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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
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
In March 2025 we were a guest on Rask Invest, speaking about how to select fund managers and build a portfolio. We talked about a
Now is the time to be contrarian. Daryl recently presented at the InvestmentMarkets webinar (27 March 2025) on why now is the time to be
Following the correction in February, markets continued to fall in March, with Trump’s tariffs dominating headlines. Globally, the S&P500 was down 5.6% and the tech
Pzena Global Focused Value Fund Key Details Profile date: April 2025 Manager: Pzena Investment Management Fund: Pzena Global Focused Value Fund Fund Type: Retail Unlisted
The ASX200 index fell 3.6% in February. Australian and global markets got the shakes, as trade wars and global instability became too real for investors
WAM Alternative Assets Key Details Profile date: March 2025 Manager: Wilson Asset Management (WAM) Fund: WAM Alternative Assets (ASX: WMA) Fund Type: Listed Investment Company
All our funds delivered positive returns in January, in what was a good month for most assest classes. You can access the latest fund reports
West Street European Private Credit Fund (AUD) Key Details Profile date: February 2025 Fund: West Street European Private Credit Fund (AUD) Manager: Goldman Sachs Asset Management Investment Type: Wholesale
The Affluence Investment Fund December 2024 Half Year Financial Report is now available.
The Affluence LIC Fund December 2024 Half Year Financial Report is now available.
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2024 unless stated otherwise.
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 December 2024 unless stated otherwise.
Happy New Year from all of us at Affluence. All funds delivered positive returns in December, despite hefty falls on most equity markets. You can
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