The Affluence Investment Fund December 2020 Half Year Financial Report is available here.
Affluence Investment Fund FY20 Fees and Costs
The following report provides an update on the Affluence Investment Fund FY20 fees and costs …
Affluence Investment Fund 2020 Annual Report
The Affluence Investment Fund 2020 Annual Report is available here.
Fund Manager Profile August 2020
Key Details Fund: Ironbank Karara Market Neutral Fund Manager: Karara Capital Fund Type: Retail Unlisted …
Affluence Investment Fund – RG240 Report
The following RG240 report provides an update on the ASIC RG240 benchmarks for the Affluence …
2020 Investor Letter
In our 2020 investor letter, we reflect on performance, portfolio positioning, the opportunities and what to expect in the current investment environment.
Affluence Investment Fund Webinar
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.
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.
