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
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.
Why incremental returns matter: A company with a strong return on capital is one of the clearest signs of a quality business, and finding it is a good place for any investor to start. But it is only half the story.
Darren Connolly from Investment Markets speaks with Ray David, Senior Equities Analyst at Airlie Funds Management, about the Australian equities market.