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Key Details Fund Manager Profile February 2018 Manager: India Avenue Investment Management Fund: India Avenue Equity Fund Fund Type: Retail Unlisted Fund Invests In: Indian equities Key People: Mugunthan Siva and Aran Nagendra Investment Focus: Equity fund focused on capturing India’s …
Key Details Fund Manager Profile December 2017 Manager: NAOS Asset Management Fund: Three LICs, NAOS Emerging Opportunities (NCC), NAOS Small Cap Opportunities (NSC), NAOS Absolute Opportunities (NAC) Fund Type: Listed Investment Companies Invests In: Micro and small cap Australian equities Key …
To win the Melbourne Cup requires a horse that is well trained, has a great jockey, and importantly hasn’t been hit too hard with a weight handicap from the stewards. To win the Affluence LIC Cup, an LIC requires many of …
It appears over the last month that some of the wind has been knocked out of the sails of LICs, with a notable decrease in buying support. One possible reason is LIC investors selling to invest in the current crop of …
We are at an interesting stage in the cycle, with the ASX 200 hovering around recent highs, global equities looking expensive, and calls for boom and bust from different forecasters and commentators. At Affluence we know we don’t know the future, …
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 …
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 …