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Looking for the best Australian LICs to add to your portfolio? There’s now over 100 LIC’s (plus some Listed Investment Trusts, or LITs) on the ASX. We’re seeing quite a number of opportunities in the sector right now. Our analysis shows …
How many investments should be in your portfolio? Like many things, our view is that it’s a very personal decision and a lot depends on your investment philosophy and the amount of time and capital you have available. Here’s a few …
If you watched any news or read a newspaper last month, it would be hard to have missed that there is a Royal Commission going on into banking and wealth management. Much has already been written about it, and I don’t …
At Affluence, we usually prefer small boutique managers, running differentiated investment strategies, that have a competitive advantage. So, in a way the opposite of this would be a large fund, that looks similar to a major index, investing in one of …
The latest SPIVA results from Standard and Poors are in. They provide some important investment lessons on where to look if you’d like to find long-term outperforming managed funds, although that’s not the impression you’d get from reading the report. In …
In February, the Affluence Investment Fund received a 5 Crown FE rating*, the highest result possible. The Fund only recently became eligible, having celebrated its 3-year anniversary in late 2017. FE is a global fund rating and research agency. FE Crown Fund …
On Tuesday 6 February 2018, the ASX fell 3.4%. Tens of billions of value was wiped from stock markets around the world. We get a lot of questions about how we handle a day like that. What exactly do we do …
In addition to our regular program of manager meetings, around 3-4 times per year we hit the road to catch up with a group of up-and-coming Australian fund managers that show promise. This time around we saw new managers in Sydney …
In November 2017 the Affluence Investment Fund celebrated its 3-year anniversary. This also meant the Fund was eligible for a Morningstar “star” Rating. In December 2017, the Fund received its first Morningstar Rating, and achieved the highest result possible, with an …
What Conditions Suit Different Equity Investment Strategies? As a follow on our explanation of the different equity investment strategies, this article gives examples of each type of strategy, and the conditions they may perform well in. Each of the different equities …
Our Affluence Managed Funds Guide shows how we look for Australia’s best fund managers. Fill in the form to download your free copy of our Guide to Managed Funds. A Managed Investment Fund is a specialised type of trust. The fund …
What are the Different Types of Equity Portfolio Management strategies? Every month, we provide a snapshot of the Affluence Investment Fund portfolio to our investors. We always include the two following charts to help people understand how we have positioned the …