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 …
Fund Manager Profile February 2020
This fund from Phoenix Portfolios invests in Australian microcaps with a value bias and has produced significant returns with low volatility. They have a portfolio which is likely to be different to other managers.
Fund Manager Profile January 2020
A concentrated portfolio of global resource equities and private credit investments from a manager with an outstanding track record. Read on to find out more (for Affluence Members only).
Fund Manager Profile December 2019
A concentrated portfolio of small and microcap Australian companies from a manager with an outstanding track record. Affluence Member content. Select “Members” from the website menu to login or register.
Affluence Investment Fund – Updated Annual Fees and Costs
The following disclosure provides an update on the annual fees and costs for the financial …
Read more Affluence Investment Fund – Updated Annual Fees and Costs
Fund Manager Profile November 2019
A residential property investment that can produce reasonable cash returns. Read on to find out more (for Affluence Members only).
Fund Manager Profile October 2019
A truly alternative investment that has produced strong returns over a long period. Read on to find out more (for Affluence Members only).
Affluence Investment Fund 2019 Annual Report
The Affluence Investment Fund 2019 Annual Report is available here.
Fund Profile August 2019
Owner of some of the best global shopping centres, trading at a significant discount. Read on to find out more (for Affluence Members only).
