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 some of the best managed funds available in Australia.

Let us help you make better investment decisions

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Affluence Funds Management aims 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.

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What makes Affluence different?

Traditional Fund ManagersAffluence – Invest Differently
Follow The Herd: Traditional managers are too scared to fail, so they don’t succeed. Most don’t outperform the indexActively 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.

Why Affluence? →

Our investment philosophy centres around a few core key themes.

Invest Differently icon

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 icon

Invest For Value

Value investing works best in the long term, particularly when combined with positive momentum.

Be Patient icon

Be Patient

Long term success requires a long term focus, which in turn requires patience and discipline.

Competitive Advantage icon

Competitive Advantage

Investing in markets where there is less competition makes it easier to achieve above average results.

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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 targeting a mix of monthly
income and long term growth.

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Affluence LIC Fund

Provides access to Australian and
global listed stocks plus selected
other assets through a portfolio of
Listed Investment Companies (LICs).

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Affluence Small Company Fund

Provides access to smaller listed
companies through a diversified
portfolio of unlisted funds run by the
best equity investment managers.

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Learn more about our Funds →

“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.

2021 Investor Letter

2021 Investor Letter

In our 2021 investor letter, we reflect on performance, portfolio positioning, opportunities and what to expect in the current environment.

Debt based Listed Investment Trusts

Debt based Listed Investment Trusts

Debt LITs have exploded in both number and capital raised over the past 3 years. After an initial period of easy returns, this year’s market crisis has highlighted the risks involved.

Read more investment articles →

Read our latest Affluence Newsletter →


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