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A concentrated portfolio of small and microcap Australian companies from a manager with an outstanding track record. Affluence Member content. Select “Members” from the website menu to login or register.
The following disclosure provides an update on the annual fees and costs for the financial year ended 30 June 2019 for the Affluence Investment Fund. Click here to download the report.
A residential property investment that can produce reasonable cash returns.
A truly alternative investment that has produced strong returns over a long period.
The Affluence Investment Fund 2019 Annual Report is available here.
Key Details Fund Profile date: August 2019 Manager: Unibail Rodamco Westfield Fund: Unibail Rodamco Westfield (ASX: URW) Fund Type: Listed REIT Invests In: Premium Global Shopping Centres Investment Focus: One of the premier global shopping centre owners in the world. Risk …
To view the Affluence Investment Fund July 2019 Report, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of the best fund managers as selected by Affluence. We target: We aim to deliver these returns with less volatility …
To view the Affluence Investment Fund Report June 2019, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of the best fund managers as selected by Affluence. We target: We aim to deliver these returns with less volatility …
We’ve reached the end of another financial year. Here’s the Affluence Investment Fund 2019 End of Financial Year Information. Returns this financial year for the Affluence Investment Fund have been positive but subdued. This means that for the only time since the commencement …
A truly different long/short manager with an outstanding track record.
To view the Affluence Investment Fund Report May 2019 in pdf format, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of the best fund managers as selected by Affluence. We target distributions of 5% per annum, paid …
An experienced private credit manager producing excellent returns.