Allens helps secure $862m for new investment trust

The same team also advised on a $275m institutional placement in August

Allens helps secure $862m for new investment trust

An investment manager has raised about $862m for a new ASX-listed investment trust with the help of Allens experts.

The top firm advised Magellan Asset Management Limited, a subsidiary of Magellan Financial Group (Magellan), on the IPO of the Magellan High Conviction Trust. The trust was listed on the ASX on 9 October. The trust will invest in a portfolio of eight to 12 high-quality global companies.

Julian Donnan headed the Allens team that advised on the transaction. The same team also advised on Magellan’s $275m institutional placement in August and advised the underwriters of the IPO of the Magellan Global Trust in 2017.

“The Allens team was pleased to assist a valued client further expand their product offering in the listed space. Allens teams across a number of practice groups advised on corporate, tax and funds matters in relation to the transaction,” Donnan said.

From the corporate (M&A) team, Donnan was supported by senior associate Addison Ma. Funds partner Marc Kemp and senior associate Rebecca Sheehy also provided expert advice. Tax matters were handled by partner Craig Milner and senior associate Jay Prasad.