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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:
Invest differently Hi , We had a strong month in March, with all our funds delivering positive returns. For the first time in quite a
Revolution Asset Management – Key Details Profile date: April 2024 Manager: Revolution Asset Management Fund: Revolution Wholesale Private Debt Fund II Fund Type: Wholesale Unlisted
This article was originally published on Livewire. Right now, no one likes LICs. In fact, given the apparent apathy towards them by investors, we would
Invest differently Hi , The Affluence Income Trust accepted its first new investors in February, and we are pleased to report that the Fund continues
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