Since 2009, Magellan Securities Ltd. 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 Ltd. 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.

Portfolios Designed to Generate Income

As a low-risk investor, looking for as much capital preservation as possible, this portfolio is invested in fixed income securities. It is suitable for those looking for constant income, limited capital gains and can be tailored to your specific needs. Alternatively, the Magellan Securities Limited Investment Committee can follow its proven strategy for investing in fixed income securities with a select few global equities.

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.

Income Fact Sheet

USD    |    GBP    |    EUR    |    CAD

Portfolios Designed for a Balance of Income and Growth

This portfolio is designed for your average investor who is concerned about capital maintenance while looking to invest in slightly riskier assets to obtain capital growth. It will produce income but will have investments that contribute to capital growth over the long term. This portfolio can be tailored to your specific needs, or the Magellan Securities Limited Investment Committee can follow its proven strategy by investing in global securities. A standard asset allocation model of 40% fixed income, 40% global equity and 20% commodities, foreign securities or higher risk investments.

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.

Balanced Fact Sheet

USD    |    GBP    |    EUR    |    CAD

Portfolios Designed for Growth

As a sophisticated and experienced investor (typically with over 10 years of investment experience), you will have a long-term outlook on the markets and be prepared to remain invested throughout all market cycles. This portfolio can be tailored to your specific needs or the Magellan Securities Limited Investment Committee can follow its proven strategy for investing in all markets around the world.

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.

Growth Fact Sheet

USD    |    GBP    |    EUR    |    CAD

Portfolios Designed to Generate Income

As a low-risk investor, looking for as much capital preservation as possible, this portfolio is invested in fixed income securities. It is suitable for those looking for constant income, limited capital gains and can be tailored to your specific needs. Alternatively, the Magellan Securities Limited Investment Committee can follow its proven strategy for investing in fixed income securities with a select few global equities.

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.

Income Fact Sheet

USD    |    GBP    |    EUR    |    CAD

Portfolios Designed for a Balance of Income and Growth

This portfolio is designed for your average investor who is concerned about capital maintenance while looking to invest in slightly riskier assets to obtain capital growth. It will produce income but will have investments that contribute to capital growth over the long term. This portfolio can be tailored to your specific needs, or the Magellan Securities Limited Investment Committee can follow its proven strategy by investing in global securities. A standard asset allocation model of 40% fixed income, 40% global equity and 20% commodities, foreign securities or higher risk investments.

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.

Balanced Fact Sheet

USD    |    GBP    |    EUR    |    CAD

Portfolios Designed for Growth

As a sophisticated and experienced investor (typically with over 10 years of investment experience), you will have a long-term outlook on the markets and be prepared to remain invested throughout all market cycles. This portfolio can be tailored to your specific needs or the Magellan Securities Limited Investment Committee can follow its proven strategy for investing in all markets around the world.

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.

Growth Fact Sheet

USD    |    GBP    |    EUR    |    CAD

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