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Affluence Investment Fund, Affluence LIC Fund, Affluence Small Company Fund, Education, Investment Markets
In our 2021 investor letter, we reflect on performance, portfolio positioning, opportunities and what to expect in the current environment.
What is Volatility? The performance of an investment is ultimately the most important thing. But when assessing a potential investment, it is also vitally important to understand volatility. In essence, this term refers to the range of investment returns, or how …
Before you start finding the best managed funds for beginners, you must first learn the basics. The first step to investing in any Fund is to understand it. Whether it’s an unlisted fund, an exchange traded fund (ETF) or a listed …
Investing for Retirement in Australia “Everything should be made as simple as possible, but no simpler.” – Albert Einstein The quote above is widely attributed to Mr Einstein, although there’s no proof that he did in fact ever actually utter those …
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..
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.