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Introduction It feels like we are stuck in the twilight zone. In 2023, investors oscillated between believing inflation was sticky and economies were heading for trouble, and the perfect scenario where central banks had engineered a beautiful ‘soft landing’ with inflation …
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 fight …
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 …
Affluence Investment Fund, Affluence LIC Fund, Affluence Small Company Fund, Education, Investment Markets
Year highlights Firstly, a massive thank you to all of you who trusted us with your hard earned capital during the year. It is a responsibility that we never take for granted. For our investors and ourselves, the 2021 financial year …
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 line …
Introduction Welcome to our 2020 investor letter. Another financial year is in the record books, and FY20 will certainly rank as one of the more exciting. Markets were on a tear for the first half of the year, resetting record highs. …
Key details Fund: VGI Partners Global Investments (ASX: VG1) and VGI Partners Asian Investments (ASX: VG8) Fund Type: Listed Investment Company (LIC) Invests In: Global Equities Investment Focus: Long short absolute return strategy for global equities. Risk profile: Medium to high. …
Key Details Profile date: May 2020 Fund: Future Generation Australia Investment Company (ASX: FGX) Fund Type: Listed Investment Company (LIC) Invests In: Australian Equities Investment Focus: A fund of funds that provides access to some outstanding investment managers. Risk profile: Medium …
Key Details Profile date: April 2020 Manager: Packer & Co Limited Fund: Packer & Co Investigator Trust Fund Type: Retail Unlisted Fund Invests In: Wide mandate. Currently, global equities, cash and bonds. Key People: Willy Packer Investment Focus: The Fund can …
Key details Fund: Phoenix Opportunities Fund Profile date: February 2020 Fund Type: Retail Unlisted Fund Invests In: ASX small and micro-cap stocks Key People: Stuart Cartledge and Richard Fakhry Investment Focus: ASX listed microcaps with a value style. Results have been …
View the Affluence Investment Fund July 2019 Report. The Affluence Investment Fund provides access to a diversified investment portfolio of the best fund managers as selected by Affluence. We target: We aim to deliver these returns with less volatility than the …