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Revolution Asset Management – Key Details Profile date: April 2024 Manager: Revolution Asset Management Fund: Revolution Wholesale Private Debt Fund II Fund Type: Wholesale Unlisted Fund Asset Class: Fixed Income Investment Strategy: The Fund focuses on three private credit sectors: lending …
Merricks Capital – Key Details Profile date: March 2024 Manager: Merricks Capital Fund: Merricks Capital Partners Fund Fund Type: Wholesale Unlisted Fund Asset Class: Fixed Income Investment Strategy: Commercial real estate debt. The Fund lends to highly qualified borrowers and real …
Now Open For Investment We are very excited to announce we have launched the Affluence Income Trust, a new fund focused purely on delivering attractive monthly income. The Affluence Income Trust invests in a highly diversified portfolio of fixed income assets …
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Introduction It feels like we are stuck in the twilight zone. In 2023, investors oscillated between believing inflation was sticky and economies were heading for trouble, and the perfect scenario where central banks had engineered a beautiful ‘soft landing’ with inflation …
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 line …
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 …
Key Details Profile date: April 2020 Manager: Packer & Co Limited Fund: Packer & Co Investigator Trust Fund Type: Retail Unlisted Fund Invests In: Wide mandate. Currently, global equities, cash and bonds. Key People: Willy Packer Investment Focus: The Fund can …
Key details Fund: Baker Steel Gold Fund Profile date: March 2020 Manager: Baker Steel Capital Managers Fund Type: Retail Unlisted Fund Invests In: Global listed gold and precious metal producers. Key People: David Baker, Mark Burridge and Trevor Steel Investment Focus: …
Key details Fund: Phoenix Opportunities Fund Profile date: February 2020 Fund Type: Retail Unlisted Fund Invests In: ASX small and micro-cap stocks Key People: Stuart Cartledge and Richard Fakhry Investment Focus: ASX listed microcaps with a value style. Results have been …
Key Details Manager: Tribeca Global Natural Resources Profile date: January 2020 Fund: Tribeca Global Natural Resources Limited (ASX: TGF) Fund Type: Listed Investment Company (LIC) Invests In: Resources and commodities related equity and direct credit. Key People: Ben Cleary and Craig …
A concentrated portfolio of small and microcap Australian companies from a manager with an outstanding track record. Affluence Member content. Select “Members” from the website menu to login or register.
A residential property investment that can produce reasonable cash returns.