The first step to investing in any Fund is to understand it. Whether it’s an …
Affluence 2018 Investor Letter
To view the Affluence 2018 Investor Letter, click here. Summary We look at the last …
Investing is simple, but not easy
“Everything should be made as simple as possible, but no simpler.” – Albert Einstein The …
Affluence Constant Investor interview with Alan Kohler
Recently, Daryl Wilson spoke with Alan Kohler of the Constant Investor about our funds, how …
Read more Affluence Constant Investor interview with Alan Kohler
Five key considerations for LIC investors in FY19
There’s now over 100 LIC’s (plus some Listed Investment Trusts, or LITs) on the ASX. …
How many investments should be in your portfolio?
How many investments should be in your portfolio? Like many things, our view is that …
The one thing the Royal Commission must recommend
If you watched any news or read a newspaper last month, it would be hard …
When to own the big LICs
At Affluence, we usually prefer small boutique managers, running differentiated investment strategies, that have a …
Six Investment Lessons from Fifteen Years of Data
The latest SPIVA results from Standard and Poors are in. They provide some important lessons …
Affluence Investment Fund 5 Crown FE Rating
In February, the Affluence Investment Fund received a 5 Crown FE rating*, the highest result …
