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Would you like to know who we think are the best investment managers in Australia? You can view details of the portfolio and why we
To view the full Affluence Investment Fund Update – September 2016 in pdf format, click here. The Affluence Investment Fund increased by 0.6% in September, slightly ahead
To view the full Affluence Investment Fund Update – August 2016 in pdf format, click here. After a very strong July, the ASX 200 Accumulation Index decreased
In early September, Daryl Wilson and good friend Lee Baird headed off to the USA for a 10-day hike through Shenandoah National Park. In addition
Why we bought Gold Stocks last year Late last year we identified gold stocks as the greatest contrarian play of 2016. We wrote about it
To view the full Affluence Investment Fund Update – July 2016 in pdf format, click here. July was our best ever month. The Affluence Fund delivered total
Typical absolute return funds and balanced funds have a reasonably high allocation to fixed income products. At Affluence, in the current market this does not
To view the full Affluence Investment Fund Update – June 2016 in pdf format, click here. As we draw a line under another financial year, we
Affluence aims to invest only with the top 1% of fund managers through the Affluence Fund portfolio. We cast the net very wide. We look
Large cap stocks lag Given the amount of negative news in the last three months of the 2016 financial year, you’d be forgiven for thinking
Now that we’ve reached the end of another financial year, just a short note to let you know what you can expect in relation to
Key Details Profile date: July 2016 Manager: Watermark Funds Management Fund: Watermark Market Neutral Trust and two LIC’s Fund Type: Retail Unlisted Fund and LIC’s
To view the full Affluence Investment Fund Update – May 2016 in pdf format, click here. The Affluence Investment Fund returned 1.9% in May. Since commencement
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