The Affluence LIC Fund 2019 Annual Report is available here.
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Australian and global markets continued their recovery from the Trump Tariff Tantrum in May, and all our Funds delivered positive returns. You can access the latest fund reports below. We remain somewhat perplexed as to why the current market exuberance is …
Pengana Private Equity Trust (ASX:PE1) Key Details Profile date: June 2025 Manager: Pengana Capital Group Fund: Pengana Private Equity Trust (ASX: PE1) Fund Type: Listed Investment Trust (LIT) Asset Class: Global private equity. Investment Strategy: Pengana Private Equity Trust utilises the …
Affluence Income Trust, Affluence Investment Fund, Affluence LIC Fund, Affluence Members, Affluence Small Company Fund, Fund Updates
Below is the June 2025 financial year distribution and tax information and estimated dates for the end of financial year processes. As each item is completed, we will update the information. The end of the financial year is a busy time …