Global Portfolio Managers Nikki Thomas and Arvid Streimann discuss the unfolding interest rate cycle and the effect it’s having on market sentiment and company valuations. They provide an update on the portfolio’s recent performance and its positioning for the current environment.
The Magellan Global Fund offers investors the opportunity to invest in a specialised and focused global equity fund. The Fund aims to achieve attractive risk-adjusted returns over the medium to long term while minimising the risk of permanent capital loss. There is also a listed version available under the ASX ticker code MGF.
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11 Sep 2020 - Mining and exploration company, IGO (ASX:IGO) has commenced a strategic review of its options in relation to its 30 per cent interest in the Tropicana gold mine.
09 Sep 2019 - Centuria Property Funds No. 2 (ASX:CIP) has today announced it has exchanged a conditional contract for the off market acquisition of a property in South Australia at a price of $19.5 million providing an initial yield of 7 per cent.
20 Mar 2020 - Brickworks (ASX:BKW) is to close five of their 12 plants currently in operation in Pennsylvania after the Governor ordered all non-life-sustaining businesses to close.
18 Mar 2021 - Engineering company Monadelphous Group (ASX:MND) has secured a new five-year crane services contract with Fortescue Metals Group Ltd (ASX:FMG).
17 Jan 2020 - Australian agri chemical company, Nufarm (ASX:NUF) has given an update on market conditions experienced during its first half-year ending 31 January 2020, ahead of its results.
