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.
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 …
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.
Affluence Investment Fund December 2019 Half Year Financial Report
The Affluence Investment Fund December 2019 Half Year Financial Report is available here.
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).
