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Investment performance Our Fund returns for 2025 were pleasing: A few themes that we have held for a while performed strongly in 2025, including: There is no doubt that value investing outperformed growth in 2025. In the 11 years that Affluence …
Key Details Profile date: December 2025 Manager: MA Financial Group (IP Generation) Fund: MA Hyperdome Town Centre Fund Fund Type: Wholesale single asset property syndicate Investment Strategy: The syndicate will own Hyperdome Town Centre for an initial period of 5-7 years. …
In this Investment Matters podcast, Finding Value Where Others Don’t, Daryl shares plenty of insights on Affluence’s contrarian, value-driven approach, deep manager due diligence, and strategic diversification across asset classes. In a wide-ranging conversation, Darren and Daryl also discuss You can …
Key Details Profile date: October 2025 Manager: Terra Capital Fund: Terra Capital Natural Resources Fund Fund Type: Wholesale Unlisted Fund Investment Strategy: The Fund invests in a portfolio of mostly small and mid-cap (less than $500 million) mining and energy equities …
Key Details Profile date: September 2025 Manager: Regal Funds Management Fund: Regal Partners Private Fund Fund Type: Wholesale Unlisted Fund Asset Class: Multi-asset, multi-strategy. Investment Strategy: The Regal Partners Private Fund aims to generate attractive risk adjusted absolute returns by investing …
Investment performance Our fund returns for FY25 were: Below, we take a closer look at market conditions, and review the performance, current positioning and outlook for each of our Funds. Market Update Tariffs The last 3 months have been all about …
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, …