Affluence Insights
Latest Articles
- Affluence Income Trust
- Affluence Investment Fund
- Affluence LIC Fund
- Affluence Small Company Fund
- eNews
- Investment Guides
- Fund Updates
- Education
- Investment Markets
The Affluence LIC Fund 2020 Annual Report is available here.
Key Details Fund: Ironbank Karara Market Neutral Fund Manager: Karara Capital Fund Type: Retail Unlisted Fund Invests In: Australian REITs and equities using a market
Introduction Welcome to our 2020 investor letter. Another financial year is in the record books, and FY20 will certainly rank as one of the more
Key details Fund: VGI Partners Global Investments (ASX: VG1) and VGI Partners Asian Investments (ASX: VG8) Fund Type: Listed Investment Company (LIC) Invests In: Global
We recently recorded this Affluence Investment Fund webinar. When picking stocks, buying high quality businesses is one of the best paths to long term success.
Below is the 2020 financial year distribution and tax information for each of our funds. The end of the financial year is a busy time
The rise of debt LITs There are now eight debt focused Listed Investment Trusts (LITs) on the ASX. They have a combined market cap of
We recently recorded this Affluence LIC Fund webinar. When picking stocks, it is widely accepted that buying high quality businesses at a discount to their
Key Details Profile date: May 2020 Fund: Future Generation Australia Investment Company (ASX: FGX) Fund Type: Listed Investment Company (LIC) Invests In: Australian Equities Investment
Key Details Profile date: April 2020 Manager: Packer & Co Limited Fund: Packer & Co Investigator Trust Fund Type: Retail Unlisted Fund Invests In: Wide
March 2020 will go down as one of the crazier months in financial markets. March madness. Below, we explain what happened in March, how our
Key details Fund: Baker Steel Gold Fund Profile date: March 2020 Manager: Baker Steel Capital Managers Fund Type: Retail Unlisted Fund Invests In: Global listed
Hello We’re constantly on the lookout. We know where to look. We know what to look for. There are fund managers in Australia who we
Let Us Help You Make Better Investment Decisions
Our monthly eNews includes Fund updates, investments ideas and other things we find interesting.
It’s the best way for us to keep in touch, and for you to get to know us better. And we believe it’s important that you understand how we invest before you consider putting your money to work with us. Subscribe here to get our best ideas delivered straight to your inbox.