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The Affluence LIC Fund 2020 Annual Report is available here.
Key Details Fund: Ironbank Karara Market Neutral Fund Manager: Karara Capital Fund Type: Retail Unlisted Fund Invests In: Australian REITs and equities using a market neutral strategy.Key People: Andrew Smith Investment Focus: The Fund aims to generate absolute returns in line …
Introduction Welcome to our 2020 investor letter. Another financial year is in the record books, and FY20 will certainly rank as one of the more exciting. Markets were on a tear for the first half of the year, resetting record highs. …
Key details Fund: VGI Partners Global Investments (ASX: VG1) and VGI Partners Asian Investments (ASX: VG8) Fund Type: Listed Investment Company (LIC) Invests In: Global Equities Investment Focus: Long short absolute return strategy for global equities. Risk profile: Medium to high. …
We recently recorded this Affluence Investment Fund webinar. When picking stocks, buying high quality businesses is one of the best paths to long term success. When choosing great fund managers, the same principles apply. But where do you find the best …
Below is the 2020 financial year distribution and tax information for each of our funds. The end of the financial year is a busy time for us. In addition to determining and paying the final year-end distribution for each fund, we …
The rise of debt LITs There are now eight debt focused Listed Investment Trusts (LITs) on the ASX. They have a combined market cap of $4.7 billion. Debt-based LITs are a relatively new product for Australia, with Metrics Credit Partners launching …
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 …
Key Details Profile date: April 2020 Manager: Packer & Co Limited Fund: Packer & Co Investigator Trust Fund Type: Retail Unlisted Fund Invests In: Wide mandate. Currently, global equities, cash and bonds. Key People: Willy Packer Investment Focus: The Fund can …
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 Fund: Baker Steel Gold Fund Profile date: March 2020 Manager: Baker Steel Capital Managers Fund Type: Retail Unlisted Fund Invests In: Global listed gold and precious metal producers. Key People: David Baker, Mark Burridge and Trevor Steel Investment Focus: …