In our Affluence March 2026 update, Daryl & Greg discuss the current investment environment, AI and the Iran war plus the portfolio positioning in each Fund.
Skip to the following times, for these key topics:
0:00 – Introduction
1:11 – The current investment environment, AI and the Iran war.
6:25 – How our Affluence portfolios are generally positioned.
7:29 – Affluence LIC Fund portfolio.
11:37 – Affluence Small Company Fund portfolio.
12:36 – Affluence Income Trust portfolio.
17:39 – Affluence Investment Fund portfolio.
23:28 – Distributions and franking credits.
Watch it below
Investor Education
Affluence is committed to Investor education. If you would like to learn more about managed funds you can download our Guide to Managed Funds at the bottom of this page. The guide summarises the results of hundreds of hours of our work into less than 20 pages for you.
Our guide shows you the key criteria we use to find the best managed funds, why you might want to include managed funds in your portfolio and how to use managed funds to diversify your portfolio.
Learn more about Managed Funds
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