
Since 2009, Magellan Securities Limited. in conjunction with the Investment Committee, has offered three core investment strategies to suit the needs of the ever-expanding global client base.
The core strategies are global strategies, that can invest in global bonds, preferred shares, funds, ETF’s and any security listed on a major stock exchange. Depending on the client’s specific needs, a core strategy can be offered in any currency.

Since 2009, Magellan Securities Limited. in conjunction with the Investment Committee, has offered three core investment strategies to suit the needs of the ever-expanding global client base.
The core strategies are global strategies, that can invest in global bonds, preferred shares, funds, ETF’s and any security listed on a major stock exchange. Depending on the client’s specific needs, a core strategy can be offered in any currency.

A standard asset allocation model of 70% fixed income, 20% global equities or ETF’s., 10% growth investments. At all times, the Committee is prepared to exit the higher risk assets and hold 100% fixed income or cash if market conditions are not favourable.
The committee limits its exposure to any one security, non-base currency and one country to 25% of the portfolio. At all times, the Committee is prepared to exit riskier assets and hold 100% fixed income or cash if market conditions are not favourable.


The portfolio of investments is limited to well known, highly liquid investments. The committee reviews its investment strategy on a quarterly basis and selects investments it feels are best of breed. Our standard asset allocation in the growth portfolio is 30% fixed income, 40% global equity, 30% commodities, foreign securities or higher risk investments. The committee limits its exposure to any one security, non-base currency and one country to 35% of the portfolio. At all times, the committee is prepared to hold 100% in cash and lower risk if market conditions are not favourable for investments.

A standard asset allocation model of 70% fixed income, 20% global equities or ETF’s., 10% growth investments. At all times, the Committee is prepared to exit the higher risk assets and hold 100% fixed income or cash if market conditions are not favourable.

The committee limits its exposure to any one security, non-base currency and one country to 25% of the portfolio. At all times, the Committee is prepared to exit riskier assets and hold 100% fixed income or cash if market conditions are not favourable.

The portfolio of investments is limited to well known, highly liquid investments. The committee reviews its investment strategy on a quarterly basis and selects investments it feels are best of breed. Our standard asset allocation in the growth portfolio is 30% fixed income, 40% global equity, 30% commodities, foreign securities or higher risk investments. The committee limits its exposure to any one security, non-base currency and one country to 35% of the portfolio. At all times, the committee is prepared to hold 100% in cash and lower risk if market conditions are not favourable for investments.
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