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Key Details Profile date: September 2025 Manager: Regal Funds Management Fund: Regal Partners Private Fund Fund Type: Wholesale Unlisted Fund Asset Class: Multi-asset, multi-strategy. Investment Strategy: The Regal Partners Private Fund aims to generate attractive risk adjusted absolute returns by investing …
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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 …
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 …
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 …
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 …
View the Affluence LIC Fund July 2019 Report. The Affluence LIC Fund provides access to a diversified portfolio of ASX Listed Investment Companies (LICs) selected by Affluence. From this portfolio, we aim to outperform the ASX200 Accumulation Index over rolling three …
To view the Affluence Small Company Fund June 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 …
View the Affluence Investment Fund Report June 2019. 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 …
View the Affluence LIC Fund Report June 2019 in pdf format. The Affluence LIC Fund provides access to a diversified investment portfolio of ASX Listed Investment Companies (LICs) selected by Affluence. We aim to outperform the ASX200 Accumulation Index over rolling three …
To view the full Affluence Small Company Fund May 2019 report in pdf format, 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 …