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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
Now Open For Investment We are very excited to announce we have launched the Affluence Income Trust, a new fund focused purely on delivering attractive
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
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.
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.
The Affluence LIC Fund Financial Report 30 June 2025 is now available.
The Affluence Investment Fund Financial Report 30 June 2025 is now available.
Investment performance Our fund returns for FY25 were: Below, we take a closer look at market conditions, and review the performance, current positioning and outlook
Australian and global markets continued their recovery from the Trump Tariff Tantrum in May, and all our Funds delivered positive returns. You can access the
Pengana Private Equity Trust (ASX:PE1) Key Details Profile date: June 2025 Manager: Pengana Capital Group Fund: Pengana Private Equity Trust (ASX: PE1) Fund Type: Listed
Below is the June 2025 financial year distribution and tax information and estimated dates for the end of financial year processes. As each item is
April was the most volatile month in financial markets since March 2020. The month was dominated by the ‘Liberation Day’ tariff announcement on April 2,
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