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 LIC Fund RG240 report is now available. All statistics and amounts in this report are as at May 2026 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets out …
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 LIC Fund Financial Report 31 December 2025 is now available.
Key Details Profile date: February 2026 Manager: Metrics Credit Partners Fund: Metrics Real Estate Multi-Strategy Fund (ASX: MRE) Fund Type: Listed Investment Trust (LIT) Investment Strategy: MRE provides exposure to the full real estate capital structure, from senior secured debt facilities …
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.
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 …
The Affluence LIC 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 …
Why drawdowns matter No one likes losing money. However, investors must accept that to try to achieve the higher returns available from equities, negative periods where investments fall in value (known as drawdowns) are inevitable. Over the long term, superior investment …
The Affluence LIC Fund December 2024 Half Year Financial Report is now available.
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2024 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
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