Affluence Members Insights

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 …

This LIC combines access to a range of outstanding Australian equity fund managers, with a charitable purpose and a low cost base.

A 20-year track record of around 13% pa returns, just two negative years (small ones at that) and a wide investment mandate make this Fund something special.

The Baker Steel Gold Fund specialises in gold and precious metals, with a portfolio of globally listed gold and precious metals equities

This fund from Phoenix Portfolios invests in Australian microcaps with a value bias and has produced significant returns with low volatility. They have a portfolio which is likely to be different to other managers.

A concentrated portfolio of global resource equities and private credit investments from a manager with an outstanding track record.

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.

A truly alternative investment that has produced strong returns over a long period.

A misunderstood alternative asset LIC trading at a significant discount. Affluence Members only. Log in or register from the Members page to access this content.

Owner of some of the best global shopping centres, trading at a significant discount.

A truly different long/short manager with an outstanding track record.