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Key Details Profile date: July 2016 Manager: Watermark Funds Management Fund: Watermark Market Neutral Trust and two LIC’s Fund Type: Retail Unlisted Fund and LIC’s
To view the full Affluence Investment Fund Update – May 2016 in pdf format, click here. The Affluence Investment Fund returned 1.9% in May. Since commencement
Here’s our Affluence Sharesight Review. We occasionally publish reviews of products we think you might find useful in your investing journey. We have no relationship
Wilson Asset Management (WAM) are arguably the leaders in LICs in Australia. They currently directly manage three listed vehicles (WAM, WAA and WAX) and have
Too soon old, too late smart. I can relate to that. As I get older I feel the need to tell the world what I’ve
Last week, I was involved in a car accident. I had gone into the city to collect my eldest son and two of his friends,
Last month I provided a review on the spare-change roundup investment app, Acorns. Another well established FinTech firm founded here in Australia is Simply Wall
To view the full Affluence Investment Fund Update – April 2016 in pdf format, click here. Fund Commentary: The Affluence Investment Fund returned 1.9% in
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
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:
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
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
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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