Affluence Investment Fund Insights

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.

Our 2022 annual investor letter covers fund performance, portfolio positioning, market outlook and the key change you need to be aware of.

The Affluence Investment Fund 2022 Annual Report is available here.  

Year Highlights Firstly, a massive thank you to all of you who trusted us with your hard-earned capital during the year. It is a responsibility that we never take for granted. Financial year 2022 (FY22) was a tale of two halves. …

Below is the June 2022 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 December 2021 Half Year Financial Report is available here.  

Information about the Affluence Investment Fund FY21 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 2021.  

The Affluence Investment Fund 2021 Annual Report is available here.  

In our 2021 investor letter, we reflect on performance, portfolio positioning, opportunities and what to expect in the current environment.