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We’ve reached the end of another financial year. Here’s the Affluence Investment Fund 2019 End of Financial Year Information. Returns this financial year for the Affluence Investment Fund have been positive but subdued. This means that for the only time since the commencement …
A truly different long/short manager with an outstanding track record.
To view the full Affluence Small Company Fund May 2019 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 May 2019 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 Affluence Investment Fund Report May 2019 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% per annum, paid …
An experienced private credit manager producing excellent returns.
To view the Affluence LIC Fund Report April 2019 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 April 2019 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 April 2019 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% per annum, paid …
An LIC manager with an impressive long term track record, coming off a period of short term underperformance.
To view the Affluence LIC Fund Report March 2019 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 March 2019 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 …