Education Insights

Revolution Asset Management – Key Details Profile date: April 2024 Manager: Revolution Asset Management Fund: Revolution Wholesale Private Debt Fund II Fund Type: Wholesale Unlisted Fund Asset Class: Fixed Income Investment Strategy: The Fund focuses on three private credit sectors: lending …

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 …

Introduction It feels like we are stuck in the twilight zone. In 2023, investors oscillated between believing inflation was sticky and economies were heading for trouble, and the perfect scenario where central banks had engineered a beautiful ‘soft landing’ with inflation …

Fixed Income is back in vogue. For many years until the end of 2021, we saw extremely low (and even negative) interest rates. But since early 2022, central banks around the world have dramatically increased rates as part of the fight …

The investment world post 31 December 2021 entered a distinctly different phase, with the realisation that rampant inflation was going to lead to a substantial rise in interest rates. This has impacted most asset classes, however commercial real estate, unlisted property …

The Affluence Investment Fund 2023 Annual Report is available here.

The Affluence LIC Fund 2023 Annual Report is available here.

Interest rates & inflation Legendary debt investor Howard Marks periodically releases memos on how he sees the investing world. In December, he wrote that he is seeing just the third “sea change” in financial markets in his 53 years. For the …

Year Highlights Firstly, a massive thank you to all of you who trusted us with your hard-earned capital during the year. It is a responsibility that we never take for granted. Financial year 2022 (FY22) was a tale of two halves. …

Year highlights Firstly, a massive thank you to all of you who trusted us with your hard earned capital during the year. It is a responsibility that we never take for granted. For our investors and ourselves, the 2021 financial year …

We’ve previously written about how the 14-month period from 31 January 2020 to 31 March 2021 provided the perfect opportunity to assess whether your fund manager has done a good job. That’s because January 2020 was the last monthly high before …