Affluence Small Company Fund Insights

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, …

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

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, …

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

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 …

This fund from Phoenix Portfolios invests in Australian microcaps with a value bias and has produced significant returns with low volatility. They have a portfolio which is likely to be different to other managers.

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.

To view the Affluence Small Company Fund July 2019 report, click here. We believe that smaller companies can provide higher returns over time than the ASX 200 index. Investing in smaller companies through different managers, investment strategies and structures can help to …

To view the Affluence Small Company Fund June 2019 report, click here. We believe that smaller companies can provide higher returns over time than the ASX 200 index. Investing in smaller companies through different managers, investment strategies and structures can help to …