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Happy New Year from all of us at Affluence. All funds delivered positive returns in December, despite hefty falls on most equity markets. You can access the latest fund reports below. In our latest Investor Letter we review fund performance in …
Investment performance Affluence Fund returns and the relevant benchmarks are shown below. Our 2024 returns could best be described as solid but not spectacular. Longer-term returns (which is what matters), compare very well with passive alternatives. The 2024 year was a …
Information about the Affluence Income Trust FY24 fees and costs is included in this disclosure update. The update provides information about fees and costs for the year ended 30 June 2024.
Information about the Affluence Investment Fund FY24 fees and costs is included in this disclosure update. The update provides information about fees and costs for the year ended 30 June 2024.
Information about the Affluence LIC Fund FY24 fees and costs is included in this disclosure update. The update provides information about fees and costs for the year ended 30 June 2024.
This article was originally published on Livewire. As we approach the end of 2024, it appears that the market for Listed investment Companies is somewhat capitulating. Even LICs that have done everything right, performed well and historically traded at par or …
It’s a bumper holiday edition of the Affluence eNews this month. The Affluence Investment Fund had its 10 year anniversary in November. Returns have been solid, especially considering the hostile environment the strategy has faced most of the time. Here are …
WAM Leaders Key Details Profile date: December 2024 Fund: WAM Leaders (ASX: WLE) Manager: Wilson Asset Management Investment Type: Listed Investment Company Asset Class: Australian equities. Investment Strategy: WLE invests in Australian large cap equities with a stated aim to deliver a stream of fully franked dividends, …
Markets were volatile in October, taking a breather after some strong previous months. Equity indexes were lower both in Australia and globally. Despite that, all of our funds delivered positive returns. Fund reports can be accessed below. This big news so …
GDI Property Group Key Details Profile date: November 2024 Manager: GDI Property Group Fund: GDI Property Group (ASX: GDI) Investment Type: Listed Real Estate Investment Trust (A-REIT) Asset Class: Commercial Office Property Investment Strategy: GDI Property Group is an ASX listed REIT focused on Australian office …
Markets were buoyed in September by the US Federal Reserve cutting rates and China announcing a raft of measures to support the economy. While the US Fed cuts were widely expected, the China stimulus measures weren’t. Chinese and Hong Kong stock …
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 …