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Hi, Welcome to our monthly update. All funds delivered positive returns in August. Links to the monthly fund reports are below. It’s been an extremely busy time for us in the past few weeks. We’re continuing to work towards our change …
Hi, Welcome to our monthly update. July was a mixed bag for our funds. One up, one flat and one down. Links to the monthly fund reports are below. For new investors in unlisted funds such as ours, the application process …
Hi, Welcome to our monthly update, a little later than usual. Another financial year has come to a close and it’s been a good one for us, helped by buoyant markets. All three funds delivered strong positive returns in June. Links …
Hi, Welcome to our monthly update. Once again, all three Funds delivered positive returns in May. Links to the monthly fund reports are below. Given the very good fund performance this financial year, it is likely all three of our funds …
Hi Welcome to our monthly update. All three Funds delivered positive returns in April. Links to the monthly fund reports are below. Among the things we found interesting this month, we review the latest booming asset that’s not real, explain why …
Hi This month, I’d like to depart slightly from my usual monthly commentary to talk specifically about the Affluence LIC Fund. The Fund will celebrate its five year anniversary in two months. Given the strong returns it has achieved, it is …
Hi, Returns were close to zero across many markets in January. Prices climbed through most of the month, only to have those gains largely eroded in the last week. Likewise, it was a fairly uneventful month for the Affluence funds, with …
Hi It’s been an extraordinary year in so many ways, and investment markets during November were no exception. The ASX had its best month in over 30 years, following similar strong gains from US and global markets. Equity markets, and each …
Hi, The last 6 weeks have seen a continuation of the market roller coaster we seem to have been on all year. In early October, markets rose very strongly, then corrected during the last week, giving back the majority of the …
Hello We’re constantly on the lookout. We know where to look. We know what to look for. There are fund managers in Australia who we believe can outperform their market benchmarks. By investing with these managers, our Affluence funds have exposure …
Hello At Affluence we believe the best investment returns come from blending multiple, complimentary strategies that have proven to work over time. Our investment philosophy is designed around our core values: Invest Differently – If you want better than average returns …
Hello Our focus is on delivering superior long-term investment returns, and providing quality education and investment ideas that allow you to understand how and why we invest the way we do. Here are some of the things we think are important …