Airlie Australian Share Fund - Live Webinar

Airlie Australian Share Fund Portfolio Manager, Matt Williams provides a market update and dissects the recent reporting season. (Viewing time: 44 mins) 

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Airlie Australian Share Fund - Fund Launch

Airlie Australian Share Fund has commenced trading on the ASX under the ticker code AASF.  This represents the next generation of Active ETFs that brings together the features of an unlisted fund and an Active ETF into a single open-ended fund.

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Introducing the Airlie Australian Share Fund

Access one of Australia's most experienced stock pickers with the Airlie Australian Share Fund. A best ideas portfolio of 15 – 35 Australian stocks, managed by Matt Williams and Emma Fisher, that aims to deliver long-term capital growth and a regular income stream.

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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:

  • 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.

  • Concentrated Portfolio

    The Fund is a concentrated, active portfolio of typically 25 hand-picked Australian listed equities.

  • 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

  • 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)

  • Video Insights 04 Sep 2020

    Results Season, Done - Now What? - Live Webinar

    Quiz - 0.75 CPD hours available

    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)

  • Video Insights 19 Aug 2020

    Matt Williams chats with Commsec's Tom Piotrowski

    Matt Williams, Portfolio Manager of the Airlie Australian Share Fund, chats with Tom Piotrowski from Commsec. The pair discuss investment themes that have emerged during the covid-19 crisis and the outlook for the big four banks and the resources sector. (Viewing time: 14 min)

  • Stock Story 15 Jul 2020

    Stock Story: Macquarie Group

    This high-quality asset manager is better braced for these difficult times than it was during the GFC. (Reading time: 5 min)

  • Video Insights 14 Jul 2020

    Airlie Australian Share Fund

    Quiz - 0.25 CPD hours available

    Matt Williams, the Portfolio Manager of the Airlie Australian Share Fund, talks to Frank Casarotti about the effects of the covid-19 crisis on the Australian economy and stock market.  They discuss Australian banks, why the portfolio holds CBA, what company managements are prioritising and what worries them most. (Viewing time: 13 min)

  • Investment Insights 14 Jul 2020

    Management Matters

    The covid-19 crisis has delivered an unprecedented challenge to health authorities and macroeconomic policymakers alike. For many company management teams it has above all tested their recent decisions on how they have allocated capital.

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.

  1. 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
     
  2. Please provide full contact details to enable us to respond to you quickly.
     
  3. 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