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The ASX200 index fell 3.6% in February. Australian and global markets got the shakes, as trade wars and global instability became too real for investors to ignore. In the US the “Magnificent 7” showed some signs of weakness, with the NASDAQ …
All our funds delivered positive returns in January, in what was a good month for most assest classes. You can access the latest fund reports below. The big debate in Australian financial markets for the past few weeks has been what …
Happy New Year from all of us at Affluence. All funds delivered positive returns in December, despite hefty falls on most equity markets. You can access the latest fund reports below. In our latest Investor Letter we review fund performance in …
It’s a bumper holiday edition of the Affluence eNews this month. The Affluence Investment Fund had its 10 year anniversary in November. Returns have been solid, especially considering the hostile environment the strategy has faced most of the time. Here are …
Markets were volatile in October, taking a breather after some strong previous months. Equity indexes were lower both in Australia and globally. Despite that, all of our funds delivered positive returns. Fund reports can be accessed below. This big news so …
August saw volatility return to financial markets. Early in the month, global markets plummeted after being disappointed with a very minor negative US economic data point. Markets were down over 5% at one point, before recovering to end the month slightly …
July was a good month to start the new financial year, with all our funds delivering positive returns. Below, you can access monthly fund reports, as well as a profile of one of our Affluence Income Trust investments. Speaking of the …
The FY24 financial year finished in positive territory for most markets. The general trend was that the expensive, most favoured assets at the start of the year got more expensive, while the cheap got cheaper. That’s not great for our investment …
Why market conditions are attractive for LICs, May 2024 Fund Reports and things we found interesting
The ASX200 Index rose 0.9% in May, and three of our Funds delivered positive returns, with only the Small Companies Fund bucking the trend. You can access all monthly fund reports below. Given that the average discount of the Affluence LIC …
It was a tough month in equity markets, with the ASX200 Index down 2.9% and global markets down a similar amount. All our Funds pleasingly bucked that trend, delivering positive returns. You can access all our fund reports below. In other …
Invest differently Hi , We had a strong month in March, with all our funds delivering positive returns. For the first time in quite a while, we saw signs of increased investor interest in a few of the unloved sectors of …
Invest differently Hi , The Affluence Income Trust accepted its first new investors in February, and we are pleased to report that the Fund continues to exceed its Target Return and distribute cash payments at an annualised rate of 7.5% per …