best fund manager Insights

  Fixed Income is back in vogue. For many years until the end of 2021, we saw extremely low (and even negative) interest rates. But since early 2022, central banks around the world have dramatically increased rates as part of the …

The investment world post 31 December 2021 entered a distinctly different phase, with the realisation that rampant inflation was going to lead to a substantial rise in interest rates. This has impacted most asset classes, however commercial real estate, unlisted property …

In our 2021 investor letter, we reflect on performance, portfolio positioning, opportunities and what to expect in the current environment.

We’ve previously written about how the 14-month period from 31 January 2020 to 31 March 2021 provided the perfect opportunity to assess whether your fund manager has done a good job. That’s because January 2020 was the last monthly high before …

Key Details Fund: Ironbank Karara Market Neutral Fund Manager: Karara Capital Fund Type: Retail Unlisted Fund Invests In: Australian REITs and equities using a market neutral strategy. Key People: Andrew Smith Investment Focus: The Fund aims to generate absolute returns in …

In our 2020 investor letter, we reflect on performance, portfolio positioning, the opportunities and what to expect in the current investment environment.

These LICs are managed by VGI Partners, one of the best global equities’ managers in Australia. They are currently trading at record high discounts.

This LIC combines access to a range of outstanding Australian equity fund managers, with a charitable purpose and a low cost base.

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.

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.

To view the Affluence Investment Fund July 2019 Report, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of the best fund managers as selected by Affluence. We target: distributions of 5% per annum, paid monthly. total annualised …

To view the Affluence Small Company Fund July 2019 report, click here. We believe that smaller companies can provide higher returns over time than the ASX 200 index. Investing in smaller companies through different managers, investment strategies and structures can help to …