Affluence Insights
Latest Articles
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
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
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
Key Details Profile date: October 2025 Manager: Terra Capital Fund: Terra Capital Natural Resources Fund Fund Type: Wholesale Unlisted Fund Investment Strategy: The Fund invests
August saw the strong start to the financial year continue for all our funds. It seems the value in our portfolios is finally starting to
Key Details Profile date: September 2025 Manager: Regal Funds Management Fund: Regal Partners Private Fund Fund Type: Wholesale Unlisted Fund Asset Class: Multi-asset, multi-strategy. Investment
The Affluence Income Trust Financial Report 30 June 2025 is now available.
Let Us Help You Make Better Investment Decisions
Our monthly eNews includes Fund updates, investments ideas and other things we find interesting.
It’s the best way for us to keep in touch, and for you to get to know us better. And we believe it’s important that you understand how we invest before you consider putting your money to work with us. Subscribe here to get our best ideas delivered straight to your inbox.