The fund is managed by experienced investment professionals at Magellan Asset Management Limited, part of the global Magellan Financial Group operating across three continents. Key portfolio manager Nikki Thomas, CFA, currently oversees the fund's operations, while the broader management team has included notable figures such as Hamish Douglass and Chris Wheldon. Michael Poulsen serves as co-portfolio manager alongside Chris Wheldon, bringing extensive experience including four years at Magellan's New York office since joining the company in 2012. The fund operates under the leadership of Robert Fraser (Non-Executive Chairman) and Sophia Rahmani (Managing Director) of the Responsible Entity. The management team emphasizes rigorous fundamental analysis and macroeconomic research to identify high-conviction investment opportunities in global equity markets.

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The fund focuses on achieving attractive risk-adjusted returns over the medium to long term through investing globally in securities of listed companies. The investment approach emphasizes high-quality global companies with sustainable competitive advantages, selected based on Magellan's highest conviction ideas and comprehensive fundamental and macroeconomic analysis. The strategy employs a concentrated portfolio approach, originally comprising 8-12 stocks but expanded to 20-40 stocks following the September 2025 transition to Active ETF structure. The fund targets outperforming the MSCI World Net Total Return Index (AUD) over three years or longer, with a maximum cash holding of 5%. The investment philosophy replicates the successful Magellan High Conviction Fund which achieved 16.6% per annum net returns since inception in July 2013.

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