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To view the Affluence Investment Fund Report January 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 January 2018 in pdf format, click here. The Affluence LIC Fund provides access to a diversified investment portfolio of
On Tuesday 6 February 2018, the ASX fell 3.4%. Tens of billions of value was wiped from stock markets around the world. We get a
In addition to our regular program of manager meetings, around 3-4 times per year we hit the road to catch up with a group of
In November 2017 the Affluence Investment Fund celebrated its 3-year anniversary. This also meant the Fund was eligible for a Morningstar “star” Rating. In December
A small and micro-cap manager that has delivered returns well above 20%pa.
To view the full Affluence Small Company Fund December 2017 report in pdf format, click here. We believe that smaller companies can provide higher returns over
To view the Affluence Investment Fund Report December 2017 in pdf format, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of
To view the Affluence LIC Fund Report December 2017 in pdf format, click here. The Affluence LIC Fund provides access to a diversified investment portfolio of
We are often asked about our portfolios – the managers and funds we invest with. Many people want to know why and how we choose
Key Details Fund Manager Profile December 2017 Manager: NAOS Asset Management Fund: Three LICs, NAOS Emerging Opportunities (NCC), NAOS Small Cap Opportunities (NSC), NAOS Absolute
To view the full Affluence Small Company Fund November 2017 report in pdf format, click here. We believe that smaller companies can provide higher returns over
To view the Affluence Investment Fund Report November 2017 in pdf format, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of
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