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What’s happening with Hybrids? For many Australian income investors, bank hybrids have been a reliable portfolio staple for years. They’ve offered an attractive yield premium over cash and term deposits, regular distributions, and exposure to some of Australia’s largest banks. For retirees, SMSFs and other income-focused …
In our Affluence March 2026 update, Daryl & Greg discuss the current investment environment, AI and the Iran war plus the portfolio positioning in each Fund. Skip to the following times, for these key topics: 0:00 – Introduction 1:11 – The …
Key Details Profile date: February 2026 Manager: Metrics Credit Partners Fund: Metrics Real Estate Multi-Strategy Fund (ASX: MRE) Fund Type: Listed Investment Trust (LIT) Investment Strategy: MRE provides exposure to the full real estate capital structure, from senior secured debt facilities …
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 …