Magellan is committed to responsible investment. Environmental, Social and Governance (ESG) issues are a natural component of Magellan’s investment process, as gaining a robust understanding of these issues is a key part to assessing the outlook for future earnings and risks. Magellan’s Responsible Investment Principles outlines and summarises Magellan’s approach to responsible investment, ESG integration, engagement and proxy voting.
Over the years, we have taken steps that highlight our commitment to responsible investing:
In 2012, we became a signatory to the United Nations-sponsored Principles of Responsible Investment, the globally recognised accord for responsible investing.
In 2016, we launched the first of a series of Sustainable strategies that implement a proprietary low-carbon overlay. We offer these strategies because we expect the world will take more steps to address climate-change risks by reducing carbon emissions and these measures have the potential to profoundly alter business models.
In 2016, Magellan became a signatory of CDP’s climate change program.
In 2017, Magellan became a signatory of the PRI’s Montreal Pledge. Under the Pledge, Magellan commits to measure and disclose the carbon footprint of its actively managed investment portfolios. The latest disclosures can be found in the table below.
In 2017, Magellan became a signatory to the Responsible Investment Association of Australasia.
In 2018, Magellan became a founding signatory to the Tobacco Free Finance Pledge.
In 2022, Magellan became a member of the Investor Group on Climate Change (IGCC). The IGCC is a collaboration of Australian and New Zealand institutional investors focussed on the impact of climate change on investments.
In 2022, Magellan became a signatory of the Net Zero Asset Managers initiative. The initiative is an international group of asset managers committed to supporting the goal of net zero emissions by 2050 or sooner.
Stewardship 2022
Magellan Asset Management Limited’s inaugural Proxy and Engagement Review, for the year to 30 June 2022 sets out within the one document Magellan’s philosophy and implementation of our stewardship activities, along with the primary details and statistics on our engagement and proxy voting activities.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.You are solely responsible for evaluating the risks and merits regarding the use of the website and any services provided within. Nothing contained in that website constitutes a solicitation, recommendation, endorsement or offer to buy or sell any securities or other financial instruments.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
You are solely responsible for evaluating the risks and merits regarding the use of the website and any services provided within. Nothing contained in that website constitutes a solicitation, recommendation, endorsement or offer to buy or sell any securities or other financial instruments.
Important Legal Information: By clicking "I agree," the user agrees that I have read the terms detailed below and confirm that I am an "Institutional Investor" and that I wish to proceed.
Information contained in the Institutional section of this website is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.
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Persons who do not fall into one of the above categories should not review the information contained in the site.
Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Nothing on this website constitutes investment, legal, business, tax or any other type of advice. The information on this website does not take into account the particular financial and investment objectives, circumstances and needs of any person. Information on the website is not intended for investors in any jurisdiction in which distribution or purchase is not authorized.
Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
You are solely responsible for evaluating the risks and merits regarding the use of the website and any services provided within. Nothing contained in that website constitutes a solicitation, recommendation, endorsement or offer to buy or sell any securities or other financial instruments.
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