Airlie Australian Share Fund
Airlie Australian Share Fund Update
Portfolio Manager, Emma Fisher is joined by Analysts Joe Wright, Vinay Ranjan, Trang Tran and Jack McNally, discussing lessons learnt in the past year and analyse the winners and losers across various sectors. They also share insights into the outlook for sectors and what they are thinking about when positioning the portfolio.
"Another interesting year in markets with the ASX 200 returning 12.1%, including dividends. And that was a really solid return when you consider a raft of economic data that suggested that the economy is really slowly grinding to a halt."
- Emma Fisher, Portfolio Manager
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AASF Investor letter 2024
Emma Fisher, Portfolio Manager of the Airlie Australian Share Fund (AASF) shares her perspectives on the Australian market over the last 12 months, discusses how the portfolio performed and how the fund is positioned in the current environment.
Access below the Fund's Annual Investor letter and the June factsheet.
Annual Investor Letter
Download Factsheet (PDF)
BlueScope growing through the cycle
BlueScope is a diversified steelmaker and steel building products manufacturer with operations across Australia, New Zealand, North America and Asia. Discover why we believe BlueScope is attractively positioned for earnings growth and resilient returns through the cycle and despite industry competition.
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