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The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 30 June 2024 unless stated otherwise.
July was a good month to start the new financial year, with all our funds delivering positive returns. Below, you can access monthly fund reports,
Altor Credit Partners – Key Details Profile date: August 2024 Manager: Altor Credit Partners Fund: AltFi Income Fund Fund Type: Wholesale Unlisted Fund Asset Class: Private Lending Investment Strategy: The
Harvesting Discounts from LICs and other stocks is one of our favourite subjects here at Affluence. We are specialists in the LIC sector having run
Invest differently Hi , The FY24 financial year finished in positive territory for most markets. The general trend was that the expensive, most favoured assets
Market Returns For the 12 months to 30 June 2024, most equity markets delivered reasonable to exceptional returns. US mega caps were the standout, with
Ryder Investment Management – Key Details Profile date: July 2024 Manager: Ryder Investment Management Fund: Ryder Capital Limited (ASX: RYD) Fund Type: Listed Investment Company Asset Class: Small cap
Below is the June 2024 financial year distribution and tax information and estimated dates for the end of financial year processes. As each item is
Why market conditions are attractive for LICs, May 2024 Fund Reports and things we found interesting
Invest differently Hi , The ASX200 Index rose 0.9% in May, and three of our Funds delivered positive returns, with only the Small Companies Fund
We have rarely seen this many opportunities in the sector. The Affluence LIC Fund aims to invest in Listed Investment Companies (LICs) that satisfy at
Salter Brothers – Key Details Profile date: June 2024 Manager: Salter Brothers Fund: Salter Brothers Emerging Companies Limited (ASX: SB2) Fund Type: Listed Investment Company
Hi, It was a tough month in equity markets, with the ASX200 Index down 2.9% and global markets down a similar amount. All our Funds
Oceana Funds – Key Details Profile date: May 2024 Manager: Oceana Funds Fund: Oceana Australian Fixed Income Trust Fund Type: Wholesale Unlisted Fund Asset Class:
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