Affluence Insights
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The Affluence Guide to Fixed Income Investing This Australian fixed income guide will help you gain an understanding of: Fixed income as an investment The
In this Investment Matters podcast, Finding Value Where Others Don’t, Daryl shares plenty of insights on Affluence’s contrarian, value-driven approach, deep manager due diligence, and
Are you looking to find and invest in the best LICs in Australia? The Affluence Listed Investment Company Guide can help you learn more about
Our Affluence Managed Funds Guide shows how we look for Australia’s best fund managers. Fill in the form to download your free copy of our
January was another good month for our Funds to start the new year: More details are in our monthly fund reports, which you can access below. In other news
Key Details Profile date: February 2026 Manager: Metrics Credit Partners Fund: Metrics Real Estate Multi-Strategy Fund (ASX: MRE) Fund Type: Listed Investment Trust (LIT) Investment
December was another good month for our Funds to round out the year. More details are in our monthly fund reports, which you can access
Investment performance Our Fund returns for 2025 were pleasing: A few themes that we have held for a while performed strongly in 2025, including: There
ONovember returns were mixed in November, in a month where equity markets generally fell. More details are in our monthly fund reports, which you can
Key Details Profile date: December 2025 Manager: MA Financial Group (IP Generation) Fund: MA Hyperdome Town Centre Fund Fund Type: Wholesale single asset property syndicate
Information about the Affluence LIC Fund FY25 fees and costs is included in this disclosure update. The update provides information about fees and costs for
Information about the Affluence Income Trust FY25 fees and costs is included in this disclosure update. The update provides information about fees and costs for
Information about the Affluence Investment Fund FY25 fees and costs is included in this disclosure update. The update provides information about fees and costs for
October was a quiet, but positive month for all our funds. More details are in our monthly fund reports, which you can access below. In
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 30 September 2025 unless stated otherwise.
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 30 September 2025 unless stated otherwise.
September once again saw the strong start to the financial year continue for all our funds. You can access all monthly fund reports below for
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