Why We Started Affluence

Affluence Funds Management was formed in 2015 to provide better investment solutions.

We believe the outcomes being delivered to investors in Australia are not acceptable. A short term focus results in a lack of awareness of investment cycles and poor decision-making.

Average investor returns over the long term have been very poor, particularly after the impact of high fund manager fees, personal advice fees and administration costs. Most managed funds do not outperform a fair benchmark, resulting in a worse performance than simply investing in a market index through a low cost ETF or managed fund.

In addition, many investors, particularly those running self-managed super funds, have very poor diversification which can result in increased risk. Some investors do achieve adequate diversification, but only by investing in some assets which are almost guaranteed to deliver exceptionally low returns.

There are some fantastic investment funds and managers out there. However, many of the very best remain undiscovered by most investors, or have high minimum application amounts which limit the ability of many to invest with them.

Most importantly, the small number of managers and funds who do consistently outperform tend to have several characteristics in common.

At Affluence, we believe in identifying those managers and combining them in a diversified portfolio that has the potential to lead to a much better investment outcome over the long term.

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How We Find The Best

Affluence continuously screens potential investment opportunities to unearth the best investment funds and managers available in Australia. We want to ensure that each fund manager we invest with can provide the best returns with lower than average volatility over the long-term.

We have a number of key criteria we look for when assessing potential managers and funds.


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Not every manager meets all of these criteria, but they are features common to many of the best managers and funds we have reviewed.

What It Means For You

Affluence aims to invest only with the top 1% of investment managers. We cast the net very wide – looking across both listed and unlisted funds, those available to everybody and those available only to a select few. Our process reduces over 10,000 investment opportunities available in Australia to a short list of less than 100. From this, we construct a portfolio of 15-25 investments. We invest in this portfolio through the Affluence Investment Fund.

Being an Affluence member entitles you to view the portfolio and receive information on the funds and the managers we invest with as well as regular educational content. This allows our members and investors to better understand our strategy and the funds and managers we invest in.

In addition, Investors can invest in the Affluence Fund with as little as $20,000 and own a share of all the investments the Fund makes.

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Start your journey to investing differently today by learning more
about the Affluence Investment Fund

Learn more about the Affluence Fund today
what-it-means-for-you

What It Means For You

Affluence aims to invest only with the top 1% of investment managers. We cast the net very wide – looking across both listed and unlisted funds, those available to everybody and those available only to a select few. Our process reduces over 10,000 investment opportunities available in Australia to a short list of less than 100. From this, we construct a portfolio of 15-25 investments. We invest in this portfolio through the Affluence Investment Fund.

Being an Affluence member entitles you to view the portfolio and receive information on the funds and the managers we invest with as well as regular educational content. This allows our members and investors to better understand our strategy and the funds and managers we invest in.

In addition, Eligible Investors can invest in the Affluence Fund with as little as $20,000 and own a share of all the investments the Fund makes.

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