Insights

The Affluence LIC Fund 2023 Annual Report is available here.

The Affluence Investment Fund 2023 Annual Report is available here.

Below is the June 2023 financial year distribution and tax information for each of our funds. The end of the financial year is a busy time for us. In addition to determining and paying the final year-end distribution for each fund, …

Below is the 2020 financial year distribution and tax information for each of our funds. The end of the financial year is a busy time for us. In addition to determining and paying the final year-end distribution for each fund, we …

We’ve reached the end of another financial year. Here’s the Affluence Investment Fund 2019 End of Financial Year Information. Returns this financial year for the Affluence Investment Fund have been positive but subdued. This means that for the only time since the commencement …

We’ve reached the end of another financial year. Here’s the Affluence LIC Fund 2019 End of Financial Year Information. Returns this financial year for the Affluence LIC Fund have been positive but subdued. Despite the lower returns, which are mostly related …

To view the full Affluence Small Company Fund December 2018 report in pdf format, click here. We believe that smaller companies can provide higher returns over time than the ASX 200 index. Investing in smaller companies through different managers, investment strategies and structures …

To view the Affluence Investment Fund Report November 2018 in pdf format, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of the best fund managers as selected by Affluence. We target distributions of 5% per annum, paid …

To view the full Affluence Small Company Fund October 2018 report in pdf format, click here. We believe that smaller companies can provide higher returns over time than the ASX 200 index. Investing in smaller companies through different managers, investment strategies and structures …

To view the full Affluence Small Company Fund August 2018 report in pdf format, click here. We believe that smaller companies can provide higher returns over time than the ASX 200 index. Investing in smaller companies through different managers, investment strategies and structures …

To view the Affluence LIC Fund Report August 2018 in pdf format, click here. The Affluence LIC Fund provides access to a diversified investment portfolio of ASX Listed Investment Companies (LICs) selected by Affluence. We aim to outperform the ASX200 Accumulation Index …

To view the Affluence Investment Fund Report August 2018 in pdf format, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of the best fund managers as selected by Affluence. We target distributions of 5%pa, paid monthly and …