Fund Updates Insights
View All Insights
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 …
To view the full Affluence Investment Fund Update – July 2017 in pdf format, click here. The Affluence Investment Fund started the new financial year well, increasing by 0.7% to outperform both the ASX 200 (flat) and our benchmark. Since commencing in …
There are now around 100 Listed Investment Companies (LIC’s) available to choose from on ASX with a total value of more than $30 billion. Through LICs you can access many different managers, asset classes, geographies and investment strategies. One of our …
To view the full Affluence Investment Fund Update – June 2017 in pdf format, click here. The ASX200 increased by 0.2% in June to finish a weak quarter for the financial year for domestic equity markets. The Affluence Investment Fund had a …
To view the full Affluence Small Company Fund June 2017 report in pdf format, click here. Report Summary The Australian market increased in June, with the ASX Small Ordinaries increasing by 2.0% for the month. The Affluence Small Company Fund had a …