Are you looking to find and invest in the best LICs in Australia?
The Affluence Listed Investment Company Guide can help you learn more about LICs.
Fill in the form to download your free copy of our Guide to Listed Investment Companies.
"*" indicates required fields
A Listed Investment Company or LIC is a specialised type of company that pools together shareholders’ funds and invests them under an approved investment strategy. LICs are listed and traded on the Australian Stock Exchange (ASX).
Through LICs you can now gain exposure to Australian and International Shares, as well as several other asset classes.
Many LICs are run by exceptional managers, using differentiated investment strategies that can help to diversify your investment portfolio. If you’re not considering holding some LICs in your investment portfolio, you’re potentially missing out on some of the best investment managers Australia has to offer.
Why Invest in a Listed Investment Company?
This LIC guide will show you why you should invest in LIC’s.
Some of the benefits of LIC’s include:
Diversification
To achieve better diversification in your investment portfolio.
Access Professional Managers
To access the skills of a professional investment manager.
Market Exposure
To get exposure to a particular market, asset class or investment strategy.
Exchange Traded
To access the benefits of an unlisted managed fund with the ease of trading and liquidity of traded shares.
Income
To receive income from dividends or distributions.
Discount Capture
To profit from the change in premium/discount of the NTA compared to the share price.
Our Listed Investment Company Guide shows you what we look for.
Our Affluence LIC Fund invests only in LICs. We focus on finding some of the best long-term performers in the LIC space in Australia and combine them with LICs trading at discounts to their underlying value. Our guide contains hints on how we do it, what we looked for, and what we ignore. By downloading the Affluence Listed Investment Company Guide, you can learn:
- How LICs work and how they generate returns
- Key differences between LICs and other types of investments
- How to use LICs to diversify your portfolio
- The two key criteria we use to find the best LICs in Australia
- The 5 most important things to consider when looking at LICs
- Why size and liquidity matters – and the key advantage you have over big fund managers
- Why you should never buy an LIC based on its dividend yield
- Measuring LIC performance
- How to buy the best LICs in Australia at the right price
This guide summarises the results of hundreds of hours of our work into less than 20 pages for you.
Download LIC Guide
"*" indicates required fields
Let Affluence Choose a LIC Portfolio for you.
We are specialists in the LIC sector, having run a dedicated fund since 2016. The Affluence LIC Fund holds a diversified portfolio of LICs and aims to generate extra returns by buying LICs at unusually large discounts and selling them when the discounts narrow. This discount capture strategy is the greatest source of opportunity.