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 Australian Share Fund Quarterly Update
Recent market volatility and sector rotation have created both challenges and opportunities for Australian equities. Deputy Head of Australian Equities Emma Fisher discusses how the Airlie Australian Share Fund has been positioned amid weakness in technology stocks, strength across the resources sector and corporate activity within the portfolio. Emma reflects on the continued strong performance of Aspen Group, and talk about their views on CSL, as well as outlining how the portfolio is positioned as the year progresses.
Airlie Small Companies Quarterly Update
The December quarter was an eventful period for Australian small caps, marked by shifting market conditions and evolving opportunities. In this quarterly update, Portfolio Manager Will Granger discusses how the small-cap landscape developed over the quarter and how the portfolio was actively positioned as conditions changed. He also outlines the investment thesis behind key holdings, including Joyce Corporation and PWR Holdings and explains what underpins conviction in these businesses as they have become more prominent positions within the Fund.
