Magellan Global Opportunities Fund - Active ETF · ASX:OPPT
Magellan Global Opportunities Fund - Active ETF — Magellan Global Equities Fund (Currency Hedged) — Investor Presentation (August 2015)
9 slides from Magellan Global Opportunities Fund - Active ETF's investor presentation, August 2015
Slide 1: Magellan Global Equities Fund (Currency Hedged)
Magellan Global Equities Fund (Currency Hedged) (ASX: MHG) Easy access to a currency hedged alternative for Global Equity Investors August 2015
Slide 2: Important Information
Important Information This presentation (‘Presentation’) has been produced by Magellan Asset Management Limited (‘Magellan’) ABN 31 120 593 946, AFS Licence No 304 301 and has been prepared for informational and discussion purposes only and does not constitute an offer to sell or a solicitation of a
Slide 3: Magellan launches a currency hedged version of the Magellan Global Equities Fund
Magellan launches a currency hedged version of the Magellan Global Equities Fund
Slide 4: Introducing: The Magellan Global Equities Fund (Currency Hedged)
Introducing: (4) The Magellan Global Equities Fund (Currency Hedged) • The Magellan Global Equities Fund (Currency Hedged) is the second EQMF (Exchange-Quoted Managed Fund) launched by Magellan Asset Management Limited • It is a currency hedged version of the Magellan Global Equities Fund (ASX:MGE)
Slide 5: Fund Characteristics
Fund Characteristics (5) • The Magellan Global Equities Fund (Currency Hedged) will have the same high quality, low volatility portfolio of international stocks as MGE • Focussed on achieving attractive risk-adjusted returns over the medium-to-long term whilst reducing the risk of permanent capital
Slide 6: A recap: Key Features of Magellan's EQMFs
A recap: Key Features of Magellan’s EQMFs (Exchange-Quoted Managed Funds)
Slide 7: Differences between LICs, ETFs, mFunds and Magellan's EQMFs
Differences between LICs, ETFs, mFunds and (7) Magellan’s EQMFs LICs ETFs mFunds Magellan EQMFs First launched: • 1868 • 1993 • 2014 • March 2015 Management • Passive management / index • Actively managed • Actively managed • Actively managed style: tracker Corporate • Company • Trust • Trust • Trus
Slide 8: How EQMFs operate
(8) How EQMFs operate Buy/sell at live price • The Fund acts as market maker providing liquidity to investors • Investors buy and sell units in the Secondary Market Investors (ASX) Investors secondary market on the ASX in real time • The Fund issues or redeems its net Buy/sell at Buy/sell at positio
Slide 9: Magellan's EQMFs - Summary of Key Features
Magellan’s EQMFs - Summary of Key Features (9) Minimal administration for investors Units may be bought or sold on the ASX like any listed security Efficient and live pricing with access to liquidity at a tight spread Active management Open-ended structure solving liquidity and pricing iss
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