Read the Product Disclosure Statement (PDS) and Update to PDS
Complete the Online Application Form
Alternatively, complete the PDF Application Form digitally, or print
and complete manually. You will be guided by the Application Form
if you also need to complete any CRS forms.
Send application form to Apex Group
Apex Fund Services - Unit Registry
GPO Box 143
Sydney NSW 2001
Or via email to magellanfunds@apexgroup.com
Investment Insights
Airlie Australian Share Fund Quarterly Update
Portfolio Managers Emma Fisher and Ray David provide a quarterly update on the Airlie Australian Share Fund. Emma also shares her takeaways from a recent US trip, including the AI infrastructure build-out, pressure on interest rate-sensitive sectors and the case for patience with cyclicals such as James Hardie.
Airlie Australian Share Fund Quarterly Update
Portfolio Managers Emma Fisher and Joe Wright provide a quarterly update on the Airlie Australian Share Fund. Emma discusses the key performance drivers, including a reversal in the major Australian banks following federal budget impacts on investor lending, strength in diversified miners such as BHP and Rio, and a recovery in USD earners like Aristocrat.