Affluence Insights
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The Affluence Guide toSurviving a Market Downturn This guide to Surviving a Market Downturn will help you gain an understanding of: Strategies to help navigate
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
The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at May 2026 unless stated otherwise. The
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 May 2026 unless stated otherwise.
What’s happening with Hybrids? For many Australian income investors, bank hybrids have been a reliable portfolio staple for years. They’ve offered an attractive yield premium over cash and
Below is the June 2026 financial year distribution and tax information and estimated dates for the end of financial year processes. As each item is
April saw a market bounce and positive returns from all of our funds: More details are in our monthly fund reports, which you can access
March was a tough month in financial markets. Our Funds weren’t immune to the oil shock, though 1 year returns remain good. Results were: More details are in our monthly fund reports, which
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
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