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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
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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
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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
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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
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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
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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
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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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Here’s our Affluence Sharesight Review. We occasionally publish reviews of products we think you might find useful in your investing journey. We have no relationship
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Wilson Asset Management (WAM) are arguably the leaders in LICs in Australia. They currently directly manage three listed vehicles (WAM, WAA and WAX) and have
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Too soon old, too late smart. I can relate to that. As I get older I feel the need to tell the world what I’ve
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Last week, I was involved in a car accident. I had gone into the city to collect my eldest son and two of his friends,
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Last month I provided a review on the spare-change roundup investment app, Acorns. Another well established FinTech firm founded here in Australia is Simply Wall
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To view the full Affluence Investment Fund Update – April 2016 in pdf format, click here. Fund Commentary: The Affluence Investment Fund returned 1.9% in
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