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:
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.
The Fund is a concentrated, active portfolio of typically 25 hand-picked Australian listed equities.
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.
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.
Matt 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)
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)
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)
Matt 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)
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)
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
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.
We will:
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