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To view the full Affluence Small Company Fund September 2018 report in pdf format, click here. We believe that smaller companies can provide higher returns over time than the ASX 200 index. Investing in smaller companies through different managers, investment strategies and structures …
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 …
To view the Affluence LIC Fund Report September 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 …
The Affluence LIC Fund 2018 Annual Report is available here.
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 full Affluence Small Company Fund August 2018 report in pdf format, click here. We believe that smaller companies can provide higher returns over time than the ASX 200 index. Investing in smaller companies through different managers, investment strategies and structures …
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 LIC Fund Report August 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 full Affluence Small Company Fund July 2018 report in pdf format, click here. We believe that smaller companies can provide higher returns over time than the ASX 200 index. Investing in smaller companies through different managers, investment strategies and structures …
To view the Affluence LIC Fund Report July 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 …