Affluence Investment Fund FY25 Fees and Costs

All our Funds delivered positive returns last month. Fund reports are available below. Effective from July 2026, we increased the regular distributions from the Affluence Investment Fund, Affluence LIC Fund and Affluence Small Company Fund. The higher distributions reflect yields of …

Understanding The Fixed Income Dilemma Fixed income is often described as the defensive part of an investment portfolio. For many investors, it is expected to provide regular income, reduce reliance on share market returns and help smooth the overall investment journey. …

Our returns for the 2026 financial year are shown below. All funds outperformed the ASX200 Accumulation Index after fees and costs.   Distributions for the year ranged from 6.1% to 7.2%, with the Affluence Investment Fund, Affluence LIC Fund and Affluence …