Typical absolute return funds and balanced funds have a reasonably high allocation to fixed income products. At Affluence, in the current market this does not make sense to us. Given the 10-year bond yield has just hit new lows at 1.8%, we struggle to see how the sector in general can achieve our return target of inflation plus 5%. Login to read full article.
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The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2024 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2024 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
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