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End of financial year

2020 Financial Year Information

Below is the 2020 financial year distribution and tax information for each of our funds. …
man shoveling coins

Debt based Listed Investment Trusts

Debt LITs have exploded in both number and capital raised over the past 3 years. After an initial period of easy returns, this year’s market crisis has highlighted the risks involved.
Affluence LIC Fund Report

Affluence LIC Fund webinar

Learn more about our Affluence LIC Fund and the current discount opportunity in this 15 minute webinar.
family drinking tea together

Fund Manager Profile May 2020

This LIC combines access to a range of outstanding Australian equity fund managers, with a charitable purpose and a low cost base.

Fund Manager Profile April 2020

A 20-year track record of around 13% pa returns, just two negative years (small ones at that) and a wide investment mandate make this Fund something special.

Fund Manager Profiles

Daryl Wilson
CEO / Director / Portfolio Manager

Daryl founded Affluence in 2015 and is co-manager of all investment portfolios. He has experience across all aspects of funds management including investment, operations and capital raising.

Greg Lander
Portfolio Manager

Greg is co-manager of all Affluence investment portfolios. His experience includes analysing new investment opportunities, asset allocation, performance reporting and portfolio management.

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