Affluence Funds Management
Affluence manage Funds that seek to provide a combination of regular income and long-term capital growth.
Let us help you make better investment decisions
Our aim is to provide you with a better investment alternative.
We believe in doing things differently. We are contrarian, value focused, and invest for the long term. We believe that exposure to quality investments across multiple asset classes, managers, geographies and strategies should be a fundamental building block of any well diversified portfolio. Our focus is on delivering superior long term investment performance for you.
What makes Affluence different?
Traditional Fund Managers
Follow The Herd
Traditional managers are too scared to fail, so they don’t succeed. Most don’t outperform the index.
Restricted Product Selection
Commonly places clients into their own managed funds or choose from a restricted list of ‘approved’ funds.
Traditional Asset Classes
Manage large amounts in traditional asset classes (e.g. ASX200 equities), which minimises chances of excess performance.
High, Fixed Fees
Take fees regardless of performance.
Affluence – Invest Differently
Actively Pursue Out-Performance
From our fee structure alignment to our investment methodology, our strategy targets positive returns and low volatility.
Best Of Breed
We will seek the best fund managers, and combine them in a way which cushions against equity market corrections.
We prefer managers who operate in specialised markets with less funds under management and a competitive advantage.
No Fixed Fees
Our fees are 100% performance based.
Our investment philosophy centres
around a few core key themes.
If you want better than average returns, you need to invest differently and more strategically than the crowd.
Investing in markets where there is less competition makes it easier to achieve above average results.
Long term success requires a long term focus, which in turn requires patience and discipline.
Invest For Value
Value investing works best in the long term, particularly when combined with positive momentum.
Being aware of long-term cycles and seeking to time investments can significantly improve performance.
A focus on lowering volatility of returns through diversification provides comfort for investors.
“An investment in knowledge pays the best interest.”Benjamin Franklin
Affluence arms you with timely articles and investment ideas to help ensure you better understand the environment in which we operate and how we seek to outperform.
Invest differently Hi , Share markets fell for the third month …
Fixed Income is back in vogue. For many years until …
Invest differently Hi , Global share markets were down more than …
Let Us Help You Make Better Investment Decisions
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