Affluence Funds Management

Invest Differently

Affluence manage Funds that seek to provide a combination of regular income and long-term capital growth.

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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.

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.

Our Funds

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.

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