Affluence Investment Fund Webinar
Affluence Investment Fund, Investment Markets

Affluence Investment Fund Webinar

Posted on Last Updated on

Written by

Home » Affluence Investment Fund Webinar

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

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

See more of our articles.

Find out about our Affluence Investment Fund.

View the Affluence Investment Fund Portfolio.

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


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.

Recommended Articles

Affluence eNews article
Affluence eNews article

Let us help you make better investment decisions

Our monthly eNews includes Fund updates, investment ideas and other things we find interesting. It’s the best way for us to keep in touch, and for you to get to know us better.

And we believe it’s important that you understand how we invest before you consider putting your money to work with us.

Subscribe here to get our best ideas delivered straight to your inbox.

This field is for validation purposes and should be left unchanged.