Affluence Investment Fund, Education

Affluence 2018 Investor Letter

Posted on

Written by

Home » Affluence 2018 Investor Letter

To view the Affluence 2018 Investor Letter, click here.



We look at the last 12 months performance for our Affluence Investment Fund, Affluence LIC Fund and Affluence Small Company Fund. What worked and what didn’t.

We take a look at long term returns by asset class and outline three important lessons from that information, including one thing that will impact future returns more than anything else.

We explain how we’ve positioned our portfolios for the current investment environment and why we think making short term predictions is silly. Finally, we take a look at our plans for the future.

It’s all in our Affluence 2018 Investor Letter.

Take care and all the best with your investing.


Learn more

We hope that was helpful. If so, here’s some other things you might like.

See more of our articles.

Find out all about us.

Subscribe to our free monthly Affluence newsletter.

Find out about our Funds.

Or become an Affluence Member and get access to exclusive investment ideas, profiles of some of Australia’s best fund managers and full details of our Affluence investment portfolios.


Recommended Articles

Leave a Reply

Your email address will not be published. Required fields are marked *