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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 …
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. …
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 …
Fixed Income is back in vogue. For many years until the end of 2021, we saw extremely low (and even negative) interest rates. But since early 2022, central banks around the world have dramatically increased rates as part of the fight …