Learn more about our Affluence Investment Fund and the current portfolio of exceptional fund managers in this 20 minute webinar.
2020 Financial Year Information
Below is the 2020 financial year distribution and tax information for each of our funds. …
Debt based Listed Investment Trusts
Debt LITs have exploded in both number and capital raised over the past 3 years. After an initial period of easy returns, this year’s market crisis has highlighted the risks involved.
Affluence LIC Fund webinar
Learn more about our Affluence LIC Fund and the current discount opportunity in this 15 minute webinar.
Fund Manager Profile May 2020
This LIC combines access to a range of outstanding Australian equity fund managers, with a charitable purpose and a low cost base.
Fund Manager Profile April 2020
A 20-year track record of around 13% pa returns, just two negative years (small ones at that) and a wide investment mandate make this Fund something special.
March madness in financial markets
March 2020 will go down as one of the crazier months in financial markets. March …
Fund Manager Profile March 2020
The Baker Steel Gold Fund specialises in gold and precious metals, with a portfolio of globally listed gold and precious metals equities
Affluence Investment Fund – RG240 Report
The following RG240 report provides an update on the ASIC RG240 benchmarks for the Affluence …
Affluence LIC Fund RG240 Report
This report provides an update on the Affluence LIC Fund RG240 benchmarks. Click here to …
