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To view the full Affluence Investment Fund Update – August 2017 in pdf format, click here. The Affluence Investment Fund recorded a small gain in August,
To view the full Affluence LIC Fund Update – August 2017 in pdf format, click here. The Affluence LIC Fund provides access to a diversified
It appears over the last month that some of the wind has been knocked out of the sails of LICs, with a notable decrease in
To view the full Affluence Small Company Fund July 2017 report in pdf format, click here. Report Summary The Australian market was generally flat in July, with
To view the full Affluence Investment Fund Update – July 2017 in pdf format, click here. The Affluence Investment Fund started the new financial year well,
There are now around 100 Listed Investment Companies (LIC’s) available to choose from on ASX with a total value of more than $30 billion. Through
A global long short fund that utilises a truly differentiated investment strategy.
To view the full Affluence Investment Fund Update – June 2017 in pdf format, click here. The ASX200 increased by 0.2% in June to finish a
To view the full Affluence Small Company Fund June 2017 report in pdf format, click here. Report Summary The Australian market increased in June, with the
To view the full Affluence LIC Fund Update – June 2017 in pdf format, click here. We are very pleased with the response we had to
We know, you have probably heard this all before…but it is still one of the most fascinating investing phenomena out there. The miracle of compound
A 20-year track record of around 13%pa returns, just one negative year and a wide investment mandate make this fund something pretty special.
To view the full Affluence Small Company Fund May 2017 report in pdf format, click here. We believe that investing in smaller companies through quality investments across different
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