best Investment funds

Affluence Fund Portfolio – 30 September 2016

Affluence Fund Portfolio – 30 September 2016

Affluence aims to invest only with the top 1% of fund managers through the Affluence.. Login to read full article.
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 at both listed and unlisted funds, those available to everybody and those available only to a select few. Our process reduces over 15,000 investment opportunities available in Australia to a short list of less than 200. From this, we construct a portfolio of 20-30 investments. You can invest alongside us in this portfolio through the Affluence Investment Fund.

Here’s how we do it.

Login to read full article.

Affluence Fund Portfolio – 30 June 2016

Affluence Fund Portfolio – 30 June 2016

Affluence aims to invest only with the top 1% of fund managers through the Affluence Fund portfolio. We cast the net very wide – looking across both listed and unlisted funds, those available to.. Login to read full article.
Affluence aims to invest only with the top 1% of fund managers through the Affluence Fund portfolio. We cast the net very wide – looking across both listed and unlisted funds, those available to everybody and those available only to a select few. Our process reduces over 15,000 investment opportunities available in Australia to a short list of less than 200. From this, we construct a portfolio of 20-30 investments. You can invest alongside us in this portfolio through the Affluence Investment Fund.

Here’s how we do it.

Login to read full article.

Fund Manager Profile July 2016

Fund Manager Profile July 2016

A market neutral fund aims to profit from the relative performance of two very different portfolios of shares of equal value. Firstly, in much the same way as most investors, the manager buys.. Login to read full article.
A market neutral fund aims to profit from the relative performance of two very different portfolios of shares of equal value. Firstly, in much the same way as most investors, the manager buys a portfolio of shares they like, with the expectation this portfolio will deliver better than average returns over time. At the same time, they sell (or short) a portfolio of shares they don’t like. The manager expects this second portfolio to deliver much worse results than the market over time. The combination of these portfolios provides a market neutral structure. In simple terms, by holding equal value of long and short positions, exposure to the underlying sharemarket movements is significantly reduced.

Login to read full article.

Fund Manager Profile June 2016

Fund Manager Profile June 2016

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.. Login to read full article.
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 (WLE). These four LICs comprise more than $1.5 billion of assets. In addition, WAM were the originators of the two Future Generation LICs, FGG and FGX, which serve a dual purpose of being investment vehicles and donating to charities.

Login to read full article.

Affluence Funds Management logo

Sign up to our monthly newsletter!

 

Get a monthly update on the Affluence Fund, profiles of some of Australia’s best fund managers and access to exclusive investment ideas.

  • This field is for validation purposes and should be left unchanged.

All contact information given is not shared outside Affluence in line with our strict privacy policy.