Airlie and Vinva Funds aim to provide investors with diversification and the potential to generate excess return on capital for years to come.
Active Management
Analysing market signals and adjusting strategies to optimise returns in a dynamic investment environment.
Diversification
Diversifying investments across across different industry sectors can help to reduce risk.
Industry Expertise
Access to skilled investment teams with decades of experience in investing in Australian equities.
Long Term Growth
Investing in companies with the potential to provide long-term wealth creation and compounding opportunities.
Discover our Airlie Australian equity strategies and Vinva systematic Australian equity strategies, providing investors with access to experienced investment teams, in-depth research and the potential to grow earnings over time.
The Fund delivers a concentrated portfolio of Airlie’s best ideas, typically between 15-35 Australian companies. It seeks to invest in well-run, quality business with strong financial positions, where current valuations do not fully capture this quality.
The investment fund is available in listed and unlisted form.
The Fund seeks to provide long-term capital growth and income through investing in Australian listed small companies. The fund will typically be invested in 20-40 investments that Airlie consider to be high-quality companies.
The investment fund is unlisted, available by investing directly with the fund.
Vinva’s investment approach to active management involves a disciplined, transparent, and repeatable investment process using proprietary data-driven models to invest in Australian stocks, aiming for consistent performance and risk management through rigorous quantitative analysis.
Calculations are based on exit price with distributions reinvested, after ongoing fees and expenses but excluding individual tax, member fees and entry fees (if applicable). Past performance is not a reliable indicator of future performance.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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