Read the Product Disclosure Statement (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 Small Companies Quarterly Update
Following a challenging quarter for small cap equities, Portfolio Manager Will Granger provides an update on the Airlie Small Companies Fund. Will discusses recent performance and sector divergence, particularly the impact of strong resource sector performance and weakness in small industrials.
Airlie Australian Share Fund Quarterly Update
Amid a highly dynamic market environment, Deputy Portfolio Manager Joe Wright and Senior Equities Analyst Jack McNally provide an update on recent performance, including corporate activity and reporting season outcomes. Joe and Jack highlight the dynamics that have created opportunities across the portfolio, while reinforcing the fund’s focus on quality businesses, disciplined valuation and long-term investment outcomes.
