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The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 March 2023 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 31 March 2023 unless stated otherwise. The Australian Securities & Investment Commission issued Regulatory Guide 240 in October 2013. This guide sets …
The Affluence Investment Fund December 2022 Half Year Financial Report is available here.
The Affluence LIC Fund December 2022 Half Year Financial Report is available here.
Affluence Investment Fund, Affluence LIC Fund, Affluence Small Company Fund, Education, Investment Markets
Interest rates & inflation Legendary debt investor Howard Marks periodically releases memos on how he sees the investing world. In December, he wrote that he is seeing just the third “sea change” in financial markets in his 53 years. For the …
The Affluence Investment Fund 2022 Annual Report is available here.
The Affluence LIC Fund 2022 Annual Report is available here.
Affluence Investment Fund, Affluence LIC Fund, Affluence Small Company Fund, Education, Investment Markets
Year Highlights Firstly, a massive thank you to all of you who trusted us with your hard-earned capital during the year. It is a responsibility that we never take for granted. Financial year 2022 (FY22) was a tale of two halves. …
Below is the June 2022 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, …
The Affluence Investment Fund December 2021 Half Year Financial Report is available here.
The Affluence LIC Fund December 2021 Half Year Financial Report is available here.
Information about the Affluence Investment Fund FY21 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 2021.