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To view the Affluence LIC Fund Report October 2017 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 …
Our Affluence Managed Funds Guide shows how we look for Australia’s best fund managers. Fill in the form to download your free copy of our Guide to Listed Investment Companies A Managed Investment Fund is a specialised type of trust. The …
To view the Affluence LIC Fund Report November 2017 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 September 2017 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 full Affluence Investment Fund Report September 2017 in pdf format, click here. Report Summary The Affluence Investment Fund had a strong month in September, increasing by 1.1%. Since commencing in December 2014 the Fund has returned 9.4% per annum. …
To view the Affluence LIC Fund Report September 2017 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 over …
Click here to download the Affluence Investment Fund 2017 Annual Report.
To view the Affluence Investment Fund 2017 Investor Letter, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of the best fund managers as selected by Affluence. We aim to provide a distribution yield of approximately 5%pa, paid …
To view the full Affluence Small Company Fund August 2017 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 full Affluence Investment Fund Update – August 2017 in pdf format, click here. The Affluence Investment Fund recorded a small gain in August, increasing by 0.1%. Since commencing in December 2014 the Fund has returned 9.3% per annum. Over …
To view the full Affluence LIC Fund Update – August 2017 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 …
To view the full Affluence Small Company Fund July 2017 report in pdf format, click here. Report Summary The Australian market was generally flat in July, with the ASX Small Ordinaries increasing by 0.3% for the month. The Affluence Small Company Fund had a strong month and increased …