Insights

Invest differently Hi , Share markets fell for the third month in a row in October, though as we write, much of this has been recovered already in November. The debate over a soft landing versus a recession rages on, with …

Invest differently Hi , Global share markets were down more than 4% in September, continuing their slide from August. Once again it was increasing long term bond yields that rattled equity markets, with the US 10 year bond yield reaching 4.8% …

Invest differently Hi , All our funds recorded positive returns in July. You can access July Fund reports from the links below. Australian and global equity markets rallied to start the new financial year. Economic data continues to present a case …

Invest differently Hi , The FY23 financial year finished in positive territory for most markets. The ASX 200 Index was up 14.8% and the ASX Small Ords up 8.4%. Our results for the year, as set out in the table below, …

Invest differently Hi , May was a tough month for investment markets, with most areas suffering falls. The exception was large technology stocks, which rallied as investors rushed to get exposure to the artificial intelligence theme at (almost) any cost. All …

Invest differently Hi , Australian and global equity markets increased in April and all Affluence Funds were up for the month. Fund reports can be accessed below. In Australia and the US, labour markets continue to be very strong, with unemployment …

Invest differently Hi , All Affluence fund returns were stable last month (one up slightly, one flat, one down slightly), while the ASX 200 Index fell by 0.2%. Monthly fund reports can be accessed below. We currently hold more cash in …

The Affluence LIC Fund December 2022 Half Year Financial Report is available here.

The Affluence Investment Fund December 2022 Half Year Financial Report is available here.

Invest differently   Hi , Happy New Year. We hope you’ve had a great start to 2023. December was a tough month for markets to round out a tough year. Despite that, our three funds did relatively well, to end the …

Invest differently Hi , Welcome to our last update for 2022. All three Affluence funds delivered good returns in November, as stock markets once again moved higher during the month. As values continued to increase, we took some profits and increased …

Invest differently Hi , Welcome to our latest update. All three Affluence funds delivered positive returns in October. Global and Australian stock markets also bounced back during the month. There did not appear to be any fundamental reason for the increases. …