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Invest differently Hi , Share markets fell for the third month in a row in October, though as we write, much of this has been recovered already in November. The debate over a soft landing versus a recession rages on, with …
Fixed Income is back in vogue. For many years until the end of 2021, we saw extremely low (and even negative) interest rates. But since early 2022, central banks around the world have dramatically increased rates as part of the …
The investment world post 31 December 2021 entered a distinctly different phase, with the realisation that rampant inflation was going to lead to a substantial rise in interest rates. This has impacted most asset classes, however commercial real estate, unlisted property …
The Affluence LIC Fund 2023 Annual Report is available here.
The Affluence Investment Fund 2023 Annual Report is available here.
Affluence Investment Fund, Affluence LIC Fund, Affluence Small Company Fund, Education, Investment Markets
Our 2022 annual investor letter covers fund performance, portfolio positioning, market outlook and the key change you need to be aware of.
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. …
Affluence Investment Fund, Affluence LIC Fund, Affluence Small Company Fund, Education, Investment Markets
In our 2021 investor letter, we reflect on performance, portfolio positioning, opportunities and what to expect in the current environment.
We’ve previously written about how the 14-month period from 31 January 2020 to 31 March 2021 provided the perfect opportunity to assess whether your fund manager has done a good job. That’s because January 2020 was the last monthly high before …
Debt LITs have exploded in both number and capital raised over the past 3 years. After an initial period of easy returns, this year’s market crisis has highlighted the risks involved.
Learn more about our Affluence LIC Fund and the current discount opportunity in this 15 minute webinar.
Regardless of exactly when a correction might happen, it would not be a stretch to say that it’s late in the current investment cycle. And that usually means it is prudent to think about the level of defensive assets in your …