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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 …
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 …
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, …
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 …
Affluence Investment Fund, Affluence LIC Fund, Affluence Small Company Fund, Education, Investment Markets
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, …
Affluence Investment Fund, Affluence LIC Fund, Affluence Small Company Fund, Education, Investment Markets
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. For our investors and ourselves, the 2021 financial year …
Below is the June 2021 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, …
Below is the 2020 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, we …
March 2020 will go down as one of the crazier months in financial markets. March madness. Below, we explain what happened in March, how our funds performed, and how we are positioning our portfolios in this market. What happened? You’ve all …
Key details Fund: Phoenix Opportunities Fund Profile date: February 2020 Fund Type: Retail Unlisted Fund Invests In: ASX small and micro-cap stocks Key People: Stuart Cartledge and Richard Fakhry Investment Focus: ASX listed microcaps with a value style. Results have been …
A concentrated portfolio of small and microcap Australian companies from a manager with an outstanding track record. Affluence Member content. Select “Members” from the website menu to login or register.