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Now Open For Investment We are very excited to announce we have launched the Affluence Income Trust, a new fund focused purely on delivering attractive monthly income. The Affluence Income Trust invests in a highly diversified portfolio of fixed income assets …
The Affluence LIC Fund December 2023 Half Year Financial Report is available here.
The Affluence Investment Fund December 2023 Half Year Financial Report is available here.
Information about the Affluence LIC Fund FY23 fees and costs is included in this disclosure update. The update can be accessed here. The update provides information about fees and costs for the year ended 30 June 2023.
Information about the Affluence Investment Fund FY23 fees and costs is included in this disclosure update. The update can be accessed here. The update provides information about fees and costs for the year ended 30 June 2023.
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2023 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2023 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
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Introduction It feels like we are stuck in the twilight zone. In 2023, investors oscillated between believing inflation was sticky and economies were heading for trouble, and the perfect scenario where central banks had engineered a beautiful ‘soft landing’ with inflation …
Fixed Income is back in vogue. For many years until the end of 2021, we saw extremely low (and even negative) interest rates. But since early 2022, central banks around the world have dramatically increased rates as part of the fight …
The Affluence Investment Fund 2023 Annual Report is available here.
The Affluence LIC Fund 2023 Annual Report is available here.
Below is the June 2023 financial year distribution and tax information for each of our funds. The end of the financial year is a busy time for us. In addition to determining and paying the final year-end distribution for each fund, …