Invest Differently
Regular Income | Long Term Stability
Affluence manage Funds that seek to provide a combination of regular income and long-term capital growth by investing with the best boutique investment managers available in Australia.
What makes Affluence different?
| Traditional Fund Managers | Affluence – Invest Differently |
|---|---|
| Follow The Herd: Traditional managers are too scared to fail, so they don’t succeed. Most don’t outperform the index | Actively Pursue Out-performance: From our fee structure alignment to our investment methodology, our strategy targets positive returns and low volatility. |
| Restricted Product Selection: Commonly places clients into their own managed funds or choose from a restricted list of ‘approved’ funds. | Best Of Breed: We will seek the best fund managers, and combine them in a way which cushions against equity market corrections. |
| Traditional Asset Classes: Manage large amounts in traditional asset classes (e.g. ASX200 equities), which minimises chances of excess performance. | Unique Strategies: We prefer managers who operate in specialised markets with less funds under management and a competitive advantage. |
| High, Fixed Fees: Take fees regardless of performance. | No Fixed Fees: Our fees are 100% performance based. |
Our investment philosophy centres around a few core key themes.
Invest Differently
If you want better than average returns, you need to invest differently and more strategically than the crowd.
Market Awareness
Being aware of long-term cycles and seeking to time investments can significantly improve performance.
Invest For Value
Value investing works best in the long term, particularly when combined with positive momentum.
Be Patient
Long term success requires a long term focus, which in turn requires patience and discipline.
Competitive Advantage
Investing in markets where there is less competition makes it easier to achieve above average results.
Lowering Volatility
A focus on lowering volatility of returns through diversification provides comfort for investors.
Our Funds
Affluence Investment Fund
Provides access to 20-35 of the very best investment managers across all asset classes.
Affluence LIC Fund
Provides access to Australian and some global listed stocks and selected other assets through a portfolio of Listed Investment Companies (LICs).
Affluence Small Company Fund
Provides access to smaller listed companies through a diversified portfolio of unlisted funds run by the best equity investment managers.
“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.
Affluence 2018 Investor Letter
To view the Affluence 2018 Investor Letter, click here. Summary We look at the last …
Investing is simple, but not easy
“Everything should be made as simple as possible, but no simpler.” – Albert Einstein The …
Affluence Constant Investor interview with Alan Kohler
Recently, Daryl Wilson spoke with Alan Kohler of the Constant Investor about our funds, how …
Read more Affluence Constant Investor interview with Alan Kohler
