You can access the best fund managers. All together in a single fund.
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Australia’s Best Fund Managers, In One Place.
We have brought together the best fund managers across all types of investments, in a single fund.
High Quality, Vastly Diversified
An investment in the Affluence Investment Fund will see your money strategically allocated across a range of asset classes and investment types. Never before have you been able to diversify your funds so easily via such a high quality managed fund.
Asset allocation shown here is indicative only. The portfolio of the Fund can and does change regularly. Up to date information can be obtained from the latest Fund Report.
Low Volatility, Monthly Income
The Affluence Investment Fund seeks the very best investment managers – the top 1%. We then invest with them in the way that we believe balances maximum returns with low volatility, providing the best long-term investment result.
Our investment philosophy is based on values we have developed over 16 years.
We look to unearth the best opportunities across all markets.
We aim to identify the top tier of investment managers.
We seek to reduce volatility through appropriate diversification.
Real Return Focus
We target returns of inflation +5% over the long term.
“An Investment in knowledge pays the best interest.” – Benjamin Franklin