This LIC combines access to a range of outstanding Australian equity fund managers, with a charitable purpose and a low cost base.
Fund Manager Profile April 2020
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.
Fund Manager Profile February 2020
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.
Affluence Investment Fund July 2019
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Affluence Small Company Fund July 2019
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Affluence LIC Fund July 2019
To view the Affluence LIC Fund July 2019 Report, click here. The Affluence LIC Fund …
Affluence Small Company Fund June 2019
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Affluence Investment Fund Report June 2019
To view the Affluence Investment Fund Report June 2019, click here. The Affluence Investment Fund provides …
Affluence LIC Fund Report June 2019
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Affluence LIC Fund Report May 2019
To view the Affluence LIC Fund Report May 2019 in pdf format, click here. The …
