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Are you looking to invest in the best LICs in Australia? The Affluence Listed Investment …
Our Affluence Managed Funds Guide shows how we look for Australias best fund managers. A …
The following RG240 report provides an update on the ASIC RG240 benchmarks for the Affluence …
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A 20-year track record of around 13% pa returns, just two negative years (small ones at that) and a wide investment mandate make this Fund something special.
March 2020 will go down as one of the crazier months in financial markets. March …
The Baker Steel Gold Fund specialises in gold and precious metals, with a portfolio of globally listed gold and precious metals equities
This fund from Phoenix Portfolios invests in Australian microcaps with a value bias and has produced significant returns with low volatility. They have a portfolio which is likely to be different to other managers.
The Affluence Investment Fund December 2019 Half Year Financial Report is available here.
Fund Manager Profiles
