Affluence Investment Fund Insights
View All Insights
Affluence Investment Fund 2018 Review What a difference 12 months makes! At the end of 2017 markets were soaring and investors were enjoying the easy money that was being made (it always feels easy on the way up). Now, at the …
To view the Affluence Investment Fund Report December 2018 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 …
To view the Affluence Investment Fund Report November 2018 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 …
To view the Affluence LIC Fund Report November 2018 in pdf format, click here. The Affluence LIC Fund provides access to a diversified investment portfolio of ASX Listed Investment Companies (LICs) selected by Affluence. We aim to outperform the ASX200 Accumulation Index …
To view the Affluence Investment Fund Report October 2018 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%pa, paid monthly and …
To view the Affluence Investment Fund Report September 2018 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%pa, paid monthly and …
Today, Affluence announced the addition of the Affluence Investment Fund to the HUB24 investment platform, allowing financial advisors and their clients who use HUB24 to access the Fund. A copy of the full media release is below. Media Release Boutique fund …
To view the Affluence 2018 Investor Letter, click here. Summary We look at the last 12 months performance for our Affluence Investment Fund, Affluence LIC Fund and Affluence Small Company Fund. What worked and what didn’t. We take a look at long …
To view the Affluence Investment Fund Report August 2018 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%pa, paid monthly and …
To view the Affluence Investment Fund Report July 2018 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%pa, paid monthly and …