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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 …
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.
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 …
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 …
The Affluence Investment Fund 2024 Annual Report is available here.
The Affluence LIC Fund 2024 Annual Report is available here.
The Affluence Investment 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 …
Market Returns For the 12 months to 30 June 2024, most equity markets delivered reasonable to exceptional returns. US mega caps were the standout, with the 10 largest stocks in the S&P500 delivering an annual return of a staggering 40%. In …