Daryl Wilson from Affluence Funds Management - Investor Webinar July 2024

About this presentation

Affluence specialises in discount capture strategies, using their experience in markets to buy stocks and other investments below net asset backing. In this presentation, Daryl Wilson explains the concept of discount capture, walks through how the Affluence team approach this niche strategy, and provides some examples of the opportunities available in the market right now.

STATUTORY STATEMENT

The issuer of Affluence LIC Fund is Affluence Funds Management Limited, ABN 68 604 406 297, AFSL 475940. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at https://affluencefunds.com.au/. Prospective investors should consider the PDS before deciding to acquire the product.

Disclaimer

  • The presentations made during this seminar are for informational and promotional purposes only.
  • Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
  • No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
  • All securities and financial products involve risks.
  • Past performance of any product is not a reliable indication of future performance.
  • Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
  • InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
  • These presentations were made as at 23-25 July, 2024 and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

More Videos

The Conscious Investor Fund - mirroring Teaminvest principles and success

MANAGED FUND

Tue 23 July 2024 | Mark Moreland
The Conscious Investor Fund - mirroring Teaminvest principles and success
Find out how Conscious investor fund has averaged 16.16% compound return per year over the last 5 Years. What Surfing and Investing have in common, insights into Warren Buffett's incredible success and how Teaminvest and Conscious Investor Fund channel his principles.
Agriculture Investment Fundamentals – Why invest in Controlled Environment Agriculture (CAE)?

FARMING, ANIMALS & CONSERVATIONMANAGED FUND

Wed 26 July 2023 | Kelvin McKeown
Agriculture Investment Fundamentals – Why invest in Controlled Environment Agriculture (CAE)?
Investing in Australian agriculture can be a natural inflation hedge driven by growing non-discretionary spending. Why? Demand for Australian grown fresh food and other quality agricultural products is forecast to increase materially over the next 10 years, driven by middle class population and income growth in both local and offshore markets. Technology and farming practice advancements in the industry are driving labour productivity, increasing yields and decreasing wastage leading to higher revenues across the sector.
Myth busting private credit

FIXED INTERESTINVESTOR EDUCATION

Thu 21 Mar 2024 | Roger Montgomery & Brett Craig
Myth busting private credit
Aura High Yield SME (AHYSME) Fund aims to provide stable monthly income from a diversified portfolio of debt securities, principally issued by lenders to SME businesses in Australia. Roger Montgomery is the Founder and Chairman at Montgomery, he established Montgomery Investment Management in 2010 and has cemented his status as an expert in the industry. Brett Craig is a Director at Aura Credit Holdings, he previously worked at Macquarie and is a trailblazer in Australian Private Credit.