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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Gerald Stack

Gerald Stack

About Gerald Stack

Gerald Stack joined Magellan in January 2007. Prior to Magellan, Gerald was a director, head of securities research and a member of the Management Investment Committee at Capital Partners (now known as CP2). Gerald has extensive experience in the management of listed and unlisted debt, equity and hybrid assets on a global basis. He holds a Bachelor of Economics and an MBA, both from Sydney University, and is a Chartered Accountant. Gerald is the portfolio manager for the Magellan Infrastructure fund, head of investments and the chairman of Magellan’s Investment Committee.

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Citywire Rating: AAA rated

2015

  • JRated A in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

  • JRated AA in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated AAA in Jul 2017
  • ARated AA in Aug 2017
  • SRated AAA in Sep 2017
  • ORated AAA in Oct 2017

Performance

over : 30/09/2016 - 30/09/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.8% 3.8% 0.9%
2016 6.7% 6.9% 2.8% -0.1% -2.8%
2015 10.6% 6.3% -1.3% 1.1% 4.2%
2014 22.4% 7.6% 4.5% 0.7% 8.1%
2013 17.8% 7.6% 0.8% 3.1% 5.2%
2012 2.9%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.