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August saw volatility return to financial markets. Early in the month, global markets plummeted after being disappointed with a very minor negative US economic data point. Markets were down over 5% at one point, before recovering to end the month slightly …
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% …
MA Financial Group – Key Details Profile date: September 2024 Manager: MA Financial Group Fund: MA Secured Loan Series Fund Type: Wholesale Unlisted Fund Asset Class: Commercial Real Estate Debt. Investment Strategy: The Fund lends to highly qualified borrowers and real estate transactions for the purpose …
The Affluence LIC Fund 2024 Annual Report is available here.
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 30 June 2024 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
July was a good month to start the new financial year, with all our funds delivering positive returns. Below, you can access monthly fund reports, as well as a profile of one of our Affluence Income Trust investments. Speaking of the …
Altor Credit Partners – Key Details Profile date: August 2024 Manager: Altor Credit Partners Fund: AltFi Income Fund Fund Type: Wholesale Unlisted Fund Asset Class: Private Lending Investment Strategy: The Fund currently provides private loans to 9 borrowers across a range of sectors. The loans often …
Harvesting Discounts from LICs and other stocks is one of our favourite subjects here at Affluence. We are specialists in the LIC sector having run a dedicated fund since 2016. Our Affluence LIC Fund holds a diversified portfolio of LICs and …
Ryder Investment Management – Key Details Profile date: July 2024 Manager: Ryder Investment Management Fund: Ryder Capital Limited (ASX: RYD) Fund Type: Listed Investment Company Asset Class: Small cap Australian equities. Investment Strategy: Ryder Capital Limited (ASX: RYD) is a listed investment company focused on Australian …
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. …