Affluence Funds Management
Invest Differently
Affluence manage Funds that seek to provide a combination of regular income and long-term capital growth.
Invest Differently
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.
Our Funds
Affluence
Income Trust
Provides access to a highly diversified portfolio of Fixed Income assets with a minimum distribution equal to the RBA Cash Rate plus 3% per annum, paid monthly.
Affluence
Investment Fund
Provides access to 20-35 investment managers across all asset classes targeting a mix of monthly income and long term growth.
Affluence
LIC Fund
Provides access to Australian and global listed stocks plus 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 some of the best equity investment managers.
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.
Unique Strategies
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.
Invest Differently
If you want better than average returns, you need to invest differently and more strategically than the crowd.
Competitive Advantage
Investing in markets where there is less competition makes it easier to achieve above average results.
Be Patient
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.
Market Awareness
Being aware of long-term cycles and seeking to time investments can significantly improve performance.
Lowering Volatility
A focus on lowering volatility of returns through diversification provides comfort for investors.
Pengana Private Equity Trust
Pengana Private Equity Trust (ASX:PE1) Key Details Profile date: June 2025 …
“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.
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