AIRLIE FUNDS MANAGEMENT

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Magellan Asset Management Limited is pleased to announce the launch of the Airlie Australian Share Fund

The Airlie Australian Share Fund, a specialised and focused Australian equities product, is available to retail investors for the first time today. The partnership with Magellan, the Fund’s issuer and responsible entity, provides investors with access to Airlie’s experienced investment team, with a long and proven track-record of prudent common-sense investing that has previously only been available to institutional and high net worth investors.

Please see the dedicated website for this fund at www.airlieaustraliansharefund.com.au


Airlie Funds Management 

Soft closure of The Airlie Concentrated Share Fund (now closed to to new investors)

We would like to advise that The Airlie Concentrated Share Fund will be closed to new investors from 1 November 2013. 

If you are an existing investor, you may continue to add to your investment at any time.

On behalf of everyone at Airlie we thank you for your support.

David and John

 

The Airlie Concentrated Share Fund

  • An unregistered wholesale investment scheme with a minimum investment of $500,000. 
  • Typical number of holdings of shares in listed companies: 8 to 20
  • Maximum cash level: 50%
  • The fund is currently closed to new investors. Existing investors may make additional investments to their accounts at any time.

You must read the Information Memorandum before completing the Application Form.

The Airlie Share Fund closed in May 2016.

Most investors elected to transfer to the Airlie Concentrated Share Fund; please check your statements for details. Please contact us if you have any questions regarding this fund or your investment. 




If you would like to make any changes to your account please your request to the Fund Administrator:
 
RBC I&TS
C/- Shareholder Services
GPO Box 4471
SYDNEY NSW 2001

 
or by fax

+61 2 8262 5492

 


For Investments under $500,000

Airlie Funds Management is limited to providing funds management services to wholesale investors, as defined by the Corporations Act 2001. At this stage we do not provide a service for investors who do not meet the statutory minimum investment of $500,000.