Investment Markets Insights
View All Insights
Pzena Global Focused Value Fund Key Details Profile date: April 2025 Manager: Pzena Investment Management Fund: Pzena Global Focused Value Fund Fund Type: Retail Unlisted Fund Asset Class: Global Equities. Investment Strategy: The Fund uses a deep value investment strategy to …
WAM Alternative Assets Key Details Profile date: March 2025 Manager: Wilson Asset Management (WAM) Fund: WAM Alternative Assets (ASX: WMA) Fund Type: Listed Investment Company Asset Class: Private equity, real assets and private debt. Investment Strategy: WAM Alternative Assets (ASX: WMA) …
West Street European Private Credit Fund (AUD) Key Details Profile date: February 2025 Fund: West Street European Private Credit Fund (AUD) Manager: Goldman Sachs Asset Management Investment Type: Wholesale Unlisted Fund Asset Class: Global Corporate Debt Investment Strategy: The Underlying Fund invests in senior secured corporate debt …
Investment performance Affluence Fund returns and the relevant benchmarks are shown below. Our 2024 returns could best be described as solid but not spectacular. Longer-term returns (which is what matters), compare very well with passive alternatives. The 2024 year was a …
This article was originally published on Livewire. As we approach the end of 2024, it appears that the market for Listed investment Companies is somewhat capitulating. Even LICs that have done everything right, performed well and historically traded at par or …
WAM Leaders Key Details Profile date: December 2024 Fund: WAM Leaders (ASX: WLE) Manager: Wilson Asset Management Investment Type: Listed Investment Company Asset Class: Australian equities. Investment Strategy: WLE invests in Australian large cap equities with a stated aim to deliver a stream of fully franked dividends, …
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 …
Salter Brothers – Key Details Profile date: June 2024 Manager: Salter Brothers Fund: Salter Brothers Emerging Companies Limited (ASX: SB2) Fund Type: Listed Investment Company Asset Class: Small and microcap Australian equities. Investment Strategy: Salter Brothers Emerging Companies Ltd (ASX: SB2) …
Oceana Funds – Key Details Profile date: May 2024 Manager: Oceana Funds Fund: Oceana Australian Fixed Income Trust Fund Type: Wholesale Unlisted Fund Asset Class: Fixed Income Investment Strategy: The Fund focuses on trade and debtor finance, as well as a …
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. …
Merricks Capital – Key Details Profile date: March 2024 Manager: Merricks Capital Fund: Merricks Capital Partners Fund Fund Type: Wholesale Unlisted Fund Asset Class: Fixed Income Investment Strategy: Commercial real estate debt. The Fund lends to highly qualified borrowers and real …
Now Open For Investment We are very excited to announce we have launched the Affluence Income Trust, a new fund focused purely on delivering attractive monthly income. The Affluence Income Trust invests in a highly diversified portfolio of fixed income assets …