Insights

This month, I'd like to depart slightly from my usual monthly commentary to talk specifically about the Affluence LIC Fund. The Fund will celebrate its five year anniversary in two months

Returns were close to zero across many markets in January. Prices climbed through most of the month, only to have those gains largely eroded in the last week. Some of the most significant investing trends over the last 10 years can be summarised as follows

Our three funds achieved returns between 9.8% and 22.9% in 2020. Considering the ASX 200 Index returned just 1.4% including dividends, we’ll mark that down as a solid pass

It’s been an extraordinary year in so many ways, and investment markets during November were no exception. Equity markets, and each of our funds, pretty much provided one year’s worth of returns in one month. There are two ways of thinking about this

The last 6 weeks have seen a continuation of the market roller coaster we seem to have been on all year. In October, markets rose very strongly, then gave back the majority of the gains. In early November, markets again rallied. And then came the big one

Affluence | Invest Differently Hello We're constantly on the lookout. We know where to look. We know what to look for. There are fund managers in Australia who we believe can outperform their

Affluence | Invest Differently Hello At Affluence we believe the best investment returns come from blending multiple, complimentary strategies that have proven to work over time. Our investment

Affluence | Invest differently Hello Our focus is on delivering superior long-term investment returns, and providing quality education and investment ideas that allow you to understand how and why we