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Year highlights Firstly, a massive thank you to all of you who trusted us with your hard earned capital during the year. It is a responsibility that we never take for granted. For our investors and ourselves, the 2021 financial year …
Below is the June 2021 financial year distribution and tax information for each of our funds. The end of the financial year is a busy time for us. In addition to determining and paying the final year-end distribution for each fund, …
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 Affluence LIC Fund 2020 Annual Report is available here.
Introduction Welcome to our 2020 investor letter. Another financial year is in the record books, and FY20 will certainly rank as one of the more exciting. Markets were on a tear for the first half of the year, resetting record highs. …
Key details Fund: VGI Partners Global Investments (ASX: VG1) and VGI Partners Asian Investments (ASX: VG8) Fund Type: Listed Investment Company (LIC) Invests In: Global Equities Investment Focus: Long short absolute return strategy for global equities. Risk profile: Medium to high. …
Below is the 2020 financial year distribution and tax information for each of our funds. The end of the financial year is a busy time for us. In addition to determining and paying the final year-end distribution for each fund, we …
The rise of debt LITs There are now eight debt focused Listed Investment Trusts (LITs) on the ASX. They have a combined market cap of $4.7 billion. Debt-based LITs are a relatively new product for Australia, with Metrics Credit Partners launching …
We recently recorded this Affluence LIC Fund webinar. When picking stocks, it is widely accepted that buying high quality businesses at a discount to their value is the best path to long term success. When choosing great fund managers, the same …
Key Details Profile date: May 2020 Fund: Future Generation Australia Investment Company (ASX: FGX) Fund Type: Listed Investment Company (LIC) Invests In: Australian Equities Investment Focus: A fund of funds that provides access to some outstanding investment managers. Risk profile: Medium …
March 2020 will go down as one of the crazier months in financial markets. March madness. Below, we explain what happened in March, how our funds performed, and how we are positioning our portfolios in this market. What happened? You’ve all …
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