Affluence Investment Fund Webinar

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We recently recorded this Affluence Investment Fund webinar.

When picking stocks, buying high quality businesses is one of the best paths to long term success. When choosing great fund managers, the same principles apply. But where do you find the best fund managers? Our Affluence Investment Fund is an unlisted managed fund that invests with over 30 quality fund managers. Many of them are hard to find, closed to new investors, accessible to wholesale clients only, or require a large minimum investment amount. We formed the fund in 2014 after we saw an opportunity. We wanted to provide everyone with access to the investing style popularised by wealthy families and endowment funds.

The Affluence Investment Fund pays distributions monthly. We charge no fixed fee. Only a performance fee based on positive total returns delivered.

In this 20 minute presentation, we discuss:

  • The exceptional quality of fund managers available and what we look for.
  • The current make-up of the portfolio, including our top ten managers.
  • How we seek to limit the impact of market downturns.
  • The distribution and performance history of the Fund.

 

Affluence Investment Fund Webinar


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Visit the Affluence Members page to see and profiles of LICs and funds in which we invest.

 

Disclaimer

This content was prepared by Affluence Funds Management Limited ABN 68 604 406 297 AFS licence no 475940 (Affluence) to enable investors in the Affluence Investment Fund to understand the underlying investments of the Fund in more detail. It is not an investment recommendation. Prospective investors are not to construe the contents of this article as tax, legal or investment advice. Neither the information nor any opinion expressed constitutes an offer by Affluence, its subsidiaries, associates or any of their respective officers, employees, agents or advisers to buy or sell any financial products nor the provision of any financial product advice or service.

The content does not take into account your objectives, financial situation or needs. In deciding whether to acquire or continue to hold an investment in any financial product, you should consider the relevant disclosure documents for that product which are available from the product provider. Affluence recommends you consult your professional adviser to determine whether a particular financial product meets your objectives, financial situation or needs before making any decision to invest.

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