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Tea Tree Opportunity Trust Key Details Profile date: October 2024 Manager: Scentre Group/Barrenjoey Fund: Tea Tree Opportunity Trust Fund Type: Single asset property syndicate Asset Class: Commercial Real Estate Investment Strategy: The syndicate will own Tea Tree Plaza for an initial period of 5 years. Affluence …
The Affluence Income Trust now has just over a one year track record. We are very happy with the returns of around 8%, which are ahead of our benchmark of the RBA cash rate plus 3%. Of the total return, 7.7% …
Market Returns For the 12 months to 30 June 2024, most equity markets delivered reasonable to exceptional returns. US mega caps were the standout, with the 10 largest stocks in the S&P500 delivering an annual return of a staggering 40%. In …
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Below is the June 2024 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 …
We have rarely seen this many opportunities in the sector. The Affluence LIC Fund aims to invest in Listed Investment Companies (LICs) that satisfy at least one of these criteria: Right now, the market conditions are highly favourable for the Affluence …
Salter Brothers – Key Details Profile date: June 2024 Manager: Salter Brothers Fund: Salter Brothers Emerging Companies Limited (ASX: SB2) Fund Type: Listed Investment Company Asset Class: Small and microcap Australian equities. Investment Strategy: Salter Brothers Emerging Companies Ltd (ASX: SB2) …
Oceana Funds – Key Details Profile date: May 2024 Manager: Oceana Funds Fund: Oceana Australian Fixed Income Trust Fund Type: Wholesale Unlisted Fund Asset Class: Fixed Income Investment Strategy: The Fund focuses on trade and debtor finance, as well as a …
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 …
This article was originally published on Livewire. Right now, no one likes LICs. In fact, given the apparent apathy towards them by investors, we would go as far as to say they are actively unliked. And this makes us very excited. …
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 …