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Read the Product Disclosure Statement (PDS)
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Complete the Application Form & CRS Form(s) (if applicable)
You will be guided by the Application Form as to which CRS form(s) to complete. -
Send application form to Apex Group
Apex Group - Unit Registry
GPO Box 143
Sydney NSW 2001
Or Email the application form to magellanfunds@apexgroup.com
Temporary processes available during COVID-19
Magellan accepts initial direct investments from individuals with a minimum of $10,000. You can apply by downloading the application form above.
Investment Insights
Airlie's Year InReview 2024
The Airlie 2024 ‘InReview’ offers comprehensive insights into the Australian investment market. Our portfolio managers reflect on market drivers from the past year, discuss their current portfolio strategies and share their future outlook.
Bull and bear case for Australian shares in the New Financial Year
Ignore ‘market noise’ and focus on investing in quality companies.
Airlie Australian Share Fund Update
Emma Fisher provides insights into key takeaways from reporting season as well as market sentiment. Emma also discusses new opportunities in the portfolio and touches on the healthcare sector and how she assesses it. (Viewing time: 14 mins)