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
After a great run recently, February saw mixed returns for our Funds: More details are in our monthly fund reports, which you can access
In our Affluence March 2026 update, Daryl & Greg discuss the current investment environment, AI and the Iran war plus the portfolio positioning in each
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
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
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
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
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.