Affluence LIC Fund Insights
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We recently recorded this Affluence LIC Fund webinar. When picking stocks, it is widely accepted that buying high quality businesses at a discount to their value is the best path to long term success. When choosing great fund managers, the same …
Key Details Profile date: May 2020 Fund: Future Generation Australia Investment Company (ASX: FGX) Fund Type: Listed Investment Company (LIC) Invests In: Australian Equities Investment Focus: A fund of funds that provides access to some outstanding investment managers. Risk profile: Medium …
March 2020 will go down as one of the crazier months in financial markets. March madness. Below, we explain what happened in March, how our funds performed, and how we are positioning our portfolios in this market. What happened? You’ve all …
Key Details Manager: Tribeca Global Natural Resources Profile date: January 2020 Fund: Tribeca Global Natural Resources Limited (ASX: TGF) Fund Type: Listed Investment Company (LIC) Invests In: Resources and commodities related equity and direct credit. Key People: Ben Cleary and Craig …
Are you looking to invest in the best LICs in Australia? The Affluence Listed Investment Company Guide can help you learn more about LICs. A Listed Investment Company or LIC is a specialised type of company that pools together shareholders’ funds …
A misunderstood alternative asset LIC trading at a significant discount. Affluence Members only. Log in or register from the Members page to access this content.
The Affluence LIC Fund 2019 Annual Report is available here.
The discount opportunity Right now, LICs are under pressure as the average level of discounts is much higher than usual. What is also unusual is that these elevated discounts have appeared when the ASX has been going very well. History would …
To view the Affluence LIC Fund July 2019 Report, click here. The Affluence LIC Fund provides access to a diversified portfolio of ASX Listed Investment Companies (LICs) selected by Affluence. From this portfolio, we aim to outperform the ASX200 Accumulation Index …
We are delighted to announce that the Affluence LIC Fund is now open to all investors in Australia and New Zealand. The Fund was previously only available to wholesale investors. We will be accepting applications for the first time this month. …
To view the Affluence LIC Fund Report June 2019 in pdf format, click here. The Affluence LIC Fund provides access to a diversified investment portfolio of ASX Listed Investment Companies (LICs) selected by Affluence. We aim to outperform the ASX200 Accumulation Index …
We first started investing in LICs back in 2015. We didn’t start out specifically targeting them. But we realised there were some features in the LIC market that made them an attractive investment opportunity. The biggest positive from our point of …