Affluence LIC Fund

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2020 Investor Letter

2020 Investor Letter

In our 2020 investor letter, we reflect on performance, portfolio positioning, the opportunities and what to expect in the current investment environment.

Fund Manager Profile July 2020

Fund Manager Profile July 2020

These LICs are managed by VGI Partners, one of the best global equities’ managers in Australia. They are currently trading at record high discounts.

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 May 2020

Fund Manager Profile May 2020

This LIC combines access to a range of outstanding Australian equity fund managers, with a charitable purpose and a low cost base.

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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