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In March 2025 we were a guest on Rask Invest, speaking about how to select fund managers and build a portfolio. We talked about a range of topics, including: You can view the recording below. Affluence is committed to Investor education. …
Now is the time to be contrarian. Daryl recently presented at the InvestmentMarkets webinar (27 March 2025) on why now is the time to be a contrarian. Daryl talks about why we believe we are going through a major secular turning …
Following the correction in February, markets continued to fall in March, with Trump’s tariffs dominating headlines. Globally, the S&P500 was down 5.6% and the tech heavy NASDAQ down 8.2%. The ASX200 Index fell 3.4%, with Australia (quite rightly) not impacted as …
Pzena Global Focused Value Fund Key Details Profile date: April 2025 Manager: Pzena Investment Management Fund: Pzena Global Focused Value Fund Fund Type: Retail Unlisted Fund Asset Class: Global Equities. Investment Strategy: The Fund uses a deep value investment strategy to …
The ASX200 index fell 3.6% in February. Australian and global markets got the shakes, as trade wars and global instability became too real for investors to ignore. In the US the “Magnificent 7” showed some signs of weakness, with the NASDAQ …
WAM Alternative Assets Key Details Profile date: March 2025 Manager: Wilson Asset Management (WAM) Fund: WAM Alternative Assets (ASX: WMA) Fund Type: Listed Investment Company Asset Class: Private equity, real assets and private debt. Investment Strategy: WAM Alternative Assets (ASX: WMA) …
All our funds delivered positive returns in January, in what was a good month for most assest classes. You can access the latest fund reports below. The big debate in Australian financial markets for the past few weeks has been what …
West Street European Private Credit Fund (AUD) Key Details Profile date: February 2025 Fund: West Street European Private Credit Fund (AUD) Manager: Goldman Sachs Asset Management Investment Type: Wholesale Unlisted Fund Asset Class: Global Corporate Debt Investment Strategy: The Underlying Fund invests in senior secured corporate debt …
The Affluence LIC Fund December 2024 Half Year Financial Report is now available.
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2024 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2024 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
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 …