Affluence Members Insights

A global long short fund that utilises a truly differentiated investment strategy.

A 20-year track record of around 13%pa returns, just one negative year and a wide investment mandate make this fund something pretty special.

The Fund provides investors with exposure to global markets through a long short equity strategy, with a bias towards Australia.

The Fund aims to preserve and growth capital in real terms, seeking both an absolute return and in excess of the ASX 300.

Cromwell Property Group is a Brisbane based specialist commercial property owner and manager, with over $3 billion of property assets under management in Australia.

The Terra Capital Natural Resources Fund invests in a portfolio of small and mid-cap (less than $500 million) mining and energy equities – with stunning results so far.

Typical absolute return funds and balanced funds have a reasonably high allocation to fixed income products. At Affluence, in the current market this does not make sense to us. Given the 10-year bond yield has just hit new lows at 1.8%, we struggle to see how the sector in general can achieve our return target of inflation plus 5%.