Magellan Global Opportunities Fund - Active ETF · ASX:OPPT
Magellan Global Opportunities Fund - Active ETF — Magellan Flagship Fund — Non-Deal Roadshow (April 2008)
20 slides from Magellan Global Opportunities Fund - Active ETF's roadshow presentation, Apr 21, 2008
Slide 1: Magellan Flagship Fund Limited Bell Potter Update
Magellan Flagship Fund Limited Bell Potter Update 21 April 2008 1
Slide 2: Important Notice
Important Notice This presentation is provided for informational and discussion purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any security of Magellan Flagship Fund (“MFF”) or its affiliates. Any current or prospective investors in MFF should consul
Slide 3: Magellan Financial Group
Magellan Financial Group Global focussed funds management business launched in 2007 Magellan Global Fund Ranked #1 by Morningstar for March 2008 Quarter out of 300 retail funds (Benchmark +700bps) Rated by major rating houses Available on major Platforms Currency unhedged. Upon July 2008 Anniversary
Slide 4: Current NTA Snapshot
Current NTA Snapshot (2) Approximate NTA as at 3/4/08 88cps(1) NTA as at 31/12/07 92cps(1) Performance for YTD (after costs) (-4.3%) MSCI in AUD Performance since 31/12/07 (-10.3%) MSCI in AUD Performance since 31/12/06 (-12.2%) ASX 200 Performance since 31/12/07 (-15.4%) ASX 200 Performance since 3
Slide 5: Outstanding Businesses at Compelling Valuations
Outstanding Businesses at Compelling Valuations Panic & Pessimism = Opportunities for Prepared Investors Selective international markets offer outstanding investment opportunities for disciplined, medium term focussed investors in quality companies Some outstanding companies offer almost negligible
Slide 6: Unilever
Unilever 6 Unilever, 2008 CAGNY 20th February 2008 presentation, Jim Lawrence, Chief Financial Officer
Slide 7: Unilever
Unilever 7 Unilever, 2008 CAGNY 20th February 2008 presentation, Jim Lawrence, Chief Financial Officer
Slide 8: Unilever
Unilever 8 Unilever, 2008 CAGNY 20th February 2008 presentation, Jim Lawrence, Chief Financial Officer
Slide 9: Unilever
Unilever 9 Unilever, 2008 CAGNY 20th February 2008 presentation, Jim Lawrence, Chief Financial Officer
Slide 10: Unilever
Unilever 10 Unilever, 2008 CAGNY 20th February 2008 presentation, Jim Lawrence, Chief Financial Officer
Slide 11: Yum! Brands
Yum! Brands National Scale – 500 cities 11 Yum!, 2007 Investor Update 10th December 2007 presentation, David Novak, Chairman and CEO
Slide 12: Yum! Brands
Yum! Brands 12 Yum!, 2007 Investor Update 10th December 2007 presentation, David Novak, Chairman and CEO
Slide 13: Yum! Brands
Yum! Brands 13 Yum!, 2007 Investor Update 10th December 2007 presentation, David Novak, Chairman and CEO
Slide 14: L'Oreal
L’Oreal 14 L'Oreal, 2007 Results 14th February 2008, Mr. Jean-Paul AGON Chief Executive Officer
Slide 15: L'Oreal
L’Oreal 15 L'Oreal, 2007 Results 14th February 2008, Mr. Jean-Paul AGON Chief Executive Officer
Slide 16: L'Oreal
L’Oreal 16 L'Oreal, 2007 Results 14th February 2008, Mr. Jean-Paul AGON Chief Executive Officer
Slide 17: L'Oreal
L’Oreal 17 L'Oreal, 2007 Results 14th February 2008, Mr. Jean-Paul AGON Chief Executive Officer
Slide 18: L'Oreal
L’Oreal 18 L'Oreal, 2007 Results 14th February 2008, Mr. Jean-Paul AGON Chief Executive Officer
Slide 19: Nestlé
Nestlé 19 Nestlé, 2007 Full Year results road show, 25th February 2008, Paul Bulcke, CEO
Slide 20: Magellan's Portfolio Holdings as at 31/3/08
Magellan’s Portfolio Holdings as at 31/3/08 $Am $Am Market Market price price American Express 58.7 Western Union 3.5 Nestlé 37.2 ConnectEast 3.2 eBay 32.9 Moody's 3.1 Yum! Brands 31.6 CVS Caremark 2.7 Wal-Mart 25.4 Walgreen 2.5 PepsiCo 17.4 Novartis 2.2 Bank of America 17.0 Google 1.4 Unilever 15.4
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