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Investment performance Our fund returns for FY25 were: Below, we take a closer look at market conditions, and review the performance, current positioning and outlook for each of our Funds. Market Update Tariffs The last 3 months have been all about …
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 …
Why drawdowns matter No one likes losing money. However, investors must accept that to try to achieve the higher returns available from equities, negative periods where investments fall in value (known as drawdowns) are inevitable. Over the long term, superior investment …
In March 2025 Daryl was a guest on Rask Invest, speaking with Mitchell Sneddon about how to select fund managers and build a portfolio. We talked about a range of topics, including: You can view the recording below. Affluence is committed …
Following the correction in February, markets continued to fall in March, with Trump’s tariffs dominating headlines. Globally, the S&P500 was down 5.6% and the tech heavy NASDAQ down 8.2%. The ASX200 Index fell 3.4%, with Australia (quite rightly) not impacted as …
Pzena Global Focused Value Fund Key Details Profile date: April 2025 Manager: Pzena Investment Management Fund: Pzena Global Focused Value Fund Fund Type: Retail Unlisted Fund Asset Class: Global Equities. Investment Strategy: The Fund uses a deep value investment strategy to …
The ASX200 index fell 3.6% in February. Australian and global markets got the shakes, as trade wars and global instability became too real for investors to ignore. In the US the “Magnificent 7” showed some signs of weakness, with the NASDAQ …
WAM Alternative Assets Key Details Profile date: March 2025 Manager: Wilson Asset Management (WAM) Fund: WAM Alternative Assets (ASX: WMA) Fund Type: Listed Investment Company Asset Class: Private equity, real assets and private debt. Investment Strategy: WAM Alternative Assets (ASX: WMA) …
All our funds delivered positive returns in January, in what was a good month for most assest classes. You can access the latest fund reports below. The big debate in Australian financial markets for the past few weeks has been what …
West Street European Private Credit Fund (AUD) Key Details Profile date: February 2025 Fund: West Street European Private Credit Fund (AUD) Manager: Goldman Sachs Asset Management Investment Type: Wholesale Unlisted Fund Asset Class: Global Corporate Debt Investment Strategy: The Underlying Fund invests in senior secured corporate debt …
Investment performance Affluence Fund returns and the relevant benchmarks are shown below. Our 2024 returns could best be described as solid but not spectacular. Longer-term returns (which is what matters), compare very well with passive alternatives. The 2024 year was a …
This article was originally published on Livewire. As we approach the end of 2024, it appears that the market for Listed investment Companies is somewhat capitulating. Even LICs that have done everything right, performed well and historically traded at par or …