Affluence Investment Fund

Two Listed Debt Opportunities

Two Listed Debt Opportunities

We took the chance during the recent market downturn to review the listed debt and hybrid securities available in the market. We came across two potentially.. Login to read full article.
We took the chance during the recent market downturn to review the listed debt and hybrid securities available in the market. We came across two potentially rewarding debt opportunities, both of which we added to the Fund investment portfolio.

The first is Origin Energy Hybrids. They trade on ASX under the code ORGHA. These provide a potential way to profit from the current negative sentiment towards oil prices and oil stocks.

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Affluence Fund Portfolio December 2015

Affluence Fund Portfolio December 2015

As at December 2015 we have largely completed the Affluence Fund portfolio implementation and consider the Fund to be reasonably well diversified. The Fund.. Login to read full article.
As at December 2015 we have largely completed the Affluence Fund portfolio implementation and consider the Fund to be reasonably well diversified. The Fund is invested in 9 underlying managed funds accounting for 68% of the portfolio and 13 listed investment companies comprise a further 12%. We held approximately 20% cash as a buffer against further market falls.

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The Affluence Fund initial investment portfolio

The Affluence Fund initial investment portfolio

We seek to construct a diversified investment portfolio across different asset classes for the Affluence Fund. We do this by investing in a number of.. Login to read full article.
We seek to construct a diversified investment portfolio across different asset classes for the Affluence Fund. We do this by investing in a number of different types of funds run by, in our opinion, the best managers available in Australia. We have developed the initial portfolio after many months of intensive.. Login to read full article.
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