Funds

Airlie currently has three Australian equities strategies: the Airlie Australian Share Fund (ASX: AASF) and the Airlie Small Companies Fund, both open to retail investors. The other, the Airlie Concentrated Fund, which is for wholesale use only and is presently closed to new investors.  

Open for investment
Airlie Australian Share Fund <small>(Managed Fund) (ASX: AASF)</small>

Airlie Australian Share Fund (Managed Fund) (ASX: AASF)

Delivers a concentrated portfolio of Airlie’s best ideas, typically 15-35 Australian companies. Seeks to invest in well-run, quality businesses with strong financial positions, where current valuations do not fully capture this quality.

Open for investment
Airlie Small Companies Fund

Airlie Small Companies Fund

The fund seeks to provide long-term capital growth and income through investment in Australian listed small companies. The Fund's portfolio will typically comprise 20-40 investments that Airlie consider to be high-quality businesses.

Closed to new investors
The Airlie Concentrated Share Fund

The Airlie Concentrated Share Fund

The Airlie Concentrated Share Fund is for wholesale investors only.

  • This fund is currently closed to new investors
  • For existing investors in the fund, please use the button below for more information.