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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
Are you looking to find and invest in the best LICs in Australia? The Affluence Listed Investment Company Guide can help you learn more about
Our Affluence Managed Funds Guide shows how we look for Australia’s best fund managers. Fill in the form to download your free copy of our
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
It’s a bumper holiday edition of the Affluence eNews this month. The Affluence Investment Fund had its 10 year anniversary in November. Returns have been
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
Markets were volatile in October, taking a breather after some strong previous months. Equity indexes were lower both in Australia and globally. Despite that, all
GDI Property Group Key Details Profile date: November 2024 Manager: GDI Property Group Fund: GDI Property Group (ASX: GDI) Investment Type: Listed Real Estate Investment Trust (A-REIT) Asset
Markets were buoyed in September by the US Federal Reserve cutting rates and China announcing a raft of measures to support the economy. While the
Tea Tree Opportunity Trust Key Details Profile date: October 2024 Manager: Scentre Group/Barrenjoey Fund: Tea Tree Opportunity Trust Fund Type: Single asset property syndicate Asset Class: Commercial Real Estate
August saw volatility return to financial markets. Early in the month, global markets plummeted after being disappointed with a very minor negative US economic data
The Affluence Income Trust now has just over a one year track record. We are very happy with the returns of around 8%, which are
MA Financial Group – Key Details Profile date: September 2024 Manager: MA Financial Group Fund: MA Secured Loan Series Fund Type: Wholesale Unlisted Fund Asset Class: Commercial Real Estate
The Affluence Investment Fund 2024 Annual Report is available here.
The Affluence LIC Fund 2024 Annual Report is available here.
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 30 June 2024 unless stated otherwise.
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