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To view the Affluence Investment Fund Report April 2018 in pdf format, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of
At Affluence, we usually prefer small boutique managers, running differentiated investment strategies, that have a competitive advantage. So, in a way the opposite of this
To view the Affluence LIC Fund Report April 2018 in pdf format, click here. The Affluence LIC Fund provides access to a diversified investment portfolio of
Our Fund Manager Profile May 2018 is an NSX listed REIT, trading at an attractive discount.
To view the full Affluence Small Company Fund March 2018 report in pdf format, click here. We believe that smaller companies can provide higher returns over
The latest SPIVA results from Standard and Poors are in. They provide some important investment lessons on where to look if you’d like to find
A credit fund that has delivered reasonable returns.
To view the Affluence Investment Fund Report March 2018 in pdf format, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of
To view the Affluence LIC Fund Report March 2018 in pdf format, click here. The Affluence LIC Fund provides access to a diversified investment portfolio of
In February, the Affluence Investment Fund received a 5 Crown FE rating*, the highest result possible. The Fund only recently became eligible, having celebrated its 3-year
To view the full Affluence Small Company Fund February 2018 report in pdf format, click here. We believe that smaller companies can provide higher returns over
To view the Affluence Investment Fund Report February 2018 in pdf format, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of
To view the Affluence LIC Fund Report February 2018 in pdf format, click here. The Affluence LIC Fund provides access to a diversified investment portfolio of
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