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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
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,
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
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
No matter how many times we calculate it, we’re always impressed by the difference a small increase in investment returns can make over a long
Key Details Profile date: May 2016 Manager: Wentworth Williamson Fund: Wentworth Williamson Fund Fund Type: Wholesale Unlisted Fund Invests In: ASX listed stocks Key People:
Being a 26-year-old Generation-Y investment professional, FinTech is a topic that I follow closely and am genuinely excited about. The web platforms and investment apps
The Affluence Investment Fund returned 1.2% in March as most markets recovered from a tough start to the year. We saw a significant recovery in
This activist manager has delivered good returns through a quite different strategy. They predominantly invest in small-medium ASX listed stocks trading at a discount to assessed valuation.
The March quarter was not a pretty one for financial markets in general. The ASX200 (including dividends) fell by 2.7%. Most equity funds delivered negative
In March 2016, Affluence Funds Management was recognised in the Australian Financial Review as a new Fund Manager doing things differently. The article highlights what
The Affluence Investment Fund returned -0.2% in February. The Australian stock market returned -1.8% over the same period. February was in many ways a carbon
When we tell most people what average long-term investment returns have been, they tend to be very surprised. Most of us regularly hear the stories
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