Affluence Investment Fund FY21 Fees and Costs

This article was originally published on Livewire. As we approach the end of 2024, it appears that the market for Listed investment Companies is somewhat capitulating. Even LICs that have done everything right, performed well and historically traded at par or …

It’s a bumper holiday edition of the Affluence eNews this month. The Affluence Investment Fund had its 10 year anniversary in November. Returns have been solid, especially considering the hostile environment the strategy has faced most of the time. Here are …

WAM Leaders Key Details Profile date: December 2024 Fund: WAM Leaders (ASX: WLE) Manager: Wilson Asset Management         Investment Type: Listed Investment Company Asset Class: Australian equities. Investment Strategy: WLE invests in Australian large cap equities with a stated aim to deliver a stream of fully franked dividends, …