MFG Select Infrastructure Class1 USD Acc

Ranked 43 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Gerald Stack

Gerald Stack joined Magellan in January 2007. Prior to Magellan, Gerald was a director, head of securities research and a member of the Management Investment Committee at Capital Partners (now known as CP2). Gerald has extensive experience in the management of listed and unlisted debt, equity and hybrid assets on a global basis. He holds a Bachelor of Economics and an MBA, both from Sydney University, and is a Chartered Accountant. Gerald is the portfolio manager for the Magellan Infrastructure fund, head of investments and the chairman of Magellan’s Investment Committee.

Objective

The primary objectives of the Fund are to achieve attractive risk-adjusted returns over the medium to long-term, while reducing the risk of permanent capital loss.The Fund primarily invests in the equity securities of entities listed on Regulated Markets around the world, but will also have some exposure to cash deposits and may, from time to time, invest in collective investment schemes where such investment is consistent with the investment policy of the Fund. Subject to the prevailing requirements of the Central Bank, the domicile of such collective investment schemes could be worldwide.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.6%
2018 0.3% -6.2% 7.8% 0.5% -1.3%
2017 12.5% 7.6% 1.8% -0.6% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. British Virgin Islands
  2. Germany
  3. Ireland
  4. United Kingdom

Fund Info

  • Launch date30/12/2016
  • Share Class size47Mn
  • Base currencyUSD
  • ISIN IE00BD8GLT66

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.80%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).