Selecting LICs/LITs to suit your portfolio

Daryl Wilson

Affluence Funds Management

We believe that right now, LICs and LITs are a valuable addition to any investment portfolio. I recently presented at the ASA Listed Investment Company Showcase events in Sydney, Melbourne and Brisbane along with an exceptional lineup of LIC managers. 

I spoke about the features we like about the LIC market, the key things we look at when assessing a LIC and how they might fit into your portfolio. I also looked at a variety of investment themes you can access through LICs and provided a range of LICs to look at in each area. 

I also explained why the most exciting opportunity in the current LIC market is the ability to access a wide range of LICs at discounts to NTA well above average.

Click on the link to watch the 30 minute presentation in full.

This article is prepared by Affluence Funds Management Limited ABN 68 604 406 297 AFS licence no. 475940 (Affluence) to enable investors in Affluence Funds to understand the underlying investments of the funds in more detail. It is not an investment recommendation. Prospective investors are not to construe the contents of this article as tax, legal or investment advice. Neither the information nor any opinion expressed constitutes an offer by Affluence, its subsidiaries, associates or any of their respective officers, employees, agents or advisers to buy or sell any financial products nor the provision of any financial product advice or service. The content has been prepared without considering your objectives, financial situation or needs. In deciding whether to acquire or continue to hold an investment in any financial product, you should consider the relevant disclosure documents for that product which are available from the product provider. Affluence recommends you consult your professional adviser to determine whether a financial product meets your objectives, financial situation or needs before making any decision to invest.

Daryl Wilson
CEO/Portfolio Manager
Affluence Funds Management

Daryl has over 25 years’ experience in finance and investing. He formed Affluence to provide investors with regular income and long-term capital growth by investing with some of the best fund managers available in Australia.

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