This LIC combines access to a range of outstanding Australian equity fund managers, with a charitable purpose and a low cost base.
Fund Manager Profile April 2020
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.
Fund Manager Profile March 2020
The Baker Steel Gold Fund specialises in gold and precious metals, with a portfolio of globally listed gold and precious metals equities
Fund Manager Profile February 2020
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.
Fund Manager Profile January 2020
A concentrated portfolio of global resource equities and private credit investments from a manager with an outstanding track record. Read on to find out more (for Affluence Members only).
Fund Manager Profile December 2019
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.
Fund Manager Profile November 2019
A residential property investment that can produce reasonable cash returns. Read on to find out more (for Affluence Members only).
Fund Manager Profile October 2019
A truly alternative investment that has produced strong returns over a long period. Read on to find out more (for Affluence Members only).
LIC Profile September 2019
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.
Fund Profile August 2019
Owner of some of the best global shopping centres, trading at a significant discount. Read on to find out more (for Affluence Members only).
