Magellan Investment Partners provides investment strategies to institutional investors globally and to intermediated investors in Australia and New Zealand. Magellan manages global equity, infrastructure, and global sustainable investment strategies through segregated accounts, sub-advisory relationships, and globally focused investment funds. Magellan's investment approach aims to deliver attractive risk-adjusted returns over the long term while minimizing the risk of capital loss.
Fee Structure
Magellan Investment Partners charges a percentage of the assets they manage. Fees are negotiable and may vary based on factors such as account type, existing relationships, complexity, and account size.
Global Equity Strategy:
- First $100 million: 0.550% per year
- Next $100 million to $200 million: 0.450% per year
- Next $200 million to $500 million: 0.375% per year
- Amounts above $500 million: 0.300% per year
Core Infrastructure Strategy:
- First $50 million: 0.400% per year
- Next $50 million to $100 million: 0.350% per year
- Thereafter: 0.200% per year
Select Infrastructure Strategy:
- First $50 million: 0.700% per year
- Next $50 million to $100 million: 0.500% per year
- Thereafter: 0.400% per year
Global Sustainable Strategy:
- First $100 million: 0.550% per year
- Next $100 million to $200 million: 0.450% per year
- Next $200 million to $500 million: 0.375% per year
- Amounts above $500 million: 0.300% per year