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Debt based Listed Investment Trusts

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

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.

Fund Manager Profile March 2020

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

Fund Manager Profile February 2020

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

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).

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