Latest Articles

Annual investor letter

2020 Investor Letter

In our 2020 investor letter, we reflect on performance, portfolio positioning, the opportunities and what to expect in the current investment environment.
globe

Fund Manager Profile July 2020

These LICs are managed by VGI Partners, one of the best global equities’ managers in Australia. They are currently trading at record high discounts.
Affluence Investment Fund Webinar

Affluence Investment Fund Webinar

Learn more about our Affluence Investment Fund and the current portfolio of exceptional fund managers in this 20 minute webinar.
End of financial year

2020 Financial Year Information

Below is the 2020 financial year distribution and tax information for each of our funds. …
man shoveling coins

Debt based Listed Investment Trusts

Debt LITs have exploded in both number and capital raised over the past 3 years. After an initial period of easy returns, this year’s market crisis has highlighted the risks involved.

Fund Manager Profiles

Daryl Wilson
CEO / Director / Portfolio Manager

Daryl founded Affluence in 2015 and is co-manager of all investment portfolios. He has experience across all aspects of funds management including investment, operations and capital raising.

Greg Lander
Portfolio Manager

Greg is co-manager of all Affluence investment portfolios. His experience includes analysing new investment opportunities, asset allocation, performance reporting and portfolio management.

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