, logos, and service marks contained herein may be the registered and unregistered trademarks of their respective owners. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan. |
13 Jun 2023 - Chat GPT and the implications of this new technology
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Chat GPT and the implications of this new technology Magellan Asset Management May 2023 |
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Magellan Investment Analyst, Adrian Lu explains what Chat GPT is, how it works and what impacts this could have on society. He also discusses what this means for Microsoft and Alphabet. |
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Funds operated by this manager: Magellan Global Fund (Hedged), Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged), MFG Core Infrastructure Fund Important Information: This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 ('Magellan') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should read and consider any relevant offer documentation applicable to any investment product or service and consider obtaining professional investment advice tailored to your specific circumstances before making any investment decision. A copy of the relevant PDS relating to a Magellan financial product or service may be obtained by calling +61 2 9235 4888 or by visiting www.magellangroup.com.au. Past performance is not necessarily indicative of future results and no person guarantees the future performance of any strategy, the amount or timing of any return from it, that asset allocations will be met, that it will be able to be implemented and its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of a Magellan financial product or service may differ materially from those reflected or contemplated in such forward-looking statements. This material may include data, research and other information from third party sources. Magellan makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Any trademarks, logos, and service marks contained herein may be the registered and unregistered trademarks of their respective owners. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan. |
6 Jun 2023 - ESG Policy: The real-world impacts
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ESG Policy: The real-world impacts Magellan Asset Management May 2023 |
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Elisa Di Marco, Portfolio Manager - MFG Core International and Core ESG Fund, discusses ESG-linked government policies, the real-world impacts of these policies and the importance of proxy voting |
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Funds operated by this manager: Magellan Global Fund (Hedged), Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged), MFG Core Infrastructure Fund Important Information: This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 ('Magellan') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should read and consider any relevant offer documentation applicable to any investment product or service and consider obtaining professional investment advice tailored to your specific circumstances before making any investment decision. A copy of the relevant PDS relating to a Magellan financial product or service may be obtained by calling +61 2 9235 4888 or by visiting www.magellangroup.com.au. Past performance is not necessarily indicative of future results and no person guarantees the future performance of any strategy, the amount or timing of any return from it, that asset allocations will be met, that it will be able to be implemented and its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of a Magellan financial product or service may differ materially from those reflected or contemplated in such forward-looking statements. This material may include data, research and other information from third party sources. Magellan makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Any trademarks, logos, and service marks contained herein may be the registered and unregistered trademarks of their respective owners. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan. |
15 May 2023 - Webinar Recording 09 May 2023 | The Future for Small Caps
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Webinar Recording | The Future for Small Caps FundMonitors.com 09 May 2023 |
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Small cap stocks, both locally and globally, have under-performed large cap stocks in the past 12 months, as shown by the average performance of Australian small cap equity funds of -11.63%. However, their performance over the past 3 years was +17.42%, indicating the highly cyclical nature of the sector. Performance over the past six months has improved, leading many to wonder if markets have been over-sold and are now poised for recovery, or with the threat of prolonged inflation and the potential for a global recession, that small caps may be in for further pain. Watch the webinar recording for we asked a panel of three Small Cap Managers' opinions on the opportunities and the threats for the sector. |
15 May 2023 - Airlie Quarterly Update
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Airlie Quarterly Update Airlie Funds Management April 2023 |
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Emma Fisher, Portfolio Manager, provides her views on the current market environment and discusses her recent trip to Europe where she visited CSL and QBE Insurance, which are two holdings in the Airlie Australian Share Fund. Author: Emma Fisher, Portfolio Manager Funds operated by this manager: Important Information: Units in the fund(s) referred to herein are issued by Magellan Asset Management Limited (ABN 31 120 593 946, AFS Licence No. 304 301) trading as Airlie Funds Management ('Airlie') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to an Airlie financial product or service may be obtained by calling +61 2 9235 4760 or by visiting www.airliefundsmanagement.com.au. Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of an Airlie financial product or service may differ materially from those reflected or contemplated in such forward-looking statements. This material may include data, research and other information from third party sources. Airlie makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Airlie. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Any third party trademarks contained herein are the property of their respective owners and Airlie claims no ownership in, nor any affiliation with, such trademarks. Any third party trademarks that appear in this material are used for information purposes and only to identify the company names or brands of their respective owners. No affiliation, sponsorship or endorsement should be inferred from the use of these trademarks.. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Airlie. |
8 May 2023 - Magellan Global Fund Update
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Magellan Global Fund Update Magellan Asset Management April 2023 |
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Global Portfolio Managers Nikki Thomas, and Arvid Streimann, discuss the unfolding interest rate cycle and the effect it's having on market sentiment and company valuations. They provide an update on the portfolio's recent performance and its positioning for the current environment. |
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Funds operated by this manager: Magellan Global Fund (Hedged), Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged), MFG Core Infrastructure Fund Important Information: This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 ('Magellan') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should read and consider any relevant offer documentation applicable to any investment product or service and consider obtaining professional investment advice tailored to your specific circumstances before making any investment decision. A copy of the relevant PDS relating to a Magellan financial product or service may be obtained by calling +61 2 9235 4888 or by visiting www.magellangroup.com.au. Past performance is not necessarily indicative of future results and no person guarantees the future performance of any strategy, the amount or timing of any return from it, that asset allocations will be met, that it will be able to be implemented and its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of a Magellan financial product or service may differ materially from those reflected or contemplated in such forward-looking statements. This material may include data, research and other information from third party sources. Magellan makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Any trademarks, logos, and service marks contained herein may be the registered and unregistered trademarks of their respective owners. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan. |
24 Apr 2023 - Altor AltFi Income Fund - Quarterly Webinar Update
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Altor AltFi Income Fund - Quarterly Webinar Update Altor Capital As the Altor AltFi Income Fund has achieved a five-year track record, we are pleased to invite you to the March 2023 quarterly performance update on Wednesday, 26 April at 11:00am AEST. The webinar will be led by Altor Capital's Chief Investment Officer and Portfolio Manager Benjamin Harrison and there will be an opportunity for investors to ask questions. Register Now Speakers BENJAMIN HARRISON Ben has extensive experience in advising and investing in companies. He began his career as a project manager for a large international engineering consulting firm and later moved into investment banking then investment management. Ben is a founder and the Chief Investment Officer of Altor Capital. He is also portfolio manager for Altor's private credit fund, the Altor AltFi Income Fund. TOM COCHRANE Tom is an Associate Portfolio Manager within the Altor team and has diverse experience across corporate advisory, private credit, private equity and public equities. His role at Altor encompasses deal flow, investment analysis, investment structuring and corporate advisory within all of Altor's funds with a focus on private equity and private credit. Funds operated by this manager: |
24 Apr 2023 - Altor Emerging PIPE Fund - Quarterly Webinar Update
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Altor Emerging PIPE Fund - Quarterly Webinar Update Altor Capital
Altor Capital is pleased to invite you to the Altor Emerging PIPE Fund's March 2023 quarterly performance update on Wednesday, 26 April at 12:00pm AEST. The webinar will be led by Altor Capital's Chief Investment Officer and Portfolio Manager Benjamin Harrison and there will be an opportunity for investors to ask questions. Date: Wednesday, 26 April 2023 Speakers BENJAMIN HARRISON Ben has extensive experience in advising and investing in companies. He began his career as a project manager for a large international engineering consulting firm and later moved into investment banking then investment management. Ben is a founder and the Chief Investment Officer of Altor Capital. He is also portfolio manager for Altor's private credit fund, the Altor AltFi Income Fund. Funds operated by this manager: |
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