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The Fund provides investors with exposure to global markets through a long short equity strategy, with a bias towards Australia.
To view the full Affluence Investment Fund Update – March 2017 in pdf format, click here. In March the ASX 200 increased by 3.3%, and returned 20.5%
To view the full Affluence Small Company Fund March 2017 report in pdf format, click here. We believe that investing in smaller companies through quality investments across different
To view the full Affluence LIC Fund Update – March 2017 in pdf format, click here. The ASX 200 Accumulation Index increased by 3.3% in March, continuing a
To view the full Affluence Investment Fund Update – February 2017 in pdf format, click here. In February the ASX 200 increased by 2.3%, and returned
To view the full Affluence LIC Fund Update – February 2017 in pdf format, click here. The ASX 200 Accumulation Index increased by 2.3% in
To view the full Affluence Small Company Fund February 2017 report in pdf format, click here. The Australian market increased in February, with the ASX
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter
The Fund aims to preserve and growth capital in real terms, seeking both an absolute return and in excess of the ASX 300.
To view the full Affluence LIC Fund Update – January 2017 in pdf format, click here. The ASX 200 Accumulation Index decreased by 0.8% in
To view the full Affluence Small Company Fund January 2017 report in pdf format, click here. The Australian market fell in January, with the ASX
To view the full Affluence Investment Fund Update – January 2017 in pdf format, click here. In January the ASX 200 decreased by 0.8%, but is now
To view the full Affluence Investment Fund Update – December 2016 in pdf format, click here. Australian and global markets continued to climb in December, with the
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