About the Airlie Australian Share Fund
The Airlie Australian Share Fund (‘the Fund’) offers investors the opportunity to invest in a specialised and focused Australian equities fund. The Fund has a range of compelling benefits, including:
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Airlie's Best Ideas
Airlie’s conservative and robust investment process, proven over the long-term, rations the energies of the experienced investment team into finding the best investment opportunities.
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Concentrated Portfolio
The Fund is a concentrated, active portfolio of typically 25 hand-picked Australian listed equities.
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Magellan Partnership
The partnership between Airlie and Magellan Asset Management provides retail investors with access to Airlie’s unrivalled investment expertise for the first time, through the Airlie Australian Share Fund.
About Airlie Funds Management (‘Airlie’)
Airlie is a specialist Australian equities fund manager which brings together some of Australia’s most experienced industry participants.
Airlie has an active, value-based investment style that aims to deliver attractive long-term capital growth and regular income to its investors. Founded in 2012 by John Sevior and David Cooper, and headquartered in Sydney, Airlie manages a range of Australian equities strategies, primarily for institutional and high net wealth clients. Magellan Asset Management ('Magellan') purchased Airlie in early 2018, providing retail investors exclusive access to Airlie's investment expertise for the first time, through the Airlie Australian Share Fund.
Investment Insights
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Stock Story 13 Oct 2020
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Video Insights 14 Oct 2020
Where are Australian shares headed?
Quiz - 0.25 CPD hours availableMatt Williams discusses the outlook for the Australian share market and tells which companies are set to benefit most from the federal government’s budget stimulus. (Viewing time: 14 mins)
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Video Insights 12 Oct 2020
Buy Hold Sell: Seven stocks for offense and defense
Matt Williams joins Livewire's Vishal Teckchandani and Sean Fenton from Sage Capital to discuss 7 stocks that may provide offense and defense in your portfolio. (Viewing time: 5 mins)
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Video Insights 09 Oct 2020
Buy Hold Sell: Four beaten down sectors
Matt Williams joins Livewire's Vishal Teckchandani and Sean Fenton from Sage Capital to discuss beaten down sectors that might present attractive opportunities. (Viewing time: 12 mins)
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Video Insights 04 Sep 2020
Results Season, Done - Now What? - Live Webinar
Quiz - 0.75 CPD hours availableMatt Williams reviews the recent results season which was predicted to be the ‘least helpful’ in assessing company’s balance sheet health and growth outlooks. But was it? What have we learnt? What have been the surprises and opportunities, which companies have Airlie continued to invest in, and why? (Viewing time: 44 min)
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Video Insights 20 Jun 2018
Airlie Australian Share Fund - Meet The Managers
The Airlie Australian Share Fund provides an opportunity to access an experienced investment team with a proven track record of prudent, common sense investing. Learn more about the Portfolio Managers, Matt Williams and Emma Fisher. (Viewing time: 8 mins)
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Contact Us
Telephone: +61 2 9235 4760
Email: adviserservices@airliefm.com.au
Mainstream Fund Services provides a range of registry services including the processing of applications, redemptions and distributions as well as the maintenance of unitholder records.
For online access to your investment in Airlie Australian Share Fund, click here.
Phone: 1300 127 780 (in Australia) or +61 2 8259 8566 (International) or 0800 787 621 (New Zealand).
Email: magellanfunds@mainstreamgroup.com
Dispute Resolution Process
At Magellan Asset Management Limited (“Magellan”) your feedback is important to us.
What to do if you have a complaint:
Magellan is committed to providing investors with the best possible service. If at any time you are dissatisfied with a service provided by Magellan, please contact us so we can work towards a resolution.
How to make a complaint:
Magellan accepts all complaints made orally or in writing, formally or informally.
- Please contact our Complaints Officer using any of the following methods:
Phone: +61 2 9235 4888
Email: complaints@magellangroup.com.au
Mail: Magellan Asset Management Limited, MLC Centre, Level 36, 19 Martin Place Sydney, NSW 2000
- Please provide full contact details to enable us to respond to you quickly.
- Please provide as much detail as possible regarding the nature of your complaint and any supporting documentation.
We will:
- Provide you with a written receipt of the complaint immediately, or as soon as practicable.
- Provide you with a final written response setting out Magellan’s proposed remedy as soon as possible, but in any event within 45 days of receiving the complaint.
- Note: The requirement to provide a final response will not apply where the complaint is resolved to your satisfaction by the end of the fifth business day after the complaint is received and you have not requested a response in writing.
Keeping you informed:
We will keep you informed at regular intervals about the progress of our investigations and response.
Still not satisfied?
Magellan is a member of the Australian Financial Complaints Authority (“AFCA”). If an issue has not been resolved to your satisfaction, you can lodge a complaint with AFCA. AFCA provides fair and independent financial services complaint resolution that is free to consumers.
Website: www.afca.org.au
Email: info@afca.org.au
Telephone: 1800 931 678 (free call)
In writing to: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001
