Regular Income | Long Term Stability
The Affluence Investment Fund seeks to provide a combination of monthly income and long-term capital growth by investing with the best boutique fund managers available in Australia.
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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.
Asset allocation shown here is as at 30 June 2017. The portfolio of the Fund can and does change regularly. Up to date information can be obtained from the latest Fund Report.
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.
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 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.
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.
Long term success requires a long term focus, which in turn requires patience and discipline.
Investing in markets where there is less competition makes it easier to achieve above average results.
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.