Affluence LIC Fund Insights
View All Insights
Why drawdowns matter No one likes losing money. However, investors must accept that to try to achieve the higher returns available from equities, negative periods where investments fall in value (known as drawdowns) are inevitable. Over the long term, superior investment …
The Affluence LIC Fund December 2024 Half Year Financial Report is now available.
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2024 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
Information about the Affluence LIC Fund FY24 fees and costs is included in this disclosure update. The update provides information about fees and costs for the year ended 30 June 2024.
GDI Property Group Key Details Profile date: November 2024 Manager: GDI Property Group Fund: GDI Property Group (ASX: GDI) Investment Type: Listed Real Estate Investment Trust (A-REIT) Asset Class: Commercial Office Property Investment Strategy: GDI Property Group is an ASX listed REIT focused on Australian office …
The Affluence LIC Fund 2024 Annual Report is available here.
Affluence Income Trust, Affluence Investment Fund, Affluence LIC Fund, Affluence Members, Affluence Small Company Fund, Fund Updates
Below is the June 2024 financial year distribution and tax information and estimated dates for the end of financial year processes. As each item is completed, we will update the information. The end of the financial year is a busy time …
We have rarely seen this many opportunities in the sector. The Affluence LIC Fund aims to invest in Listed Investment Companies (LICs) that satisfy at least one of these criteria: Right now, the market conditions are highly favourable for the Affluence …
This article was originally published on Livewire. Right now, no one likes LICs. In fact, given the apparent apathy towards them by investors, we would go as far as to say they are actively unliked. And this makes us very excited. …
The Affluence LIC Fund December 2023 Half Year Financial Report is available here.
Information about the Affluence LIC Fund FY23 fees and costs is included in this disclosure update. The update can be accessed here. The update provides information about fees and costs for the year ended 30 June 2023.
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2023 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
Download your guide
Fill in your details to download the Listed Investment Companies Guide
"*" indicates required fields