The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2023 unless stated otherwise.
The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets out particular benchmarks and disclosure principles designed to provide improved disclosure to retail investors. This helps them compare risks and returns for investments like the Affluence Investment Fund.
Click here to download the report.