AF

Andrew Formica

Magellan Global Fund | Executive Chairman, Executive Director
Mr Formica has 30 years experience in leading and growing investment businesses within the funds management industry globally, 14 years of which were as CEO. Most recently, Andrew was Chief Executive Officer (CEO) and Director of Jupiter Asset Management plc, where he served from March 2019 to September 2022. Prior to this, Andrew was Co-CEO of Janus Henderson Group plc, and prior was the Chief Executive and a Board member of Henderson Group plc from 2008 before the merger with Janus Capital in 2017. Andrew was at Henderson and its prior business from 1993 and held various senior roles, including Joint Managing Director of Hendersons Listed Assets business (from September 2006) and Head of Equities (from September 2004). In the early part of his career, Andrew was an equities portfolio manager and analyst for AMPAM and Henderson. Andrew was also previously Deputy Chairman of the Board of the Investment Association and formerly a Board member of Hammerson Group plc.

Companies and Roles

Company
Title
Tenure
Since
MGF
Magellan Global Fund
  • Executive Chairman
  • Executive Director
9mthJul 2023
MHH
Magellan High Conviction Trust (Managed Fund)
  • Executive Chairman
  • Executive Director
6mthOct 2023
AAS
Airlie Australian Share Fund (Managed Fund)
  • Executive Chairman
  • Executive Director
9mthJul 2023
MIC
Magellan Infrastructure Fund (Currency Hedged)
  • Executive Chairman
  • Executive Director
9mthJul 2023
MFG
Magellan Financial Group Limited
  • Executive Chairman
  • Executive Director
9mthJul 2023

Holdings

Company
Last Notice
Direct Shares
Indirect Shares
Options
Convertibles
MFG
Magellan Financial Group Limited
26/10/2340,000N/AN/AN/A
MGF
Magellan Global Fund
26/07/230N/AN/AN/A
AAS
Airlie Australian Share Fund (Managed Fund)
N/AN/AN/AN/A
MIC
Magellan Infrastructure Fund (Currency Hedged)
N/AN/AN/AN/A
MGO
Magellan Global Fund (Open Class) (Managed Fund)
N/AN/AN/AN/A

Transactions

Company
Date
Type
Amount
Price
Value
Notes
MFG
Magellan Financial Group Limited
26/10/23
Buy
40,000$6.239$249,560On-market trade