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To view the full Affluence Small Company Fund December 2016 report in pdf format, click here. Australian and global markets continued to climb in December. The ASX Small Ordinaries increased by 3.6% for the month and 13.2% for the year. The …
To view the full Affluence Investment Fund Update – November 2016 in pdf format, click here. November was somewhat of an abnormal month for Australian and global markets, with the ASX 200 trading in a range of almost 10% during the month from …
There are now over 80 ASX Listed Investment Companies (LIC’s) available to choose from. Through LICs you can access many different managers, asset classes, geographies and investment strategies. At Affluence, we recently undertook a year-long project to assess the best LIC’s …
Would you like to know who we think are the best investment managers in Australia? You can view details of the portfolio and why we like each fund, here. Affluence aims to invest only with the top 1% of fund managers …
Why we bought Gold Stocks last year Late last year we identified gold stocks as the greatest contrarian play of 2016. We wrote about it here As a result of this work, in December 2015 the Affluence Fund made a small …
Typical absolute return funds and balanced funds have a reasonably high allocation to fixed income products. At Affluence, in the current market this does not make sense to us. Given the 10-year bond yield has just hit new lows at 1.8%, we struggle to see how the sector in general can achieve our return target of inflation plus 5%.
Affluence aims to invest only with the top 1% of fund managers through the Affluence Fund portfolio. We cast the net very wide. We look across both listed and unlisted funds, those available to everybody and those available only to a …
Key Details Profile date: July 2016 Manager: Watermark Funds Management Fund: Watermark Market Neutral Trust and two LIC’s Fund Type: Retail Unlisted Fund and LIC’s Investments: ASX listed stocks Key People: Justin Braitling Strategy: Market neutral fund manager that looks to …
Wilson Asset Management (WAM) are arguably the leaders in LICs in Australia. They currently directly manage three listed vehicles (WAM, WAA and WAX) and have just completed an IPO for almost $400 million for a new LIC, the WAM Leaders Fund …
We have not been surprised by continuing low interest rates, and expect to see this trend continue for some time. In fact, it would appear the European Central Bank is likely to finally come to the party and looks set to …
In Australia, the ASX200 stock market index rose 2.2% for the quarter, but just 1.1% for the entire 2014 calendar year. Investors continued to favour companies with defensive earnings, US dollar earnings and high dividend yields. The Australian dollar continued its …