Affluence Investment Fund, Affluence LIC Fund, Affluence Members, Affluence Small Company Fund, Investment Markets
What 30 years of Affluence data reveal about the best time of year to invest. One of the most frequent questions investors ask is whether there is a “best” time of year to invest. Conventional wisdom says no. Markets are difficult to predict, and investors are generally better off focusing on long-term fundamentals rather than …
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 May 2026 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
Affluence Income Trust, Affluence Investment Fund, Affluence LIC Fund, Affluence Members, Affluence Small Company Fund, Fund Updates
Below is the June 2026 financial year distribution and tax information and estimated dates for the end of financial year processes. As each item is completed, we will update the information. The end of the financial year is a busy time …
The Affluence Investment Fund Financial Report 31 December 2025 is now available.
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 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 …
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 Investment Fund Financial Report 30 June 2025 is now available.
Affluence Income Trust, Affluence Investment Fund, Affluence LIC Fund, Affluence Members, Affluence Small Company Fund, Fund Updates
Below is the June 2025 financial year distribution and tax information and estimated dates for the end of financial year processes. As each item is completed, we will update the information. The end of the financial year is a busy time …
Now is the time to be contrarian. Daryl recently presented at the InvestmentMarkets webinar (27 March 2025) on why now is the time to be a contrarian. Daryl talks about why we believe we are going through a major secular turning …