Airlie Australian Share

MGE9705AU

Airlie Australian Share MGE9705AU Strategy

Offers investors the opportunity to invest in a specialised & focused Australian equities strategy. Airlie's broad investment philosophy is to build portfolios using a bottom up investment approach with a belief that active management can product significant wealth accumulation relative to passive management. Airlie assesses companies in the investment universe on 4 key criteria: financial strength, quality of the management team, quality of the business & valuation.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: July 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

Markets

Index
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CAC 407,709.81133.23-1.70%
DAX 4024,152.87120.25-0.50%
Dow JONES (US)45,418.07135.600.30%
FTSE 1009,265.8055.60-0.60%
HKSE25,524.92304.99-1.18%
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Nikkei 22542,394.40413.42-0.97%
NZX 50 Index12,983.5125.530.20%
S&P 5006,465.9426.620.41%
S&P/ASX 2008,935.6031.30-0.35%
SSE Composite Index3,868.3815.18-0.39%

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