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No matter how many times we calculate it, we’re always impressed by the difference a small increase in investment returns can make over a long
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Key Details Profile date: May 2016 Manager: Wentworth Williamson Fund: Wentworth Williamson Fund Fund Type: Wholesale Unlisted Fund Invests In: ASX listed stocks Key People:
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Being a 26-year-old Generation-Y investment professional, FinTech is a topic that I follow closely and am genuinely excited about. The web platforms and investment apps
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The Affluence Investment Fund returned 1.2% in March as most markets recovered from a tough start to the year. We saw a significant recovery in
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This activist manager has delivered good returns through a quite different strategy. They predominantly invest in small-medium ASX listed stocks trading at a discount to assessed valuation.
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The March quarter was not a pretty one for financial markets in general. The ASX200 (including dividends) fell by 2.7%. Most equity funds delivered negative
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In March 2016, Affluence Funds Management was recognised in the Australian Financial Review as a new Fund Manager doing things differently. The article highlights what
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The Affluence Investment Fund returned -0.2% in February. The Australian stock market returned -1.8% over the same period. February was in many ways a carbon
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When we tell most people what average long-term investment returns have been, they tend to be very surprised. Most of us regularly hear the stories
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The Affluence Investment Fund has continued to perform well despite what has been a particularly difficult investing market over the past 6 months. The graph
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We took the chance during the recent market downturn to review the listed debt and hybrid securities available in the market. We came across two
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As at December 2015 we have largely completed the Affluence Fund portfolio implementation and consider the Fund to be reasonably well diversified. The Fund is
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Interesting (but unverifiable) fact 1: About one third of the people working on financial trading desks have never experienced a single interest rate hike in
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