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Airlie Australian Share Fund

Airlie Funds Management has partnered with Magellan Asset Management to launch the Airlie Australian Share Fund, a concentrated portfolio of Australian equities.

The fund holds between 15 to 35 quality Australian listed equities. Equities are filtered through four key investment tests - financial strength, business quality, quality of management and valuation.

The portfolio is managed by Matt Williams, former head of equities at Perpetual, and Emma Goodsell.

The minimum initial investment is $10,000.

Magellan Asset Management as issuer of the fund, can be contacted for all distribution related enquiries on: 1800 Magellan or via the website on https://www.magellangroup.com.au/contact-us/

Airlie Funds Management Airlie Australian Share Fund Launched on 01 June 2018 Designed for retail investors. Find out more Industry Moves does not hold an AFS Licence and neither recommends nor endorses this product/service.

"We don’t spend much time trying to pick where the market is going": Q&A with Airlie's Emma Goodsell

Emma goodsell
Can you explain the benefits of a concentrated approach to managing Australian equities?

We believe a concentrated portfolio of best ideas will outperform passive investment in an index, where you are able to stick to a solid, proven process of stock selection and avoid companies with too much debt, too high expectations or worsening fundamentals.

Where does this type of fund sit in a retail investor's portfolio?

Whatever the makeup of a retail investor's portfolio, we believe there is room for a high conviction, concentrated active fund that aims to outperform the benchmark over the medium term.

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