Learn more about our Affluence LIC Fund and the current discount opportunity in this 15 minute webinar.
This LIC combines access to a range of outstanding Australian equity fund managers, with a charitable purpose and a low cost base.
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.
March 2020 will go down as one of the crazier months in financial markets. March …
The Baker Steel Gold Fund specialises in gold and precious metals, with a portfolio of globally listed gold and precious metals equities
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.
The Affluence Investment Fund December 2019 Half Year Financial Report is available here.
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).
A concentrated portfolio of small and microcap Australian companies from a manager with an outstanding track record. Affluence Member content. Select “Members” from the website menu to login or register.
The following disclosure provides an update on the annual fees and costs for the financial …