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Key Details Profile date: December 2025 Manager: MA Financial Group (IP Generation) Fund: MA Hyperdome Town Centre Fund Fund Type: Wholesale single asset property syndicate Investment Strategy: The syndicate will own Hyperdome Town Centre for an initial period of 5-7 years. …
Information about the Affluence LIC Fund FY25 fees and costs is included in this disclosure update. The update provides information about fees and costs for the year ended 30 June 2025.
Information about the Affluence Income Trust FY25 fees and costs is included in this disclosure update. The update provides information about fees and costs for the year ended 30 June 2025.
Information about the Affluence Investment Fund FY25 fees and costs is included in this disclosure update. The update provides information about fees and costs for the year ended 30 June 2025.
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 30 September 2025 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 30 September 2025 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
Key Details Profile date: October 2025 Manager: Terra Capital Fund: Terra Capital Natural Resources Fund Fund Type: Wholesale Unlisted Fund Investment Strategy: The Fund invests in a portfolio of mostly small and mid-cap (less than $500 million) mining and energy equities …
Key Details Profile date: September 2025 Manager: Regal Funds Management Fund: Regal Partners Private Fund Fund Type: Wholesale Unlisted Fund Asset Class: Multi-asset, multi-strategy. Investment Strategy: The Regal Partners Private Fund aims to generate attractive risk adjusted absolute returns by investing …
The Affluence Income Trust Financial Report 30 June 2025 is now available.
The Affluence LIC Fund Financial Report 30 June 2025 is now available.
The Affluence Investment Fund Financial Report 30 June 2025 is now available.
Investment performance Our fund returns for FY25 were: Below, we take a closer look at market conditions, and review the performance, current positioning and outlook for each of our Funds. Market Update Tariffs The last 3 months have been all about …