Affluence Investment Fund Insights
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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 …
The Affluence Investment Fund December 2023 Half Year Financial Report is available here.
Information about the Affluence Investment Fund FY23 fees and costs is included in this disclosure update. The update can be accessed here. The update provides information about fees and costs for the year ended 30 June 2023.
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2023 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, Education, Fund Updates, Investment Markets
Introduction It feels like we are stuck in the twilight zone. In 2023, investors oscillated between believing inflation was sticky and economies were heading for trouble, and the perfect scenario where central banks had engineered a beautiful ‘soft landing’ with inflation …
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, …
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 March 2023 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
The Affluence Investment Fund December 2022 Half Year Financial Report is available here.
Affluence Investment Fund, Affluence LIC Fund, Affluence Small Company Fund, Education, Investment Markets
Interest rates & inflation Legendary debt investor Howard Marks periodically releases memos on how he sees the investing world. In December, he wrote that he is seeing just the third “sea change” in financial markets in his 53 years. For the …