Affluence Investment Fund Insights
View All Insights
Key Details Profile date: September 2025 Manager: Regal Funds Management Fund: Regal Partners Private Fund Fund Type: Wholesale Unlisted Fund Asset Class: Multi-asset, multi-strategy. Investment Strategy: The Regal Partners Private Fund aims to generate attractive risk adjusted absolute returns by investing …
The Affluence Investment Fund Financial Report 30 June 2025 is now available.
Affluence Income Trust, Affluence Investment Fund, Affluence LIC Fund, Affluence Members, Affluence Small Company Fund, Fund Updates
Below is the June 2025 financial year distribution and tax information and estimated dates for the end of financial year processes. As each item is completed, we will update the information. The end of the financial year is a busy time …
Now is the time to be contrarian. Daryl recently presented at the InvestmentMarkets webinar (27 March 2025) on why now is the time to be a contrarian. Daryl talks about why we believe we are going through a major secular turning …
The Affluence Investment Fund December 2024 Half Year Financial Report is now available.
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2024 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
Information about the Affluence Investment Fund FY24 fees and costs is included in this disclosure update. The update provides information about fees and costs for the year ended 30 June 2024.
GDI Property Group Key Details Profile date: November 2024 Manager: GDI Property Group Fund: GDI Property Group (ASX: GDI) Investment Type: Listed Real Estate Investment Trust (A-REIT) Asset Class: Commercial Office Property Investment Strategy: GDI Property Group is an ASX listed REIT focused on Australian office …
Tea Tree Opportunity Trust Key Details Profile date: October 2024 Manager: Scentre Group/Barrenjoey Fund: Tea Tree Opportunity Trust Fund Type: Single asset property syndicate Asset Class: Commercial Real Estate Investment Strategy: The syndicate will own Tea Tree Plaza for an initial period of 5 years. Affluence …
The Affluence Investment Fund 2024 Annual Report is available here.
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 30 June 2024 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
Affluence Income Trust, Affluence Investment Fund, Affluence LIC Fund, Affluence Members, Affluence Small Company Fund, Fund Updates
Below is the June 2024 financial year distribution and tax information and estimated dates for the end of financial year processes. As each item is completed, we will update the information. The end of the financial year is a busy time …