Insights

  Fixed Income is back in vogue. For many years until the end of 2021, we saw extremely low (and even negative) interest rates. But since early 2022, central banks around the world have dramatically increased rates as part of the …

The investment world post 31 December 2021 entered a distinctly different phase, with the realisation that rampant inflation was going to lead to a substantial rise in interest rates. This has impacted most asset classes, however commercial real estate, unlisted property …

Invest differently Hi , In August, the ASX200 index fell 0.7% and most global share markets were down 2-3%. Markets were rattled by increasing US 10 year bond yields, and deteriorating economic indicators out of China. August was full year reporting …

The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 31 March 2023 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …

Invest differently Hi , All three Affluence funds preserved capital in February, when the ASX 200 Index fell by 2.4%. Detailed fund reports can be accessed below. We’re also pleased to advise that both the Affluence Investment Fund and Affluence LIC …

Invest differently Hi , Markets bounced back hard in January, as investors started the year with a strong dose of optimism. All our funds delivered positive returns for the month. As always, detailed fund reports can be accessed below. We are …

Our 2022 annual investor letter covers fund performance, portfolio positioning, market outlook and the key change you need to be aware of.

We’ve previously written about how the 14-month period from 31 January 2020 to 31 March 2021 provided the perfect opportunity to assess whether your fund manager has done a good job. That’s because January 2020 was the last monthly high before …

The following report provides an update on the Affluence LIC Fund FY20 fees and costs for the financial year ended 30 June 2020. Click here to download the report.  

The following report provides an update on the Affluence Investment Fund FY20 fees and costs for the financial year ended 30 June 2020. Click here to download the report.  

Key Details Fund: Ironbank Karara Market Neutral Fund Manager: Karara Capital Fund Type: Retail Unlisted Fund Invests In: Australian REITs and equities using a market neutral strategy. Key People: Andrew Smith Investment Focus: The Fund aims to generate absolute returns in …

These LICs are managed by VGI Partners, one of the best global equities’ managers in Australia. They are currently trading at record high discounts.