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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 …
View the Affluence LIC Fund Report May 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 3 …
View the Affluence Investment Fund Report May 2019 in pdf format. 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 and …
View the Affluence LIC Fund Report April 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 3 …
View the full Affluence Small Company Fund April 2019 report in pdf format. 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 …