Head of Infrastructure, Gerald Stack looks at how the infrastructure sectors have fared over the past quarter, and addresses concerns about high inflation and provides an update on changes to the portfolio and how it is positioned.
The Magellan Infrastructure Fund offers investors an opportunity to invest in a specialised and focused global infrastructure Fund. It aims to achieve attractive risk-adjusted returns over the medium to long term while minimising the risk of permanent capital loss. The Fund has the ASX ticker MICH and comes in an unlisted version with both hedged and unhedged currency management mandates.
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26 Apr 2023 - Emma Fisher, Portfolio Manager, provides her views on the current market environment and discusses her recent trip to Europe where she visited the Headquarters of CSL and QBE Insurance, which are two holdings in the Airlie Australian Share Fund.
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