best lics Insights

In our 2021 investor letter, we reflect on performance, portfolio positioning, opportunities and what to expect in the current environment.

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 …

In our 2020 investor letter, we reflect on performance, portfolio positioning, the opportunities and what to expect in the current investment environment.

These LICs are managed by VGI Partners, one of the best global equities’ managers in Australia. They are currently trading at record high discounts.

This LIC combines access to a range of outstanding Australian equity fund managers, with a charitable purpose and a low cost base.

In the last six months, the cash rate set by the Reserve Bank of Australia has fallen 0.75%. It is estimated that cash returns on savings accounts and term deposits have fallen even more. In addition, the percentage of cash in …

Are you looking to invest in the best LICs in Australia? The Affluence Listed Investment Company Guide can help you learn more about LICs. A Listed Investment Company or LIC is a specialised type of company that pools together shareholders’ f犀利士unds …

The discount opportunity Right now, LICs are under pressure as the average level of discounts is much higher than usual. What is also unusual is that these elevated discounts have appeared when the ASX has been going very well. History would …

We are delighted to announce that the Affluence LIC Fund is now open to all investors in Australia and New Zealand. The Fund was previously only available to wholesale investors. We will be accepting applications for the first time this month. …

We first started investing in LICs back in 2015. We didn’t start out specifically targeting them. But we realised there were some features in the LIC market that made them an attractive investment opportunity. The biggest positive from our point of …

If 24 LICs ran the Melbourne Cup, which would be our favourites We are proud to present our second annual form guide for the Affluence LIC Cup. The LIC Cup determines the best performing LICs in Australia and is possibly even …

Looking for the best Australian LICs to add to your portfolio? There’s now over 100 LIC’s (plus some Listed Investment Trusts, or LITs) on the ASX. We’re seeing quite a number of opportunities in the sector right now. Our analysis shows …